Customer Experience

Standard Operating Procedures

Debit/ATM Cards

Provisional Credit/Debit

Debit/ATM Limit

Closed Account Requests

External Transfers

Account Maintenance

Demographic Change

Dormant or Inactive Status

Quality Assurance

Mobile Check Deposit

Online Banking Portal

Restrictions/Holds

Unusual Activity

General Mortgage Qs

Document Requests

Special Request

Call Transfer Guide

SOPs - SVP Approved

Contact Authentication

Move Money Options

Digital Bank Operations

Standard Operating Procedures

Interest-Bearing DDA/SAV

Bitcoin Checking

Tag: email

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

September 23, 2022

September 26, 2022

Account Maintenance, CDs, Complaints, Customer Experience, Fee Waiver, IRAs, MaxMyInterest, Money Market, Standard Operating Procedures, Web Admin

CX Team, email, Fee Waiver, OLB, Online Banking Portal, phone, ustomer Success, Web Admin

How does the customer initiate a transaction dispute?

September 22, 2022

September 26, 2022

Account Maintenance, Customer Experience, Debit/ATM Cards, Disputes, Standard Operating Procedures

dispute, email, initiate, online banking, phone, transaction dispute

What information is needed to set up Zelle?

September 16, 2022

September 20, 2022

Customer Experience, Customer Tools, Mobile App, Standard Operating Procedures, Zelle

email, Phone number, Quick pay, Receive, Request, Set up, Transfer, zelle

Email Request to Redeem Bitcoins BUT the email does not match the Horizon profile email address

September 13, 2022

September 20, 2022

Customer Experience, Standard Operating Procedures

bitcoin, Bitcoin Redemption, Bitcoin Redemption Form, by email, email

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