Onsite Banker Plus Upgrade Resources
Important Information To Prepare for the New Onsite Banker Plus Platform
Once your profile is migrated to the new platform, your login credentials will remain the same. To prepare for the upgrade, delete any users who are no longer active.
NOTIFICATIONS: Positive Pay Exception, ACH Approval and Wire Approval notifications will not transfer over. Refer to "Alerts" below for complete details.
POSITIVE PAY FILE FORMATS: Positive Pay File formats have changed. Refer to the "Positive Pay Formats" below for complete details.
Training videos are available upon request. Contact Electronic Services at 1-800-829-8629 to have videos provided or if you have any questions.
Fundamentals (PDF Files)
Features and Functionalities (PDF Files)