A Personal Banker, Cross Trained Associate, or Client Experience Manager (CXM) can request one of the following safe deposit box discounts:

• Associate Box Discount of $20.00 limited to one box – Code EM
• CCB Dual Control Safe Box Discount of 100% – Code BU
• Private Client Discount of $25.00 limited to one box - Code PC

All other safe deposit box discounts, including discounted or waived key deposits, must be approved by the President, Executive Vice President, or Community Executive.

Note: Updating the safe deposit contract in Xperience will NOT change the discount amount printed on the contract.

To add, remove or change a safe deposit box discount, do the following:

1. In Xperience > Customer & Account Inquiry.
2. Search by client name, account number, CIF, or Tax ID / SSN.
3. Click CRM .
4. Click New Event/Activity > Create New Event > Service Session.
5. Click +Deposit Services.
6. Choose DS – SD Discnt/Refund Late Fee Request.
7. Click OK.
8. Complete the following: 
   1. Summary - indicate the action requested (for example: add a discount, change discount, delete discount).
   2. Account Number - click the drop-down menu to choose Safe Deposit Box.
   3. Action Requested - click the drop-down menu to choose Discount Request.
   4. In the Discount Request Code field, click the drop-down arrow to choose one of the following:
      • EM - SD associate box - $20 discount
        • A Personal Banker, Cross Trained Associate, or Client Experience Manager (CXM) can request this discount.
      • BU- SD bank use box - 100% discount
        • A Personal Banker, Cross Trained Associate, or Client Experience Manager (CXM) can request this discount.
      • WA - SD - 100% discount
        • Must be approved by the President, Executive Vice President, or Community Executive.
      • PC - SD Private Client - $25 discount
   5. In the Approving Officer's Name field enter your name or the President, Executive Vice President, or Community Executive's name that approved the discount.
   6. Click Save > Save and Submit Session
9. Click the Events/Activities tab.
10. Print the DS – SD Discount/Refund Late Fee Request service event.
11. Sign the printed copy of the service event.
12. Scan the signed service event and attach it to the Synapsys Service event before submitting it to Deposit Services.