Citizens Business Bank Business Online Banking Guide

Getting Started

Business Online Banking Overview Business Online Banking allows access 24 hours a day, 7 days a week to view account information and transaction history, move funds, initiate stop payments, and more. Additional services include initiating wire transfers and originating ACH transactions. Robust security features are available in Business Online Banking and referenced later in this guide. Please review the Company Policy section for more information. User Administration An Administrator can establish separate login credentials for each user, as well as limits on each user’s authority to access information and conduct transactions. An Administrator can empower other users with equal authority (in which case, they will also be considered Administrators). We strongly recommend using these controls to create a dual control environment in connection with the transmission of issued check data and when initiating payments. Call 888.228.2265 for more information about User Administration. Users User Administrators can easily assign other Users with specific entitlements based upon access requirements and level of authority. Recipients Recipients are people or businesses to whom you send money using a payment feature offered through Business Online Banking. After creating and saving a profile for each recipient, this reusable profile makes it easy to send payments in the future.

Getting Started: Business Online Banking Overview · 7