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WELLS FARGO
EMPLOYEE
WITHDRAWAL PROCESS
FOR ACCOUNT HOLDER
BY: COURTNEY WINGO, JENNY
JUNG, VALERIA ESPINOSA, SABRINA
HILL
AS IS WORK SYSTEM
TO BE WORK SYSTEM
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TRUEX_PPT

  • 1. WELLS FARGO EMPLOYEE WITHDRAWAL PROCESS FOR ACCOUNT HOLDER BY: COURTNEY WINGO, JENNY JUNG, VALERIA ESPINOSA, SABRINA HILL
  • 2. AS IS WORK SYSTEM
  • 3. TO BE WORK SYSTEM
  • 4. Em pl oyee W i t hdr aw pr ocessf oraccounthol der:J enny, Sabri na,Val eri a,Court ney W e l l s F a r g o E m p l o y e e wi t h d r a wa l p r o c e s s f o r a c c o u nt h o l d e r T e l l e r T e l l e r T e l l e rr e c e i v e s t hewi t h d r a w s l i p No Ba n ka c c o u n t h o l d e re n t e r st h e pi nnu mb e rf o r v e r i f i c a t i o n Ac c o u n tv e r i f i e d T e l l e ri n f o r ms S V P T e l l e rc h e c k st h e a mo u nt T e l l e rc a s he s o ut mo n e y T e l l e rpr e s e n t s wi t h d r a wa l wr i t e - u p t oma n a g e r Ba nka c c o un t ho l de rd o e sn o t h a v ehi s / h e r de b i t c a r d T e l l e rg i v e s b a n ka c c o u n t h o l d e rmo ne y T e l l e ra s k st heba n k a c c o u n t h o l de ri f h e / s hewa n t st h e r e c e i p t T e l l e rg i v e s / s e n ds b a n ka c c o u n th o l d e r r e c e i p t o f t r a n s a c t i o n Ma n a g e r Manag e r Ma n a g e r r e v i e ws wi t hd r a wa l f o r m Ap p r o v et h e wi t h d r a w a mo u n t Re v i e wsa c c o u n ta c c o u n t ho l de r ' sf i l e W i t h d r a w App l i c a n t Wi t hdr aw Appl i c ant Ba n ka c c o u n t h o l d e rc o n f i r ms t h ef o r m o f r e c e i p t L e s s t ha n $ 5 0 0 0 . 0 0 Gr e a t e r t ha n $ 5 0 0 0 . 0 0 Ba nka c c o un t h o l d e ro b t a i n st h ewi t h d r a w s l i p Ca r d p r e s e nt e d ? Y e s / I nf o r mst r a ns a c t i o n S V Pc o n f i r mst r a ns a c t i o n
  • 5.