Process Review

What are the ways to get a Go2Bank? (Select all that applies)

• Retailers

• IVR

• Online

• Moneypak

Which of the following method can be used to activate a Go2Bank cards. (Select all that apply.)

• IVR

• Retailer

• Mobile App

• Website

What information does a cardholder need to set up their Direct Deposit? (Select all that applies)

• Phone number

• Email Address

• Account Number

• Routing Number

How will the customer add funds to their Go2Bank card? (Select all that applies)

• Reload at the register

• Direct Deposit

• ATM

• Bank Transfer

We will need to create a Receipt Research case if the customer's reload is still not showing on the card after 30 minutes.

• True

• False

True or False. The funding delay for Swipe Reloads may take up to 60 minutes from the time the transaction is completed.

• True

• False

True or False. ACH Transfer may take up to 3 business days to be credited on the card.

• True

• False

True or False. Customer cannot transfer money from their Go2Bank/Green Dot going to their external bank accounts

• True

• False

True or False. We must create an SI ticket when the customer's have issues activating their card through app, ivr, and online.

• True

• False

True or False. We must direct the customer to their employer/payer if the Direct Deposit shows "Rejected" in Salesforce.

• True

• False