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: Status

How to look up a clients application on Mantl?

September 22, 2022

September 27, 2022

Customer Experience, Standard Operating Procedures, Mantl, MaxMyInterest, CST Customer Service Tool

Status, mantl, max my interest, quontic bank, applications

Under the funding account information, what does the status mean?

September 21, 2022

September 29, 2022

Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool

Status, CST, Customer Service Tool, Funding Account

What does the restricted account status mean in the Customer Service Tool?

September 21, 2022

September 29, 2022

Customer Experience, Standard Operating Procedures, Zelle, Bill Pay, CST Customer Service Tool

Status, CST, Customer Service Tool

Once the Check Order/Reorder ticket is created – How is the Check Order/Reorder Processed?

September 13, 2022

September 14, 2022

Customer Experience, Standard Operating Procedures

Ordering Checks, Checks, Check Order, Pipeline, Status, DBO, CX

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