Digital Banking 2023 Recap

Which of the following clients are eligible to enroll in Business Digital Banking?

• Authorized Signers

• Titled Officers

• Secretaries

• Owners

New MyBiz Plus clients will automatically be enrolled in Digital Banker.

• True

• False

How do businesses not currently using Digital Banking enroll?

• Associate submits a CRM case on behalf of the client to enroll.

• Associate refers the client to CSC who can enroll them.

• Client fills out the Business Enrollment Form.

• All businesses are automatically enrolled.

Which TWO actions must be taken for a client to unenroll in Autobooks?

• Client contacts Autobooks directly.

• Associate emails Digital Banking

• Associate submits a CRM case to Digital Banking.

• The client is stuck with Autobooks forever.

Which accounts are eligible to use P2P?

• Business DDAs

• Consumer DDAs

• Consumer SAVs

• UTMA Accounts

When requesting P2P access for a client, what must be included in the case?

• Reason for access

• Type of access (temporary or permanent)

• Client's preferred transfer limit

• List of accounts needing access

If a client is setting up an External Account, what THREE of these must be true for it to be successful?

• Names must match.

• Account is not another internal Centier account.

• Must be set up using Plaid or Challenge Deposits

• Account balance must be over $500.

In what scenario can Retail Associate unlock a client's Digital Banking within NuPoint?

• They can't; only Digital Banking or the CSC can unlock accounts.

• When the client is locked out due to 180 days of no logins.

• When the client is locked out due to deleting the app.

• When the client is locked out due to failed login attempts.

Where can you set up notifications for changes and statuses of CRM Cases you create?

• Within the Notification tile on Nupoint Canvas

• Submit a JIRA ticket to the EAA team to create them

• Within each individual CRM case

• There are no notifications for cases in the CRM

It is better to open a new Case than to reopen a Case that is more than two weeks old.

• True

• False