Wires Over the Phone

When a member calls to request a wire over the phone: 

1. Ask the member to log into Web Online Banking.
2. On the left-hand side of the page have the member select the icon with 3 dots labeled ‘More’
3. Select Wires, Forms & Services
4. Click Wire-Domestic Outgoing Wire Transfer Request.
5. The member must complete all required fields in the online wire form and submit it.
6. Once submitted, an internal message is automatically created in Zendesk for Back Office to verify and process the wire.

***Important***
Wire transfers exceeding $25,000 are required to be processed in person at a branch.

The exception is to a title company to close on a home. The funds must benefit the member if the wire is over the $25,000 limit. The member must fill out the wire form in online banking and provide the wiring instructions from the title company.

We do not process wires in-branch or over the phone for auto purchases. For these transactions, the member must visit a branch to obtain a check payable to the dealership or private party.

Recurring Wires Requested Over the Phone

When a member requests a recurring wire:

1. Verify the member by asking security questions.
2. Staff to complete the top portion of the wire form.
3. Add the template name and submit a Back Office task under Wires.
4. Depending on the situation, the member may be required to log in and submit a message through Online Banking -especially if they have not requested the recurring wire for a long time.

To send a message advise the member of the following steps:

1. Ask the member to log into Web Online Banking.
2. On the right-hand side of the page have the member select the icon with 3 dots labeled ‘More’
3. Select Notifications
4. Beneath ‘Inbox’ select ‘Message Center’
5. Select the plus sign ‘New Message’
6. Drop down ‘Inquiry Type’ and select ‘General’
7. Drop down ‘Inquiry Subtype’ and select ‘Other’
8. Type in ‘Subject’ field ‘Recurring Wire Request’
9. Type details of recurring wire request in ‘Message Field’ and attach any relevant wire details
10. Send message