Control Panel
Documentation
Log Out
Log In
Customer Experience
Product
Standard Operating Procedures
New Applicant
SOPs - SVP Approved
Call Transfer Guide
Document Requests
Special Request
Statements
Tax Forms
Mortgage
General Mortgage Qs
Online Banking
ACH
Payoffs
Escrow
PPP
Interest
Contact Authentication
Move Money Options
Existing Loan
Business Rules
Closed Account Requests
Involuntary
Voluntary
IRAs
Account Maintenance
Dormant or Inactive Status
Joint Owner
Beneficiary
Demographic Change
Complaints
Fee Waiver
Bill Pay
External Transfers
Quality Assurance
Disclosures
Wires
Zelle
Money Market
Pay Ring
PIN
Debit/ATM Cards
Provisional Credit/Debit
Disputes
Debit/ATM Limit
PIN
CDs
Fraud
Unusual Activity
Restrictions/Holds
Identity Theft
Customer Tools
Online Banking Portal
Mobile App
Mobile Check Deposit
Retention
CDs
MaxMyInterest
Digital Bank Operations
Standard Operating Procedures
Close Account
Bitcoin Checking
Interest-Bearing DDA/SAV
CD Closeout

Customer Care Console-Assigned

September 21, 2022
September 29, 2022
Customer Experience, Standard Operating Procedures, Web Admin
customer care console, Web Admin, Customer Care Console Assigned, Assigned Active, Assigned Closed, Active Requests, Closed Requests, Active Web Admin, Closed Web Admin
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  • Active
    • All CX worked in-progress client requests
  • Closed
    • All CX worked closed requests