Ways to Bank brochure

Transcription

Ways to Bank brochure
Phoneline
Banking
Mobile
Banking
Cash
machines
Branches
Online
Banking
Ways to Bank
Secure and convenient banking
options to fit your lifestyle
www.firsttrustbank.co.uk • 028 9034 6034 • Ask at any branch
Contents
01 What can I do in branch?
02 What can I do with Online Banking?
03 What can I do with Mobile and Phoneline Banking?
05 How do I view statements online?
06 What can I do at the cash machine?
07 Safer banking with First Trust Bank.
08 Online Services registration form.
Your life is 24/7
So is banking with First Trust Bank
First Trust Bank offers many convenient personal banking options
so you can bank securely, day and night, 365 days of the year.
This is a quick guide on how to maximise your banking options at
First Trust Bank.
First Trust Bank | Ways to bank | Online – Mobile – Telephone – In-branch
What can I do in
branch?
What can I do at my First Trust
Bank branch?
What is Quickbanking with First Trust Bank?
Our experienced staff can give you the tailored
information you need about our products and
services, and managing your finances. We’ll
also be on hand to show you how to use our
Quickbanking options, which are located in
our branches.
Our Quickbanking options are designed to
help you carry out your banking transactions
securely in a fast and convenient way.
Available in branches across Northern Ireland,
you can simply pop in and use them:
To find your nearest First Trust Bank branch
• Download our Mobile Banking app and use our handy branch locator tool
• Visit our website www.firsttrustbank.co.uk and use the branch locator tool
• Call us on 0345 6005 925† (Monday to Friday, 9am to 5pm)
To find your nearest First Trust Bank
cash machine
• Download our Mobile Banking app and use our handy cash machine locator tool
• Call us on 0345 6005 925† (Monday to Friday, 9am to 5pm)
Quicklodge
• Lodge cash and cheques
Lodgements made through the Quicklodge
are processed by 5.15pm on the same working
day.
In-branch tablet
• Log in to Online Banking to:
check your balance, pay your bills and
Credit card and transfer money between
accounts
• Visit www.firsttrustbank.co.uk for useful information on our products and services
In-branch telephone
Use the in-branch telephone to:
• Register for Online Services, get a new PAC or activate your PAC.
• Use Phoneline Banking
• Make mortgage enquiries
• Make credit card and debit card enquiries
• Make general enquiries, including stop a cheque or order a duplicate statement
Call charges may vary please refer to your service provider.
†
Call us 028 9034 6034
Click on www.firsttrustbank.co.uk
1
What can I do with
Online Banking?
Online Banking
With Online Banking, you can do the following:
Whether you are always on the move, or
simply don’t have enough hours in the day,
First Trust Bank’s banking options give you the
freedom and flexibility to bank whenever you
need to, from wherever you are.
• Check your account balances
With Online Banking you have the flexibility
of banking at a time and place that suits
you, and our security precautions mean your
money is kept safe. It’s flexible banking, day
and night, 365 days a year.
Getting started
To get started has never been easier.
• View recent transactions on your account
• View your available funds
• View pending transactions on your debit card, including the retailer name
• Transfer money to your own accounts and to any UK bank or building society
• Pay bills
• Apply for a Fixed Rate Personal Loan
•Apply for a personal Overdraft on your
Plus, Classic or Premier Current account
• Set up, amend or cancel a regular payment
• View and cancel direct debits
Simply call our Customer Service team
on 028 9034 6034. (Monday to Friday,
8:30am to 5pm).
•View and amend the maturity instructions
on your Fixed Rate Saver account
With one simple phone call you will have safe
and secure banking to suit your lifestyle.
• Stop paper statements
• View and print eStatements
• Manage your Cards
• Search for a cheque
• Send a Secure Message
First Trust Bank | Ways to bank | Online – Mobile – Telephone – In-branch
2
What can I do with
Mobile and Phoneline
Banking?
Mobile Banking
Phoneline Banking
Now you can check your balance, pay your bills
and manage your money on the move. Simply
download the First Trust Bank Mobile Banking
App directly from the App Store or Google
Play™, and once you’ve registered you’re good
to go.
0345 793 0000
There are two ways to access Mobile Banking.
1. Scan this QR code and download the app from the App Store or Google Play™ now.
To scan this QR code, you will need a QR scanner app on your phone.
†
†
Call charges may vary please refer to your service provider.
With Phoneline Banking, you can bank
securely and confidentially over the phone,
day or night, 365 days a year. Use the
automated self-service facility, or if you need
help, speak directly to a Customer Service
adviser, (Monday to Friday, 8:30am to 5pm).
To register for Phoneline Banking, or for
more information, call 028 9034 6034 (Monday to Friday, 8:30am to 5pm).
Important Information
2. Download the app directly from the App Store or Google Play™.
Terms and conditions apply and full details
are available on www.firsttrustbank.co.uk/
onlinebanking, from any First Trust Bank
branch, or by contacting our Customer
Service team on 028 9034 6034 (Monday
to Friday, 8:30am to 5pm).
We are covered by the Financial Ombudsman
Service. You can get a leaflet about this from
any of our branches or by visiting our website
at www.firsttrustbank.co.uk.
Data charges may apply. Terms and conditions apply. Apple and the Apple logo are trademarks of Apple Inc., registered in
the US, and other countries. App Store is a service mark of Apple Inc. Google Play is a trademark of Google Inc.
Call us 028 9034 6034
Click on www.firsttrustbank.co.uk
3
Choose the service that best suits your banking needs, depending on the
device you have, and what you need to do.
