Good Afternoon,
We are looking to run our customer file purge and have identified that some of the CIF profiles in our system belong to customers that do not have accounts, but
exist because they actively cash checks for a business they work for whose account(s) we house (ie: payroll accounts for business with check cashing agreements).
Would anyone be willing to share how they tie these types of customers back to an account that they are not directly associated with as an authorized signer so
they are excluded from the purge?
Thanks!
Regards,
DorieAnne Soderstrom-Jacobson
Alternate Banking Channels, CEBO
591 – 595 Avenue C.
Bayonne, NJ 07002
(201) 823-0700
Ext. 2583/Group Ext. 2580