| Sending Money | Accessing Things | Mobile Depost/Digital Wallet | Branching out | Team Facts |
|---|---|---|---|---|
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What is you Inform customers that after they initiate a Direct Pay transfer, it cannot be canceled, amended, or reversed.
Customer states they made a direct pay payment to the wrong payee. What can you tell them?
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48 hours
Customer has forgotten their password. How long does the set password option last for them to change it?
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What is No?
Customer wants to cancel their mobile deposit. Can you?
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What is The name and SSN are on the account
Enroll the customer as described in Online Enrollment: Servicing. The name and SSN are not on the account The name is on the account and the SSN contains all zeros Verify the customer’s: Identity Business authority Account authority Enroll customers in Business Online Banking,
Branch is having issues getting the customer enrolled. Can you help them?
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Who is Alleyah?
This banker has a strong love for blue cheese
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What is Outbound transfers in a Processing or Pending status can be cancelled?
Customer fell for the puppy scam through zelle and wants to cancel their transfer, can you?
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What is the customer's cell phone provider may block short code texts. They need to reach out to their provider to make sure they're enabled.
Customer isn't getting the 2fa texts from online banking, and you see the phone number is eligible. What might be going on?
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What is You can't move the deposit, but you can move the funds as long as they meet transfer guidelines?
Customer put the mobile deposit into the wrong account. Can you move the deposit for them?
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What is yes
Branch wants you to link an account to the customer's OLB. Can you?
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Who is Erwin?
This banker has a pretty bad sun allergy
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What is get them to online fraud?
Customer states their wire hasn't been received by their recipient. In the status is says "outsorted". What do you do?
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What is HCIR, CULO, SEL, HOME, CUAC, A 448 XCC # 802?
Customer can't see their business credit card online. How do you add it?
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From CCM, look-up the customer.
Determine if a track cases is opened for the adjustment. Adjustment cases are listed with the problem category of "Mobile Deposit Adjustment" and have problems listed as "Image Quality" or "Unsupported Item". If there is no CCM track case or if the customer would like to dispute it, see Open debit dispute case. Review the case details and provide the information to the customer.
Customer wants to know why their mobile deposit got adjusted. How can you help them?
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What is change them from a key executive if they have the authority to do that
Branch calls in and states the customer can't transfer between accounts online. You look and see it's because they listed the customer as a key executive. What do you tell them?
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Who is Carla?
This banker has/had an extra wisdom tooth
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What is You don't? You don't charge one for bill pay stop payments.
Customer wants to put a stop payment on a bill pay they sent. How do you charge them the stop payment fee?
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What is HCIR, CULO, SEL, HOME, CUCU, A # 812 NNNC?
Customer can't see their minor account online. How do you add it?
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Access the debit or credit card account in CIV.
If customers are adding both debit and credit cards to their digital wallet, the below process must be performed twice: first for the debit card and then for the credit card. Before entering the workflow, check whether the existing customer is eligible to reach 2FA. From the Requests menu in CIV, select Digital Card Number and Device Maintenance. If the option is not displayed, request that customers add the card to their device. Select Yes to the question, Do you still have possession of this device? Select Activate all inactive DCNs to the question, What action would you like to take for this device? From the Maintenance reason drop-down, select Customer Request. Click Continue. Follow standard procedures to reach a level of Two Factor Authentication (2FA). Click Submit
Customer wants you to activate their DCN for their debit card. How do you?
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What is yes
Branch is calling in because the customer is locked out. Can you help get their access fixed?
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Who is Kaevin?
This banker was recently accepted for Fall Semester at NC State for their Cyber Security Program
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What is Nooooooooooooope. Branch only.
Customer wants to increase their wire limit. Can you?
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What is You tell the customer how to do so?
Customer wants to add their bookkeeper as a guest user. How do you do that?
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Some wells fargo atms accept nfc connections, allowing them to access the atm without the physical card.
Can customers use apple pay at the atm?
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What is BECAUSE KEY EXECUTIVE MEANS NOTHING. IT IS AN HONORARY TITLE LIKE PB3.
They need to be listed as 172: Owner
Branch is calling in because the customer can't use zelle from their business account. You look and see cucu code 087. Why can't they use zelle from the business?
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Who is Alex? (Unless Kaevin gets fired on Wednesday.)
This banker's last day is Wednesday, and they will miss all of you greatly.
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