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

Tag: Customer Service Tool

What Payee Information is Available in CST?

September 22, 2022
October 3, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
CST, Customer Service Tool, Payee, Payee Information

How far back can we see for P2P (person to person) transactions in the CST Tool?

September 22, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
p2p, zelle, CST, Customer Service Tool, Timeframe, transactions, bill pay transactions

Can the CX Team Add Comments in the Customer Service Tool?

September 22, 2022
October 3, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
CX, CST, Customer Service Tool, Comments

Can we see blocked activity pertaining to bill pay in the Customer Service Tool?

September 21, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
Bill pay, CST, Customer Service Tool, Blocked Activity, transactions, bill pay transactions

Are Customer Alerts in CST?

September 21, 2022
October 3, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
CST, Customer Service Tool, Customer Alerts

How far back can we see into bill payments?

September 21, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
Bill pay, CST, Customer Service Tool, Timeframe

How far back can we see payee information?

September 21, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
CST, Customer Service Tool, Timeframe, Payee, Payee Information

How Many Service Requests can be Seen in CST?

September 21, 2022
October 3, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
CST, Customer Service Tool, Timeframe, Service Requests

How far back can CX representatives see into pending payments?

September 21, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
pending, CST, Customer Service Tool, Timeframe, Pending Payments, Payment

Can CX representatives Add/Change Anything for the Client in CST?

September 21, 2022
October 3, 2022
Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool
CX, CST, Customer Service Tool, Add, Change
Loading...