U.S. Bank Welcomes You to the 11th Annual GSA SmartPayreg;....pptVIP

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U.S. Bank Welcomes You to the 11th Annual GSA SmartPayreg;....ppt

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U.S.BankWelcomesYoutothe11thAnnualGSASmartPayamp;reg;....ppt

PHOENIX ARIZONA – JULY 28-30, 2009 U.S. Bank Welcomes You to the 11th Annual GSA SmartPay? Training Conference USDATravel Card Basics A/OPC Contacts, Credit Worthiness, Account Suspension, Collections/Salary Offset and Reporting July 29, 2009 Introductions John McCain – USDA Program Manager Aaron Prose – USDA Travel Program Manager Scott Kelly – Relationship Manager Andrew Ryall – Portfolio Risk Manager Ernest Edwards – Account Manager Jennifer Dalhed – Account Coordinator U.S. Bank Roles Responsibilities Relationship Manager Dedicated support to PMO Account Manager Dedicated support to Program Leads and Level 3 AOPC’s Account Coordinator (800) 254 – 9885 Opt 3 Dedicated support to all AOPC’s Assists with mass maintenance requests Assists with training and support for new AOPC’s Customer Service – AOPC Support (888) 994 – 6722 Available 24 hours a day, 7 days a week Immediate assistance for AOPC requests Order statement or report copies, closing or maintaining an account, verifying account balances or transactions, activating an account, names changes, and disputes AOPC must be able to be identified properly before information can be released. Customer Service – Cardholder Support (888) 994 – 6722 Available 24 hours a day, 7 days a week Provide assistance on general account information requests, to activate a card, order copies of statements or disputing a transaction Cardholder must be able to be identified properly before information can be released Access Online Helpdesk (800) 254 9885 Opt 2 Access Online navigational support and questions Password resets Report error messages Access Online web-based training passwords Credit – Best Practices Participate in Credit Worthiness Assign limits and card access based on cardholder risk. Credit scores predict risk. Assign limits based on anticipated cardholder travel needs, not on default limits. Credit Score Accounts quarterly and adjust limits and card access based on most current risk assessment. Monitor an