Articles

• BOL Message - Best Practice While answering questions in the Message Center seems straightforward there are a...
• How To Do BOL Messages How to locate, log, process, and resolve Online Banking (BOL) messages. Desktop S...
• How To Use CutePDF Overview What is CutePDF?  CutePDF is a tool that is used for merging multiple PD...
• Closing Accounts - CSC Correspondence Clients can contact the Client Services Center to request an account be closed. T...
• How to Check Status on Money Order/Cashier's Check Check Status on the Account You can check the status of a money orders or cashier...
• Releasing Pre-Authorization Holds In certain circumstances we can release pre-authorization holds for clients if th...
• Removing Non-Clients from Mail Offers Should a non-client contact us requesting to be removed from our mailing list of ...
• Charging FedEx/UPS Overseas Fees to Clients If expediting a card overseas, the cost is no longer $35. The charge to the clien...
• How to Scan End Of Day Work Documents processed and collected throughout the workday must be processed at the...
• Correspondence Monthly Task To keep track of our tasks and completed correspondence, and keep the Bank Direct...
• CSC Chat Identification Opening Breevy (Script) Banker: "Hi! This is your Banker __________. May I have y...
• Correspondence Procedures Correspondence Procedures By Mail Do the following: Mail to the address on file. ...
• Secure Online Transfers (SOT) For Electronically Sent Correspondence Requests, follow the chart below:...
• Chat Procedures Keep the following points in mind when chatting with clients: At the beginning of...