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How do I look up a customer in the Customer Service Tool?

September 21, 2022
September 29, 2022
Customer Experience, Standard Operating Procedures, CST Customer Service Tool
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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