Clients must be present in the lobby for the instant issue debit card to be issued. Never issue Instant Issue debit cards through the drive-thru.
To issue a replacement instant issue debit card for a client, do the following:
- Complete all regular processes in Xperience > Streamline to re-order the client a new card and upload the record. For debit card order procedures, click here.
- Verify that the PIN pad is connected and clear of any messages.
- Check the device status. Troubleshoot if disconnected or offline.
- In Entrust > Integrated Client enter the account number and click Load.
- Select a card to re-issue.
- Click Process.
- Click Select PIN.
- Tell the client to enter a 4-digit PIN in to the PIN pad and press the green button.
- When the PIN pad prompts, tell the client to re-enter the PIN and press the green button.
- Click Process.
-
For Business Debit Cards on a CR825 single hopper machine ONLY, do the following:
- The system prompts you to insert the business debit card.
- Under dual control, access the Dual Control Business Card Box.
- Remove 1 business card and re-lock the Dual Control Business Card Box.
- Insert the business debit card, UNDERNEATH the previously loaded cards, in the machine opening until you hear a click.
- Press the orange light on the front of the instant issue machine.
- Once the light turns green, the business card prints.
- The system prompts you to insert the business debit card.
-
For Business Debit Cards on a CR825 single hopper machine ONLY, do the following:
- Do one of the following:
- If the print quality is below standard, do not give the card to the client, but instead quality reject and reissue the card.
- If the print quality is acceptable, continue to the next step.
- Remind the client that the card is active and ready for use.
- (Optional) Tell the client that a balance inquiry from an ATM is a great way to test the card.
- Provide the client with the new Instant Issue Card in the card carrier.