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Category: Web Admin

What are the options for new banking client to move money?

July 5, 2023
December 6, 2023
Customer Experience, Standard Operating Procedures, External Transfers, Web Admin, Customer Tools, Online Banking Portal, Business Rules
External Transfer, Transfer, Move Money, new banking client, first thirty days, move money methods, move money options

Can a loan customer create an online banking profile?

December 6, 2022
July 6, 2023
Customer Experience, Web Admin, Customer Tools, Online Banking Portal, Mortgage, Online Banking, General Mortgage Qs
Mortgage, Loans, loan online banking, mortgage olb

Timeframe for OLB Lock/Disable – Online Banking Access

November 29, 2022
February 9, 2023
Customer Experience, Standard Operating Procedures, Web Admin, Customer Tools, Online Banking Portal
How long, Timeframe, olb lock, olb disable, disabled

Can a mortgage customer create an online account?

October 7, 2022
July 6, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Horizon, Web Admin, Mortgage, Online Banking
webadmin, online banking, Mortgage

Can a international phone number be used to authenticate a user in online banking?

October 3, 2022
October 3, 2022
Customer Experience, Standard Operating Procedures, Account Maintenance, Web Admin, Customer Tools, Mobile App, Online Banking Portal
online banking, Web Admin, two step authentication

How are accounts listed in Webadmin?

September 29, 2022
October 24, 2022
Customer Experience, Standard Operating Procedures, Web Admin, Online Banking
webadmin

Online Banking Email Template – Account Number

September 23, 2022
May 30, 2023
Customer Experience, Standard Operating Procedures, Web Admin, Customer Tools, Online Banking Portal
Online Banking email template account number, Account number email template, account number template, OLB template

How does the Customer Success (CX) team receive Fee Waiver requests?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Complaints, Account Maintenance, IRAs, Web Admin, MaxMyInterest, Fee Waiver
email, OLB, Web Admin, Online Banking Portal, phone, CX Team, ustomer Success, Fee Waiver

How to enable the external transfer feature for a banking customers?

September 22, 2022
December 12, 2023
Customer Experience, Standard Operating Procedures, External Transfers, Web Admin
External Transfer, enable external transfer, retail w/ bill pay, How to enable the external transfer feature for a banking customers?

Customer Care Console- Process Service Request (General Steps)

September 22, 2022
September 29, 2022
Customer Experience, Standard Operating Procedures, Web Admin
customer care console, Web Admin, Customer Care Console Request, Web Admin Request, Web Admin Service Request
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