What accounts can be used for Bill Pay?
Only checking and money market accounts
CST resources tab shows:
It shows the customer: Reports Balance worksheet: shows discrepancies and/or is requested for auditing purposes Funding account information: they can change the funding account here Alert preferences Add/modify categories Help: step-by-step aid for the customer
In order to pay someone new, what does the client need? (CST)
Name Nickname (optional) Account number Address Zip code City State Phone number (optional) Category
What is a client able to do under the Bill Pay homepage?
Pay someone new Use multi-pay Use single-pay View their activity View their history
Under the funding account information, what does the status mean?
If approved, the customer is able to use the funding account If declined, the customer is not able to use the funding account.
What does the lockout indicator mean in the Customer Service Tool?
NO = the customer has access to their bill pay YES = the customer does not have access to their bill pay
What does the restricted account status mean in the Customer Service Tool?
The client’s bill pay has been locked.
What does SWTS mean in the Customer Service Tool?
SWTS allows CX Team to emulate the customer.
How do I look up a customer in the Customer Service Tool?
Enter one of the following: Client’s OLB username Client’s SSN Client’s TIN Client’s funding account number Or: Customer name Customer email address Organization Service Request Zelle transaction Block enrollment search
What types of Individual Retirement Accounts (IRA) did Quontic have?
Traditional IRA – contributions typically are tax-deductible. You pay no taxes on IRA earnings until retirement when withdrawals are taxed as income. Roth IRAs – contributions are made with after-tax funds and are not tax-deductible, but earnings and withdrawals are tax-free.