Banner Bank Business Mobile Remote Deposit User Guide

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User Terminology Throughout this document, the text will refer to certain parties and their responsibilities in using the application. The following terms will help define “who is who” while performing tasks in the system. A. Admin User: The admin user is responsible for creating, deleting, enabling, and disabling additional users within your company. In addition, the admin user is responsible for the following. • Editing, unlocking, and/or deleting a user’s profile • Resetting a user’s password to provide a temporary one • Assigning specific roles or functions to a user • Enabling access to any and all accounts (locations) for which a user will be processing deposits B. User: A company employee authorized by an admin user to use the Remote Deposit application for processing deposits. Based on their assigned privileges/roles, users will have the ability to perform the following. • Process transactions • Generate reports • Research historical transactions • Edit transactions Accessing the Application The Business Mobile Remote Deposit application has different routes of access, each one allowing you to perform different tasks. The following is a brief description of the ways to access the application and what each route offers. • Mobile App: Once downloaded to a certified mobile device from the appropriate app store, the Banner Bank Business Deposit app allows you to create a new deposit with images of the front and back sides of checks. • Administration Portal: Admins access the Business Mobile Remote Deposit Administration portal to set up users and assign them privileges and roles to perform tasks. Users access the portal to generate reports about deposits, edit transactions, and view transaction history. The administration portal is accessed by logging into Business Online Banking using your Online Banking login credentials, and then selecting Remote Deposit in the navigation menu. If you are the designated Company Administrator, you will then log into Business Mobile Remote Deposit using the credentials supplied to you via secure email by our Treasury

Getting Started: Introduction