This comprehensive self-paced course provides you all the necessary need to know information to setup, maintain and support your Account Recon and Positive Pay Advantage customers. This course details the setup options and functionality performed by your organization using the Business Service Tool (BST). This includes the initial bank setup, processing settings, company options as well as reporting features. In addition, the course reviews the Account Recon and Positive Pay actions and features company users will perform using Business eBanking, which includes upload options, exception processing and reporting features.
Relationship Value Management, RVM enables your organization to manage your customers based on the total relationship between each customer and your organization, and reward or encourage specific customer behaviors based on that total relationship. RVM uses the concept of packages of products and incentives to enable appropriate treatment of customers based on their behaviors and needs.
Business Account Management (BAM) allows company users to open, fund, maintain and close accounts. They can also create, review, approve, and submit their account requests. BAM interfaces with the IBS core to support these functions and retrieve supported product types including: Checking, Savings, CD's, Deposit Escrow Sub-Accounts
In this self-paced course, you will discover how to successfully bill your clients using your choice of Client Billing processes. This course will cover what tasks you, the BST user with the billing role, are responsible for during Client Billing.You will explore how to setup new companies and assign packages and services.You will also identify how to maintain existing companies.In addition, this course will also cover how to set up clients for client billing by working with price schedules, the reasons and benefits to using the fully automated Client Billing process, the auto-calculate, manually accept Client Billing Process, or the manually calculate, manually accept Client Billing Process.You will establish how to set up a client to be billed using one of those three Client Billing processes as well.Finally, you will generate and view reports to measure the results of billing.
Gain the knowledge you need to sell or support Business eBanking to your customers. In this interactive, instructor-led course, you will use Business eBanking as a customer to perform everyday tasks like manage users, set approval settings for transactions, complete payments or transfers, review Positive Pay exceptions, and run reports.
In this training, a learner will understand the concepts, applications, and steps taken to monitor fraud for ACH and transactions in Business eBanking. This course is targeted to personnel who administer Business eBanking to their customers.
In this self-paced course participants will be introduced to the process for setting up a new company in the Business Service Tool (BST). Participants will explore how to link a RM/CIS number and set up a company's primary user. Participants will also understand how to select package and service enablements as well as set fulfillment options for the company. Finally, participants will recognize the System Generated Company ID.
In this self-paced course participants will be introduced to the process for setting up an FI user.Upon completion of this course, the learner will recall the process for setting up a new user.Participants will be familiar with the process for adding, editing and deleting FI users in the Digital Administration Tool. Information on the process for editing users and utilizing the User Copy Feature in the Business Service Tool (BST) will also be included.
In this self-paced course participants will be introduced to the administration process for FI User and BeB Customer passwords. Participants will explore how to reset or unlock an FI user password using the Digital Administration Tool. Participants will also understand how to reset or unlock a BeB user password using the Business Service Tool Application. Information about how a BeB user can reset their own password using the Forgot Password Link will also be included.
In this self-paced course participants will be introduced to the process for setting the Wire Service for a company in the Business Service Tool (BST). Participants will explore how to set wire approvals, set wire limits and entering repetitive wire templates. Participants will also understand the wire security code setup. Participants will also recognize the process for extracting the Wire Transfer Report. Finally, participants will recall the process for updating wire requests.
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