Maintain an Existing Customer

Maintain an Existing Customer

From the Teller home page, click on “Existing Customer”.  A prompt will appear as shown in Figure 3.6.  The default search mode is by “NRIC/ID” number, so here the Teller can either key in the customers IC# or scan the barcode on the bank of the IC card using a barcode scanner.  Alternatively, the Teller can click on “Customer ID” and enter in the customer’s Customer ID if it is known.  (The customer can obtain their Customer ID from their Retail Internet Banking - Profile Settings page.)

Figure 3.4a – Search Existing Customer

Once the customer record is found, the Customer Overview page will be displayed as in Figure 3.7.  This is the main page by where all customer account maintenance and over the counter transactions are made.  From here, the Teller can; view/update a customer’s details, create new deposit accounts, create new loan accounts, make an over the counter cash deposit or withdrawal, make a bill payment, set up a GIRO arrangement (Direct Debit Authorization), make a partial or full loan repayment, or view transaction history.  Under “Tools”, there is a “Credit Approval Simulator” which will be covered later.

Figure 3.4b – Customer Overview

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