Online Banking Username - Inquiry and Phone Operator

Screen ID:  IHBMWN-02
Screen Title: Inquiry Members Online Banking Username
Panel ID: 3971
Tool Number: Multiple
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Access this screen by selecting Display Username (F20) on the screen outlining the members online banking details. This screen is accessed via Inquiry and Phone Operator, the Online Banking button.

Get the member's perspective with this online banking video: Logging in to Online Banking for the First Time (yes username, yes PIB) (More videos below!)

Screen Overview

  • IMPORTANT: Follow your policies on verifying the member’s identity before sharing this information.

This screen allows front line staff to view the member’s online banking username which the member uses in place of the account number when logging into online banking. To delete the username so that a member can create a new one, you will need to use a similar screen, accessed via Member Personal Banker.

Additional Video Resources

Check out these additional video resources!

Logging in to Online Banking for the First Time (yes username, no PIB) (member video)

View more member-facing online banking videos!

Visit the CU*BASE video library.