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Curbside Banking - Coggle Diagram
Curbside Banking
Services
Follow Verification Process
New Account
New Customer
Follow ODAO Scripting for IPad use
Go Curbside with Application to collect Identification information
Existing Customer
Follow ODAO Scripting for IPad use Curbside
Verify owners/signers to open the account in branch with customer on the phone waiting curbside
Present documentation, review disclosures, acquire available signatures
Verification Procedures
Existing Customer
Verify Identity with 3 of the Following
Number of FUB Accounts
Mother's Maiden Name
Password
Email on File
Driver's License Number
Date of Birth
Social Security Number
Last 4 of Debit Card