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Category: Standard Operating Procedures

What are the Check Field Requirements and Rules for Transaction Approval?

February 7, 2024
February 7, 2024
Customer Experience, Standard Operating Procedures, Customer Tools, Mobile App, SOPs - SVP Approved, Mobile Check Deposit
deposit, mobile deposit, check requirements, mobile deposit requirements, deposit requirements, Transaction approval, transaction approval rules, check front, endorsement, check endorsement, deposit endorsement

How to tell the difference between a Complaint and Feedback?

January 10, 2024
January 10, 2024
Customer Experience, Standard Operating Procedures, Complaints
Complaint, Feedback, dispute

How to locate check availability in Horizon? – CX Procedure

January 9, 2024
January 9, 2024
Customer Experience, Standard Operating Procedures, Customer Tools, Mobile App, Mobile Check Deposit
check hold, mobile deposit, deposit hold, Check availability, Mobile Deposit availability

How to deposit a check through Quontic’s mobile check deposit? – Client Procedure (Mobile App)

January 3, 2024
January 3, 2024
Customer Experience, Standard Operating Procedures, Customer Tools, Mobile App, Mobile Check Deposit
check, mobile app, check deposit, Client Procedure, Mobile Check Deposit, App Check Deposit

How to authenticate a customer with a Dormant/Inactive/Escheatment Account?

December 14, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Dormant or Inactive Status, Quality Assurance, Business Rules
Dormant Account, Inactive Account, Authentication for Dormant Account, Escheatment Account Authentication

How can a client verify the micro-deposits for a newly added external account? Website or Quontic Mobile App

December 13, 2023
December 13, 2023
Customer Experience, Standard Operating Procedures, External Transfers, ACH
micro deposits, Verify Micro deposits, confirm micro deposits, Website or App, First and Second Micro – Deposits, Confirm Trial Deposits

How Can a Client view their ACH External transfer limits? Website & App

December 13, 2023
December 13, 2023
Customer Experience, Standard Operating Procedures, External Transfers, Mobile App, Online Banking Portal, ACH
online banking, Transfer, Move Money, mobile app, steps, Limits, Transfers, transfer limits, ACH External transfer limits?, Locate Transfer Limit, View Limits, move money limits

Where can a check be found that was deposited prior to November 7, 2023?

December 12, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Customer Tools, Mobile App, Mobile Check Deposit
mobile deposit, check deposit, November 7, Xpress Mobile Deposit, Xpress

What are the check statuses?

December 12, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Customer Tools, Mobile App, Mobile Check Deposit
mobile deposit, declined check, check status, check statuses, approved check

What are the Mobile Deposit limits?

December 12, 2023
December 14, 2023
Customer Experience, Standard Operating Procedures, Customer Tools, Mobile App, Mobile Check Deposit
mobile deposit, mobile deposit limit, check deposit, monthly deposit limit
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