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Getting Started with the Business Online Service System B.O.S.S. Table of Contents Introduction……………………………………….2 Getting Started…………………………………….3 Recommended Equipment………………………...4 Security……………………………………………5 The Basics…………………………………………6 Accounts…………………………………………..7 Transactions………………………………...……..8 Commercial-Cash Management Features...……9-10 Services……..……………………………………11 Preferences……..…………………………….12-13 Contact Us………………………………………..14 Hours………………………………………….…15 Service Levels……………………………………16 1 www.HilltopNationalBank.com Introduction Hilltop’s Business Online Service System is designed with complete business functionality in mind, providing business account holders greater accuracy and organization than ever before. It’s fast, easy to use and secure. Getting started with the B.O.S.S. is a snap, just flip through this guide and see for yourself. You’ll learn about the various features and functions and see just how easy the system is to manage. For additional help getting started, give us a call or come by any Hilltop National Bank location and we’ll walk you through a demonstration. You can also visit the HNB website at www.HilltopNationalBank.com. Select the Online Services link on the left side of the screen. Then select Test Drive. Business Online Service System from HNB – The B.O.S.S. – simply a smarter way to bank! www.HilltopNationalBank.com 2 Getting Started Getting online to do your business banking is easy. Visit our website to print an application or come by any Hilltop National Bank location. Complete an Enrollment form: Assign one Supervisor List the account numbers Provide contact methods to allow the system to contact you through a telephone number or email address After processing your application, our eService Specialist will set up your B.O.S.S. account. The supervisor of the accounts will be assigned a Login ID. To start accessing the accounts, log on to: https://hilltopnationalbank.com First time users will log in and select New/Forgot password. A temporary Secure Access Code will be delivered via one of the contact methods provided on the enrollment form. The user will be prompted to change the password, create an online profile, and accept the online legal disclosures prior to viewing the accounts. Access to ACH origination or wire transfer features requires a completed agreement which must be approved by the bank. 3 www.HilltopNationalBank.com Recommended Equipment PC running Microsoft Windows 98/ME/2000/XP/Vista or Mac running OS-X A current version of an SSL-enabled browser such as Internet Explorer (IE) or Firefox (Mozilla) An Internet connection. Note – dial up connections will be significantly slower than DSL or Broadband. www.HilltopNationalBank.com 4 Security Hilltop National Bank is 100% committed to protecting your information. Here are a few examples of how serious we are about Internet Banking security: Secure Access Code – A Login ID is assigned to you; however a temporary password is not assigned. You will be required to log into the B.O.S.S. and request a temporary Secure Access Code which is delivered to an email address or phone number that you provided. Computer registration – Registering each computer which is used to access the B.O.S.S. ensures that only your registered computer(s) has Login ID/Password access to the B.O.S.S. Phishing phrase – A personal phrase appears as a transparent overlay on the HNB login screen. This tool is used to help verify that you are on the correct website. Automatic session time-out Control access to accounts and specific users Supervisor controlled maximum daily, weekly, or monthly dollar limits on transactions for each user Data encryption using 128-bit Secure Sockets Layer (SSL) 5 www.HilltopNationalBank.com The Basics With the Business Online Service System you will find the functionality of the system easy to learn and easy to use. The transaction links are located on the left side of every screen. Each screen also contains a HELP button that offers tips for using the system along with answers to frequently asked questions. The following pages provide an overview of the basic features of Hilltop National Bank’s B.O.S.S. www.HilltopNationalBank.com 6 Accounts OVERVIEW - When you log in to the B.O.S.S., the “Overview” screen automatically displays all of your accounts and balances. From this screen, you can click on your account to bring up a history of transactions. You can also use the quick transfer buttons to transfer funds directly from this screen. HISTORY – View up to 2,000 transactions in one screen. You can specify the number of transactions you would like to view in account preferences. Magnifying glass images appear next to each check and deposit transaction. By clicking on the magnifying glass , you will be able to view the front and back of these images. ONLINE ACTIVITY – View all transactions that have been initiated by any user online. View, approve or cancel online transactions directly from this page. STATEMENTS – View up to 18 months of statements for every active online account. 