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Video Banking FAQs

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. Our platform 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 services available through Video Banking include:

  • Opening a new account
  • Receiving assistance with Online Banking, including co-browsing (with your permission, of course)
  • Applying for a loan
  • Managing your account
  • Conducting any number of other transactions!

But can I withdraw cash or notarize a document?

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.

As for notary or medallion stamp services, those must be done in person at a branch. Pro tip: Make an appointment in advance. We’ll be ready for you.

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).

Is Video Banking available on demand?

Absolutely! During normal Member Service Center hours, Video Banking is a click away. Select the icon on the bottom-right of the screen to get started.

How can I make a Video Banking appointment?

It’s simple to set up a Video Banking session at a time convenient to you. You can schedule an appointment online or by calling 800.433.1837.

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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! 

What do I need to “bring” to my Video Banking appointment?

To protect your security, have your government-issued IDready. If you scheduled a specific type of appointment, 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.

Today's Rates

March 2, 2024