Customer Experience

Standard Operating Procedures

SOPs - SVP Approved

Call Transfer Guide

Document Requests

Special Request

General Mortgage Qs

Contact Authentication

Move Money Options

Closed Account Requests

Account Maintenance

Dormant or Inactive Status

Demographic Change

External Transfers

Quality Assurance

Debit/ATM Cards

Provisional Credit/Debit

Debit/ATM Limit

Unusual Activity

Restrictions/Holds

Online Banking Portal

Mobile Check Deposit

Digital Bank Operations

Standard Operating Procedures

Bitcoin Checking

Interest-Bearing DDA/SAV

Tag: online banking

How Can a Client view their ACH External transfer limits? Website & App

December 13, 2023

December 13, 2023

Customer Experience, Standard Operating Procedures, External Transfers, Mobile App, Online Banking Portal, ACH

online banking, Transfer, Move Money, mobile app, steps, Limits, Transfers, transfer limits, ACH External transfer limits?, Locate Transfer Limit, View Limits, move money limits

CX Online Banking Enrollment Business Rules

July 5, 2023

July 6, 2023

Customer Experience, Standard Operating Procedures, Online Banking, Business Rules

online banking, OLB, Online Banking Enrollment, First time user, Required info for Online banking, Online banking Mortgage, Mortgage loan Clients

Counterset Procedure – Failed/Pending Enrollment

May 16, 2023

May 30, 2023

Customer Experience, Standard Operating Procedures

online banking, failed/pending enrollment, Online Banking Enrollment, Enrollment, failed pending, failed/pending, counterset

Failed/Pending Enrollment – CX Business Rules

May 16, 2023

May 30, 2023

Customer Experience, Standard Operating Procedures

online banking, release, enroll, failed pending enrollment, Online Banking Enrollment, failed pending, failed/pending, cx business rules

How long is the online temporary password valid for?

March 30, 2023

April 18, 2023

Customer Experience, Standard Operating Procedures, Account Maintenance, Online Banking

online banking, Online Banking Portal, Reset Failed Logins, Change password

Quontic Bank ONLINE BANKING SERVICES AGREEMENT AND DISCLOSURE

March 8, 2023

April 18, 2023

Customer Experience, Standard Operating Procedures, Bill Pay, Account Maintenance, Quality Assurance, Online Banking Portal, Disclosures

online banking, OLB, Online Banking Portal, Online Banking Enrollment, OLB Enrollment, Terms and Conditions, Agreement and Disclosure, Enrollment

Can I set up online/electronic statements?

October 26, 2022

October 26, 2022

Customer Experience, Standard Operating Procedures, Document Requests, Statements

webadmin, online banking, statements, E-Statements, electronic statement, delivery settings, online statements

How does a client intiate adding an external account manually to their Quontic account? Website or Quontic Mobile App

October 18, 2022

December 13, 2023

Customer Experience, Standard Operating Procedures, External Transfers

online banking, External Transfer, External Feature, mobile app, external account, microdeposit, ACH Transfer, adding an external account manually to their Quontic account?, Add External Account, New External Transfer account

Can a mortgage customer create an online account?

October 7, 2022

July 6, 2023

Customer Experience, Standard Operating Procedures, Account Maintenance, Horizon, Web Admin, Mortgage, Online Banking

webadmin, online banking, Mortgage

Can a international phone number be used to authenticate a user in online banking?

October 3, 2022

October 3, 2022

Customer Experience, Standard Operating Procedures, Account Maintenance, Web Admin, Customer Tools, Mobile App, Online Banking Portal

online banking, Web Admin, two step authentication

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