How to Use Phone Teller

Phone Teller is a convenient alternative to Online Banking that allows you to skip a trip to the branch.

Member Services Representatives are available to assist you during normal business hours. If you experience difficulty during your login you will automatically be transferred. If you need to speak with a Phone Center Representative at any time during your call, simply press [#] to be transferred.

Enrolling in Phone Teller

Enroll today by dialing (805) 543-5624 and pressing the star [*] key. The system voice will prompt you to:

1. Key in your user ID (member number only).
2. Key in your PIN code.
3. Enter a new 4 to 12 digit PIN code.
4. Select or record a personal message.
5. Select three challenge questions which can be answered numerically. The system offers 10 options.

You can press the pound [#] key to pause for up to two minutes, and simply press the pound key again to continue.

Once registered, you can bypass the introductory message on your next call by selecting options 1, 2, or 5

The Phone Teller Menu

1. Balances or Transaction History

1. Savings Balance

1. Recent transactions

# for specific transactions:

1. 1. 1. Deposits
      2. Withdrawals
      3. Checks
      4. Search by amount

2. Checking Balance

1. Recent transactions

# for specific transactions:

1. 1. 1. Deposits
      2. Withdrawals
      3. Checks
      4. Search by amount

3. CD Balance & Maturity Date

4. Loan Balance & Next Due Date

5. Credit Card Balance & Next Due Date

2. Transfers or Loan Payments

• Select the Transfer From account
• Select the Transfer To account
• Select Transfer Now or set a future date

5. More Options

1. Locations (User ID & PIN not required)

1. Branch locations
2. ATM locations

5. Tax information

6. More options

1. To change security preferences

5. For check withdrawals