VBankWorks® - Valley National Bank

Transcription

VBankWorks
®
User Guide for Online Banking, Bill Payment, eStatements and
Mobile Banking
Inside…
Online Security....................................... 2
Getting Started...................................... 2
Navigation Tools.................................... 4
My Accounts........................................... 4
My Settings............................................. 6
Bill Pay.................................................... 7
Make a Transfer................................... 11
Additional Services.............................. 13
Stop Payment....................................... 15
Mobile Banking App............................ 17
®
© 2016 Valley National Bank®. Member FDIC. All Rights Reserved. VCS-7233
800-522-4100
valleynationalbank.com
Welcome to VBankWorks®. This guide is designed to help you begin using VBankWorks, Online and Mobile Banking in a few easy steps.
Learn how to manage your accounts and pay your bills online at your convenience, anytime, any place.
Online Security
Banking safely and securely
with VBankWorks
Once online, we use 128-bit Secure Socket Layer (SSL) encryption
for your protection. We also have an enhanced feature to make
your online banking experience even more secure. Multifactor
Authentication provides an added layer of protection against online
fraud by requiring a one time passcode when you login from an
unrecognized computer or device to verify your identity and further
authenticate access to VBankWorks.
Help!
On-screen Help
Click Help on any screen for instant, on-screen assistance.
Phone
Our Customer Service Center is open 24 hours a day, 7 days a week.
Simply call our toll-free number at 800-522-4100 to speak to
someone for assistance. For calls from outside of the U.S. and
Canada, please call 1-973-305-8800.
All online and mobile banking transactions conducted at Valley National Bank must comply with the Comprehensive Iran Sanctions,
Accountability, and Divestment Act of 2010 and all other OFAC related Sanctions.
Getting Started
Visit www.valleynationalbank.com. Enter your zip code.
VBankWorks Online Banking and Bill Pay
2
Click the Sign In button to access the Login
page or to Register for VBankWorks Online
Banking.
You can change your password at anytime
by clicking My Settings. If you forgot your
Username or Password, you can reset it by
selecting “I can’t access my account” after
you’ve had an invalid login attempt. You
may also contact our local 24/7 Customer
Service Center at 800-522-4100. For calls
from outside of the U.S. and Canada, please
call 1-973-305-8800.
Getting Started
(for Florida Residents)
Click the Online Banking tab.
Select the Register Now button. Enter
your information and follow the steps
to complete registration. Once you’re
approved, click the Sign In button, enter
your Username and Password and click
Sign In.
You can change your password at anytime
by clicking My Settings. If you forgot your
Username or Password, you can reset it by
selecting “I can’t access my account” after
you’ve had an invalid login attempt. You
may also contact our local 24/7 Customer
Service Center at 800-522-4100. For
calls from outside of the U.S. and Canada,
please call 1-973-305-8800.
VBankWorks Online and Mobile Banking
3
Navigation Tools
This navigation bar displays at the top of every screen.
Deposit and balance
alerts can be viewed
Review your
accounts with
ledger and
available
balances
Pay your bills
and view
Bill Presentment
Change/update your
user name, password,
security contacts and
account settings
Transfer funds
between your Valley
accounts
Access to
eStatements,
Stop Payments,
Mobile Banking
and Alerts
VBankWorks information
and step by step
instructions on how to use
tools within the platform
Open an account
without having to
visit a branch
Securely exit out
of VBankWorks
Online
support from a
Customer Service
Representative
by email
My Accounts
My Accounts is your home page and lets you review all of your deposit and loan accounts.
Click the account
name to view
the details of this
account
Pay bills and
loans easily from
the homepage
A Quick Peek
option is an easy
way to view your
most recent
transactions.
4
When you click the name of an account on your Account Summary page, the detailed history of the account will be displayed.
Click headings
to sort transaction
history by column
headings
To view more
transactions, enter
a new date range
Export your account history to your desktop to
import into Quicken® or any spreadsheet
application, by clicking Export and choose
your file format.
Your available
balance will
reflect pending
debit transactions
We recently introduced Pending transactions as a way to keep you informed about your account. It is important to note, the difference
between your Current Balance and Available Balance are Debit Hold Transactions (DBT HOLD), which may include overdraft or line of
credit funds. DBT HOLD transactions expire after 3 business days, and once they expire, they are reflected in your Current Balance
once the DBT HOLD transaction posts to your account. If you have any questions, please speak with your Bank Representative or call
our Customer Service Team at 800-522-4100.
5
My Settings
Update and change your information and settings.
Update or change your email
address, username, password
and phone number(s).
Customize the
names of your
accounts and choose
what accounts you
want to see
Set up text and
email alerts.
See page 14
6
Bill Pay
Once you have registered for Bill Pay and Presentment, you can forget about writing and buying checks. When customers register
for bill presentment and pay with us, it does not eliminate your paper statements unless the customer has already opted for that
feature with the creditor. Paying bills and receiving statements online is safe, secure, convenient, cost efficient and eco-friendly.
• Pay your bills when
and to whom you want in
the United States
• Schedule recurring
payments for regularly
occurring bills
• Pay your bills immediately
or schedule them for
a future date
• Receive online
statements from
your payees
Add Payees
To setup your Payees, simply follow the steps below.
Select
Bill Pay
Type the name
of the Payee
or person you
want to add
7
If the Payee is
in our database,
you only need to
type in your account
number and click
Add Payee
If the Payee is
not in our database,
you will need to
complete all of the
