1. JHA OpenAnywhere
1.1. Set-up Guide
1.1.1. From Email Address
1.1.1.1. [email protected]
1.1.2. Verbiage for No Reply
1.1.2.1. Jackie working on this
1.2. JHA OpenAnywhere Workbook
1.2.1. Wolters Kluwer Disclosures
1.3. CIP/CDD Worksheets
1.3.1. Bob to Complete
1.4. Risk Exposure Limits
1.4.1. External Transfers
1.4.2. Funding
2. iPay
2.1. Maintain Instance 42108
2.2. Due Date vs. Process Date
2.2.1. Email to Sara to ask follow-up questions.
2.2.2. Additional Meeting
2.2.2.1. Meeting with Brandon to discuss recommendation
2.2.3. Approvals from Steve, Wende, and Jason
2.3. Are Payments and Payees Transferred or Just Payees?
2.4. Compliance review of bill pay dates
3. iTalk
3.1. # of Callers Report
3.1.1. Cost of callers
3.2. IVR Integration
3.2.1. Work with Tabatha on process
3.3. Business access to iTalk
3.3.1. Mandy confirmation: YES
3.4. Conversion Efforts
3.5. Training
3.6. Communication
3.6.1. Usage
3.6.1.1. How to use
3.6.1.2. What is the PIN
3.6.1.3. Number to Call
3.6.2. Update Website with Phone #
4. Banno/NetTeller
4.1. Duplicate Alias
4.2. NetTeller Testing
4.2.1. Exception Reporting
4.3. Questions
4.3.1. Bulk Upload File - What's needed?
4.3.1.1. Ken will find out
4.3.2. Business Accounts going to Banno
4.3.2.1. Ken needs a file with Name and "Company ID/Host ID"
4.3.2.1.1. Request data from Pat Caffery/Lorie Lewis/Treasury
4.3.3. Reset PIN option within Xperience
4.3.3.1. Ken will reach out to Xperience
4.3.4. Who provides data files to NT?
4.3.4.1. Ken will find out
4.3.5. ESI Report provided by Derek and/or Luke
4.3.5.1. Ken will find out what report and what's needed.
5. Communication (Booklets)
5.1. Banno
5.1.1. Conversations
5.1.2. App Name
5.1.2.1. ANB Go
5.1.3. Transaction History
5.1.3.1. All History Loaded From Core
5.1.4. External Transfers
5.1.4.1. Inbound & Outbound Transfers Available
5.1.5. Quickbooks & Quicken
5.1.5.1. Bank Name: American Ntl Bank Omaha, NE
5.1.6. Alerts
5.1.6.1. All Alerts will need to be reestablished
5.1.6.2. Balance and Transactional Alerts Available
5.1.7. Duplicate Alias
5.1.7.1. Transfers being transferred over
5.1.7.1.1. What are we giving up!
5.2. iPay
5.2.1. Processing: Due Date vs. Process Date
5.2.2. Bill Pay Dates
5.3. iTalk
5.3.1. # to call
5.3.1.1. All numbers will be ported over to existing iTalk number.
5.3.2. Access PIN
5.3.2.1. New users will be required to establish a new pin. This will be requested within the system and request Account #, Full SSN and DOB.
5.3.3. Capabilities
5.3.3.1. Doc by Email
5.3.3.2. Merchant Check Verification
5.3.3.3. Dealer Payoff
5.3.3.4. Stop Payment
5.4. Geezeo
5.4.1. Budget Management
5.4.2. Goal Setting
5.4.3. Alerts
5.4.4. Account Aggregation
5.5. Downtime
5.5.1. ATM
5.5.2. Online Banking
5.5.3. Debit Cards
5.5.4. Branch Hours
5.5.5. Customer Service Hours
5.5.6. Telephone Banking
5.6. Routing Number Changes
6. Mobile Deposit
6.1. Bulk Upload
6.1.1. File received from NT
6.1.1.1. Kavan to Upload
7. Personal Growth
7.1. Education
7.1.1. Electronic Banking Officer Certificate
7.1.2. Tuition Reimbursement
7.2. Officer Title
7.3. Volunteering
8. Geezeo
9. Miscellaneous
9.1. Debit Card
9.1.1. Combine ISO to 1
9.1.2. Gotomycard Integration
9.1.3. MobiMoney
9.1.3.1. Digital Cards
9.2. ANB Go (Banno)
9.3. Gotomycard
9.4. MobiMoney
9.4.1. API Card Controls
9.5. Deluxe Integration
9.6. JHA Digital Cards
10. Growth
10.1. Report
10.1.1. January
10.1.2. February
10.1.3. March
10.1.4. April
10.1.5. May
10.1.6. June
10.1.7. July
10.1.8. August
10.1.9. September
10.1.10. October
10.1.11. November
10.1.12. December
11. Strategy
11.1. Roadmap
11.1.1. Releases
11.1.2. Enhancements