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Popular topics: CSC Quick Find Portal Building a Personal CIF Record

Retail

  1. Retail Quick Find Portal

    Click here for the Forms & Document Library. Who to Contact Personal Banker Teller Opening / Closing Accounts Misc....

  2. Troubleshooting ITMs Onsite

    If you discover an issue with an ITM or a client makes you aware of one, troubleshoot the issue...

  3. Transaction Codes for Counter Tickets

    Use the charts contained in each tab to complete counter ticket items with the appropriate transaction code and information. ...

  4. Post-Training Completion Sign-Off Instructions

    Once your associate has completed their assigned training they must upload the signed page of the checklist as an...

  5. 22(2)3 New Client Onboarding

    Overview The 22(2)3 new client onboarding process gives you the tools to become your client's banker. Personal outreach in...

  6. FDIC - Account Ownership and Category Limits

    Overview The Federal Deposit Insurance Corporation (FDIC) is an independent agency of the United States government. They protect depositors...

  7. StarU Training Assessment Sign-Off

    Training Assessment Sign-Off Managers are responsible for acknowledging the StarU Training Assessment results from Teller and Personal Banker Training....