7 www.HilltopNationalBank.com Transactions FUNDS TRANSFER – Transferring funds is as easy - select the account you want to debit (Transfer From), select the account to credit (Transfer To), enter the dollar amount, verify the information is correct, submit the transfer and approve it. BILL PAYMENT – The Bill Payment center offers you the convenience of paying your bills online rather than writing and mailing a check. Payments are made electronically or by paper check. RECURRING – Set up recurring payments to any Hilltop National Bank account. Whether you have a loan payment or want to transfer funds to a savings account; you can schedule transfers to fit your needs. www.HilltopNationalBank.com 8 Cash Management Features RECIPIENTS – A recipient is any person or company receiving either a debit (payment) or a credit (collection) as the result of a commercial transaction from the B.O.S.S. SINGLE PAYMENT – Make a one-time single ACH payment to any recipient. SINGLE RECIEPT – Receive a one-time single ACH receipt from any recipient. Get paid quickly and easily with the proper authorization from the recipient to receive funds from their account. PAYROLL – Pay your employees using direct deposit payroll. Import a file from your existing payroll software program, or create your own payroll file within the B.O.S.S. PAYMENTS – The payment function allows you to make ACH payments to a number of recipient accounts with one withdrawal from your account. Create batches for payments and select specific payments with the check of a box. 9 www.HilltopNationalBank.com Cash Management Features COLLECTIONS – Collect funds through ACH collections. Get paid quickly and easily with the proper authorization from the recipient to receive funds from their account. Create a batch file to receive funds or import a file with the recipient’s information. WIRE TRANSFERS – Submit a wire transfer online. Send collected funds immediately to any recipient on the same day the request is sent. TAX PAYMENT – Submit Federal and some selected state tax payments online. You must have approval from the Internal Revenue Service to pay your taxes through ACH origination. www.HilltopNationalBank.com 10 Services MESSAGES – Send and receive secure messages to and from Hilltop National Bank ADDRESS CHANGE – Change your address and contact information securely online STOP PAYMENT – When you submit a stop payment online, it comes directly to the bank so we can enter it on our system. CHECK REORDER – Reorder checks from the convenience of your office OTHER SERVICES – Links to Direct Deposit Authorization forms and Savings Bond order forms 11 www.HilltopNationalBank.com Preferences ACCOUNT – Set the preferences for your accounts. You can change the order in which you view your accounts on the overview page, title or nickname your accounts, and designate the number of transactions that are visible on the history screen. ALERTS - Alerts and reminders send notifications of important account information and personal reminders based on your selected preferences. You can create account-based alerts to automatically notify you of important changes to your account (i.e. your balance drops below a specific amount, etc.). You can also create personal reminders so you don’t forget special events. SECURITY – Change your password, add a phishing phrase, and add additional contact methods for the system to contact you with a Secure Access Code. SUBSIDIARIES – Manage additional companies that might fall under the main parent company or holding company. Add the company name, address and tax identification numbers to enable the use of ACH payments and collections for a subsidiary. www.HilltopNationalBank.com 12 Preferences USER - Create and maintain an online user profile to ensure we have accurate, up-to-date information. This information is important for us to provide the highest level of customer service. MANAGE USERS – Manage the users who have access to the B.O.S.S. Enable or disable access to specific users as determined by the supervisor of the accounts. Add and delete users who have access to the B.O.S.S. with ease. USER RIGHTS – Assign user rights to View, Withdrawal, Deposit, Set Up, Draft, Authorize and Cancel transactions. Each user will only have access to the levels you assign. You may set daily limits to each user and designate the transactions they have access to view. BILL PAYMENT – Manage the accounts that will be used for making bill payments when using the Bill Payment link. MOBILE – Enable access to Mobile banking. This allows you to access your accounts, make transfers, and authorize transactions all from the convenience of your internet-enabled mobile device (i.e. cellular phone). This feature is included with your B.O.S.S.; however, charges may apply from your internet-enabled mobile device provider. 13 www.HilltopNationalBank.com Contact Us E-mail:eService@HilltopNationalBank.com E-Service Specialist: (307) 577-3564 Branch Locations: Main Office Safeway East Office 300 Country Club Rd. 300 SE Wyoming Blvd. Casper, WY 82609 Casper, WY 82609 Mountain Plaza Office Glenrock Office 4085 CY Ave. 313 S. 4th St. Casper, WY 82604 Glenrock, WY 82637 Downtown Office Downtown Motor Bank 130 S. Wolcott St. 449 East 1st Street Casper, WY 82601 Casper, WY 82601 www.HilltopNationalBank.com 14 Hours Location Lobby Hours Drive Up Hours Main Office M - F: 9:00 - 5:00 M - F: 7:30 - 6:00 Sat: 8:00 - 12:00 Mountain Plaza Office M - F: 9:00 - 5:00 M - F: 7:30 - 6:00 Sat: 9:00-1:00 Sat: 9:00 - 1:00 Downtown Office M - F: 8:30 - 5:00 Not Available Downtown Motor Bank Not Available M - F: 7:30 - 6:00 Sat: 8:00 - 12:00 Safeway East M - F: 9:00 - 7:00 Not Available Sat: 9:00-5:00 Glenrock M-Th: 9:00 - 4:00 M - Th: 8:00 - 5:00 Friday: 9:00 - 5:00 Friday: 8:00 - 6:00 15 www.HilltopNationalBank.com Service Levels GOLD: All features in the Silver Level, PLUS: ACH Payments and Receipts Payroll EFTPS Tax Payments $39.95 per month SILVER: All features in the Bronze Level, PLUS: Wires Transfers ACH Collections $29.95 per month BRONZE: All the features in the Basic Level, PLUS: Bill Pay – Unlimited number of bills paid $9.95 per month BASIC: Free access to accounts, account details, including check images, statements, stop payment requests, order checks, and make internal transfers. No Monthly Charge Additional charges: $.10 per item for ACH transactions $2.00 per ACH item returned $5.00 discount for wire transfers placed online $5.00 discount for stop payments placed online 09/09 www.HilltopNationalBank.com 16 17 www.HilltopNationalBank.com Getting Started with the Business Online Service System B.O.S.S.
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