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: wet signature

What is needed to remove a Dormancy from a Client’s Account?

December 19, 2022

December 20, 2022

Customer Experience, Standard Operating Procedures, Account Maintenance, Dormant or Inactive Status

wet signature, Dormant, Inactivity, dormancy, Inactive Account, Letters, Notarized

Important Facts about the Wire Process

September 22, 2022

September 26, 2022

Customer Experience, Standard Operating Procedures, Wires

wire, wire transfer, wet signature, hand written request

What Documents are Required for a Wire Transfer?

September 14, 2022

September 20, 2022

Customer Experience, Standard Operating Procedures, Wires

wet signature, docs required for a wire, documents for wire, what is needed for a wire

Does the Wire Form Need to be Signed?

September 9, 2022

September 12, 2022

Customer Experience, Standard Operating Procedures, Wires

esign, e-sign, esignature, e-signature, wet signature, docusign, docsign, have to sign wire

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