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Policies & Guidelines
Standard Operating Procedures
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ATM BALANCING & REPLENISH
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ACH STOP PAYMENT REQUEST
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BRANCH MONTH-END REPORTING (SUPS)
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CARD DISPUTES
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CHANGING AN ADDRESS
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CHECK BALANCING
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CHECK CASHING FEE- NON MEMBER
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COIN COUNTER
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CLOSING ACCOUNTS
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CLOTHING ALLOWANCE REIMBURSEMENT
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DRAFT - STOP PAYMENT
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FEE REFUNDS
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FOREIGN CURRENCY ORDERING
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GARNISHMENTS AND TAX LEVIES
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IDSAFECHOICE OPT OUT
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ID THEFT CLAIMS
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INCIDENT RESPONSE
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LARGE CASH WITHDRAWALS
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LOANS
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NEW HIRE ONBOARDING
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PAYPOINT
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SAFE DEPOSIT BOXES - LOG VISIT
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SAVE UP PROGRAM
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SAVINGS BONDS
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SHARED BRANCHING - DEPOSITS
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SHARED BRANCHING - WITHDRAWALS
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TAX FORMS
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TRAVEL/UNUSUAL ACTIVITY (DEBIT/CREDIT CARDS)
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TREASURY CHECK VERIFICATION
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WIRES
Training Aids
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IRAs & HSAs (Ascensus Guides)
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New Account Keying Guides
Instructions
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​DEBIT & CREDIT CARDS
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FORZA
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GENERAL INSTRUCTIONS
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PASSWORD RESETS
Frequently Used Website Reference
Website | Used For | URL | Who Can Unlock/Reset Users |
|---|---|---|---|
Ascensus (copy & paste URL) | IRA & HSA reporting | https://signon.ascensus.com/Login.aspx | Branch Operations Manager, COO, CEO |
CUNA Training | CU webinars (training bundle) | https://cunacpd.sumtotal.host/Broker/Account/Login.aspx?wtrealm=https%3a%2f%2fcunacpd.sumtotal.host%2fcore%2f&ReturnUrl=http%3a%2f%2fcunacpd.sumtotal.host%2fBroker%2fToken%2fSaml11.ashx%3fwa%3dwsignin1.0%26wtrealm%3dhttps%253a%252f%252fcunacpd.sumtotal.host%252fcore%252f%26wreply%3dhttp%253a%252f%252fcunacpd.sumtotal.host%252fcore%252f&IsHybridOrNativeClient=False&domainid=52160A28FC58BBBE7D714E075077AC76 | Branch Operations Manager, COO |
Card Wizard | instant issue debit cards | https://cardwizard.cuconnect.org/#/Login | Supervisors, Training & Development Specialist |
Checks For Less | ordering checks for members | https://www.bank-a-count.com/ | Supervisors, Training & Development Specialist |
ChexSystems | new account opening - IDVerification & Qualifile reports | https://b2b.libertysite.com/login.asp | Supervisors, Training & Development Specialist |
Clock Entry | employee timecards | https://mytime.payentry.com/107_0069_86153/login/ | HR Manager, CEO |
Docutector | document forgery detection | https://www.docutector.com/contents.asp | N/A (no login required) |
Entrust Store | debit card supplies | https://store.entrust.com/default/ | Entrust Support |
I.D. Checking Guide | verification for IDs from different states | https://www.docutector.com/idcheckingguide/ | N/A (no login required) |
Kasasa Builder Site | explaining Kasasa accounts with members | https://start.connectidaho.org/ | N/A (no login required) |
Kasasa REDchannel | rewards checking account training | https://klpredchannel.kasasa.com/users/sign_in | Supervisors, Training & Development Specialist |
My Co-Op | debit/credit card management | https://sso.my.coop.org/mycoop | Member Experience Manager |
PayEntry ESS | paystubs, W-2s, employee info | https://identity.payentry.com/account/ | HR Manager, EVP |
PayPoint | cash advances on debit/credit cards from other FIs | https://admin3.thepayplace.com/epayadmin/login.aspx?redirect=%2fepayadmin%2fdefault.aspx | Supervisors, Training & Development Specialist |
Portal Pay (internal CU link) | loan payments to CCU from another FI (debit card or ACH) | https://connectidaho.alliedpayment.com/portalpay/app/?type=internal | N/A (no login required) |
RightSignature | sending documents for electronic signatures | https://secure.sharefile.com/oauth/authorize?client_id=hHemsAdC6Jg7hwKVQU9NBf1D1JBLZ6LM&disable_rs3=true&redirect_uri=https%3A%2F%2Fsecure.rightsignature.com%2Fsharefile-redirect&response_type=code&theme=rightsignature#/StartViaSubdomain | IT Department |
TLC360 | online training, annual compliance classes | https://connectionscu.cutrainingonline.com/tlc360/ | Supervisors, Training & Development Specialist, Branch Operations Manager |
TranZact / Catalyst | nightly check scanning, wire transfers, ordering cash for branch | https://login.tranzact.org/account/Login | Accounting Supervisor, Training & Development Specialist, Branch Operations Manager, COO |
Tyfone Admin Console | OLB/app user management | https://connectidahocu.tyfone.com/adminconsole/login;jsessionid=602139F77864AF762DE7910AA4D73704.tomcat-3 | Supervisors, Training & Development Specialist, Branch Operations Manager, COO, Member Experience Manager, Marketing Manager |
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