required information
My Bills and People I Pay
Schedule your payments for processing and view processed payments with these simple steps.
If you have more than
one deposit account,
select the account you
want to pay from
To add additional
accounts for bill pay,
contact our Customer
Service Center at
800-522-4100
To make a payment,
enter the amount,
date and click Pay
Set up eBill,
payment reminders
and automatic
payments. See page 9.
8
Payee Options
9
Scheduled
payments will
appear here and
may be viewed,
edited or cancelled
Note: Recently processed payments can be viewed below the Scheduled Payments section or by clicking on “view payment
history” next to My Payments.
Edit and Cancel Payments
Once you have scheduled a payment, you can edit or cancel it anytime prior to the time it is processed.
Click Bill Pay
to edit a scheduled
payment
Click Edit to change
the amount, date or
funding account
Click Cancel
to cancel the
payment
10
Move Money
With VBankWorks you can transfer funds or set up recurring transfers to your other Valley accounts. Transfers may be added,
edited or deleted at your discretion.
Choose From and
select the account you
want to transfer from.
Choose To and select
the account you want to
transfer to.
The drop-down menus
will show you each
account’s number, the
available balance,
nickname and/or
loan amount due
Type the amount
you wish to
transfer
Click Transfer Funds to process
your transfer. You will have the option to
confirm or cancel it on the next screen
11
Schedule a Transfer
Click
Schedule a Transfer
You have the
option of receiving an
email alert/notification
of the transfer
Users have the option
to personalize an email
message to themselves
12
Additional Services
eStatements
Provides you with an eco-friendly and expedited means for accessing your checking and statement savings account statements
and eliminating paper statements. eStatements are presented in PDF format and are an exact replica of a formal printed paper
statement. When your statement is ready you will receive an email to let you know it is available.
To enroll click
eStatements
from the menu bar and
accept the Terms and
Conditions
After you receive an email notification that your statement is available, log in to VBankWorks and click eStatements.
Select the
Account Number
and Statement
Month using the
drop down menus
and click Submit
If you have an
eStatement available,
the following screen
will display
Click the Adobe icon
to view your
eStatement
Click this link to view
the back of your
statement
Please note: Before closing an account, we recommend that you save all statements to your computer. If not, all records will be lost.
13
Mobile Banking and Alerts
VBankWorks has the ability to send mobile and email alerts/notifications to keep you updated. Simply choose whether you want
your updates periodically or based on your account balances. If you have a text plan, you may set up text alerts on your mobile
phone. You will also need to know your wireless carrier’s text alert format and address. VBankWorks will automatically notify you
daily, based on the criteria that you select. Message and data rates apply. Please contact your mobile service provider for any
applicable rates and fees.
Click Mobile
Banking & Alerts to
setup email or text
alert notifications
Manage Text Alerts
(973) 321-7890
jdoe@valleynationalbank.com
(973) 321-7890
Allows you to set up alerts
(account balance and low balance) and
edit email and text information
Once enrolled you will be able to text bal (balance of primary account), bal all (balance of all accounts), bal chk (balance
of all checking accounts), bal sav (balance of all savings accounts, last (last 5 transactions of primary account), stop (to
deactivate), trans (type trans and amount to transfer from one account to another) or help to 454545.
14
Stop Payment
Conveniently place a Stop Payment on checks that you write or have written by following these simple steps:
Click
Stop Payment
Complete the
required fields
and click
Submit
Please Note: The Stop payment feature can only be used for checks physically written and not for payments processed through Bill Pay.
15
105
Confirm
Information
Verizon Wireless
Click on the
Stop Payment drop
down to Check the
Status of a
Stop Payment
16
Mobile Banking App
Valley’s Mobile App is free and downloadable for
iPhone®, iPad®, Android™ smart phones, AndroidTM
tablets and Kindle Fire™ at the Apple App StoreSM,
Google PlayTM Store and Amazon™ App Store.
Message and data rates apply. Contact your mobile
service provider for rates and fees.
VNB® Mobile
From your smartphone or tablet, login using your existing
VBankWorks User ID and Password.
1234
5678
The Mobile App has been designed to offer the same level of security
currently available using VBankWorks. After the initial login, you will be
prompted to confirm your identity.
• You can select to receive a text message (Text me) or phone call
(Call me)
• Once confirmation is complete, you will be routed to the homepage.
17
$20,664.85
$20,664.85
$1,332.00
$1,332.00
iPhone
Android
This service offers customers quick and easy, 24/7 access to their:
• Account Summaries
• Account History
• Transfers
• Bill Payment
• Mobile Deposit
All active accounts will display on this screen along with the current and available balances.
• To view transaction detail, click on the account title.
18
vnb
$20,644.85
Savings
$1,332.00
$2,500.00
To transfer funds, tap\select Transfers at the bottom of the
screen
To process a transfer:
• Tap/select From and select the account you are transferring
the money from.
• Tap/select To and select the account you are transferring the
money to.
• Once finished tap/select Transfer.
Bill Pay allows you to:
• Make single payments to payees previously set up in
VBankWorks.
• View, edit or delete pending payments.
Note:
• You cannot Set up, Edit or Delete Recurring Payments.
• Coming soon: Add a new Payee from your smartphone or tablet
using our mobile app.
19
Checking
$20,644.85
Deposit checks on the go
• Enter the amount
• Take a picture of the front & back of the check
• Click Deposit
Choosing More, allows you to have the ability to obtain
• Account notifications
• Update account settings
• Sign off
• Branch locations
• Customer service
• Website
• Privacy Policy
20

VBankWorks® - Valley National Bank

Transcription

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