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: online banking

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

December 13, 2023

December 13, 2023

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

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

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

Counterset Procedure – Failed/Pending Enrollment

May 16, 2023

May 30, 2023

Customer Experience, Standard Operating Procedures

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

Failed/Pending Enrollment – CX Business Rules

May 16, 2023

May 30, 2023

Customer Experience, Standard Operating Procedures

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

How long is the online temporary password valid for?

March 30, 2023

April 18, 2023

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

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

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

Can I set up online/electronic statements?

October 26, 2022

October 26, 2022

Customer Experience, Document Requests, Standard Operating Procedures, Statements

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

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, External Transfers, Standard Operating Procedures

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

Can a mortgage customer create an online account?

October 7, 2022

July 6, 2023

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

Mortgage, online banking, webadmin

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

October 3, 2022

October 3, 2022

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

online banking, two step authentication, Web Admin

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