Video Banking FAQs
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Need to make a trip to Numerica but don’t really want to leave your house? Make a virtual visit by video!
Enjoy face-to-face interactions – from wherever you are – to handle many of your account needs.
How does it all work? We are here for your questions about Video Banking!
What is Video Banking?
Video Banking is a way to do much of what you would accomplish inside a Numerica branch — but through a remote video connection.
Is Video Banking secure?
The security of your information is always a top priority, and that doesn’t change with our approach to Video Banking. The platform we utilize has received GIAC Security Essentials Certification (among other safety certifications) and is designed with the privacy of your transactions and account information in mind.
What transactions can I do through Video Banking?
From youth members to business accounts and most everything in between, the list of services available through Video Banking is abundant.
Schedule a Video Banking appointment to:
- Open a new account
- Receive assistance with Online Banking, including screen-sharing and co-browsing (with your permission, of course)
- Apply for a loan
- Manage your account (inquire about a transaction, open a share, file a fraud dispute, etc.)
- Conduct any number of other transactions!
But can I withdraw cash?
While we can’t pass you Benjamins through a screen, we can transfer funds, help you set up bill pay, or even chat about your most recent Netflix discovery (this is a human interaction, after all). But if it’s cash you want, allow us to point you to the nearest ATM. Between Numerica and our CO-OP network, one of the 30,000 ATMs you have access to is likely nearby.
Does Video Banking work on any device and browser?
Video Banking works on any personal device with a camera that has online capability. The platform works on virtually every online browser — but not Internet Explorer (Microsoft fans: use Microsoft Edge, which is the company’s replacement for Internet Explorer).
How do I make a Video Banking appointment?
Video Banking appointments should be scheduled in advance. This can be done online, at a branch or by calling 800.433.1837. Once your appointment is scheduled, you will receive an email and text message confirming the details.
When it’s time for my appointment, how do I attend?
An hour before your appointment, you will receive an email and text with a link that takes you to the virtual portal on our website. Once there, click the button that says “Chat Now,” select “Video,” and you’re in! We look forward to seeing you.
Visual learner? Step-by-step instructions for getting connected to your appointment are outlined in the video below.
What do I need to “bring” to my Video Banking appointment?
To protect your security, have your photo ID ready. Depending on the type of appointment you scheduled, you may also receive instructions of other items to bring in your confirmation email.
What if I still have questions or concerns?
Need more guidance before booking a Video Banking appointment? No problem! We would love to address your questions personally. Stop by a branch or call us at 800.433.1837 so we can give your specific situation our individualized attention.