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Tag: OLB

How to change a physical address on an account? – Client Procedure OLB

December 6, 2023
December 14, 2023
Account Maintenance, Customer Experience, Demographic Change, Standard Operating Procedures
ADDRESS CHANGE, Change address on an account, Client Procedure, OLB, physical address, Physical address change

How to change/update an email address on an account? – Client Procedure OLB

December 5, 2023
December 5, 2023
Account Maintenance, Customer Experience, Demographic Change, Standard Operating Procedures
Client Procedure, Demographic Change, Email Address, OLB, update email address

Online Banking Enrollment Business Rules

August 23, 2023
October 10, 2023
Business Rules, Customer Experience, Online Banking, Online Banking Portal, Standard Operating Procedures
OLB, OLB registration, Online Banking Enrollment Business Rules, online banking first time user, password, Primary Email

CX Online Banking Enrollment Business Rules

July 5, 2023
July 6, 2023
Business Rules, Customer Experience, Online Banking, Standard Operating Procedures
First time user, Mortgage loan Clients, OLB, online banking, Online Banking Enrollment, Online banking Mortgage, Required info for Online banking

Quontic Bank ONLINE BANKING SERVICES AGREEMENT AND DISCLOSURE

March 8, 2023
April 18, 2023
Account Maintenance, Bill Pay, Customer Experience, Disclosures, Online Banking Portal, Quality Assurance, Standard Operating Procedures
Agreement and Disclosure, Enrollment, OLB, OLB Enrollment, online banking, Online Banking Enrollment, Online Banking Portal, Terms and Conditions

How does a customer enroll in OLB with a duplicate profile on Horizon?

October 4, 2022
October 4, 2022
Customer Experience, Customer Tools, Horizon, New Applicant, Online Banking Portal
duplicate profile, not able to enroll, OLB, OLB error

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

Online Banking (Client View) – Self Service

September 23, 2022
September 26, 2022
Customer Experience, Customer Tools, Online Banking Portal, Standard Operating Procedures
OLB, OLB Self Service, online banking, Online Banking Self Service, Self Administration, Self Service

Online Banking (Client View) – Move Money

September 23, 2022
September 26, 2022
Customer Experience, Customer Tools, Online Banking Portal, Standard Operating Procedures
Move Money, OLB, OLB Move Money, online banking, Online Banking Move Money

Online Banking (Client View) – Accounts Tab

September 23, 2022
September 28, 2022
Customer Experience, Customer Tools, Online Banking Portal, Standard Operating Procedures
Account overview, OLB, OLB Account, OLB Overview, online banking, Online Banking Accounts
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