Take a look at the handy guide below:
Online Banking
Mobile Banking
Phoneline
Banking
Check your account balance
✓
✓
✓
Check and search your recent
transactions
✓
✓
✓
Check your pending transactions
✓
✓
✓
Transfer money between your own
accounts and any UK clearing bank
✓
✓*
✓*
Pay your bills and Credit cards
✓
✓*
✓*
Apply for a Fixed Rate
Personal Loan
✓
Apply for a personal Overdraft
✓
Set up, amend or cancel your
regular payments
✓
View or cancel direct debits
✓
Cheque search
✓
Stop paper statements
✓
View or print eStatements
✓
Order a statement
✓
Manage your Credit card
✓
Manage your Visa debit card
✓
Manage your Fixed Rate
Saver account
✓
Features
✓
✓
Hear the PIN for your personal
Visa debit card
✓
Send a Secure Message
✓
List of useful contacts
✓
Access to banking services day
and night
365 days a year
day and night
✓
365 days a year
day and night
365 days a year
day and night
* You can only transfer funds and pay bills to existing accounts and companies you have already set up on Online Banking
Foreign Exchange rates/calculator and Branch and ATM locator are available on our website www.firsttrustbank.co.uk
First Trust Bank | Ways to bank | Online – Mobile – Telephone – In-branch
4
How do I view
statements online?
What are the benefits of switching
to Online statements?
• eStatements are a free, convenient and
secure method of receiving your personal
account statements and personal credit card
statements online instead of by post
• This service is available to anyone registered
for Online Banking and has an eligible
account
• Using eStatements reduces the need to
order duplicate statements from your First Trust Bank branch or over the phone
• You can view and print whenever you need a
copy of your statement
• You don’t have to worry about storing or
safely disposing of your bank and credit card
paper statements
• eStatements are available for up to seven
years.
How do I view eStatements?
1. Log in to Online Banking and click
‘Accounts’ from the top of the screen then
select ‘eStatements’
2. Click the eStatements icon next to the
account you wish to view
3. Click ‘View eStatement’ for the date you
wish to open.
When you have opened your eStatement,
you can then choose to save or print it.
How do I stop receiving paper
statements?
1. Follow step 1 outlined above
2. Select ‘Stop paper statements’
3. Select the account(s) you wish to stop
receiving paper statements for and click
‘Next’
4. Read and accept the eStatements terms
and conditions and click ‘Next’ to continue
5. You will then be advised that you have
successfully stopped your paper statements
Call us 028 9034 6034
Click on www.firsttrustbank.co.uk
5
What can I do at the
cash machine?
Cash machines
Cash machines are not just for cash
transactions. Using your First Trust Bank Visa
debit card and PIN you can also complete
balance enquiries, top up your mobile phone,
change your PIN and order a mini statement
for your account. To find where your nearest
First Trust Bank cash machine is, download the
First Trust Bank Mobile Banking app and select
our handy locator tool.
How do I use a First Trust Bank Visa
debit card?
The First Trust Bank Visa debit card allows you
to access money from your bank account. You
can use your card in shops, at cash machines
and online wherever you see the Visa logo
displayed. Visa is a name you might only
associate with credit cards but it also appears
on millions of debit cards around the world.
Contactless Payments*
Contactless is the faster way to pay for
everyday items. Contactless technology allows
you to pay for items that cost £30 or less,
quickly and securely. If there is a Contactless
symbol located under the Visa debit logo
on the front of your debit card, then your
card is enabled for Contactless payments.
Occasionally, you’ll be asked to enter your
PIN for what would normally be a Contactless
transaction, just for added security.
*Contactless cards are only available on
current accounts
The card is widely accepted in millions of shops
and cash machines around the world where
you see the Visa sign and can be used to:
• Make purchases at Point of Sale (POS) in shops or supermarkets
• Make purchases with Cashback up to £100
• Make cash withdrawals at cash machines
• Shop online
• Make Contactless payments where you see the Contactless sign.
First Trust Bank | Ways to bank | Online – Mobile – Telephone – In-branch
6
Safer banking with
First Trust Bank.
Security
At First Trust Bank we understand how
important the security and confidentiality of
your information is to you. Your security is our
highest priority and we use a range of security
measures to protect your accounts.
For your added peace of mind visit our
Security Centre on www.firsttrustbank.co.uk/
securitycentre or pick up the Safer banking
brochure in branch which provides tips on how
to stay safe online.
Card reader
The card reader is a security device that works
in conjunction with your First Trust Bank Visa
debit card and PIN to generate unique security
codes which are used to complete certain
Online Banking transactions. Order a First
Trust Bank card reader through the ‘Service
and Settings’ section on Online Banking or by
contacting one of our Customer Service team
at 028 9034 6034 (Monday to Friday, 8:30am
to 5pm).
Call us 028 9034 6034
Click on www.firsttrustbank.co.uk
The card reader provides an additional
control for keeping your money safe from
online fraudsters.
7
Notes
What to remember to do next...
First Trust Bank | Ways to bank | Online – Mobile – Telephone – In-branch
8
D D MM Y Y Y Y
MasterCard credit card number
MasterCard credit card number
Main bank account number
Visa credit card number
Visa credit card number
Sort code
Note: The ‘Second account holder’ section above should be filled in if the account is a joint account and the second account holder wants to register for Online
Services. Each party will receive their own individual Online Services registration number and personal access code (PAC).
Country of birth:
Country of birth:
Date of birth:
Email address:
Email address:
D D MM Y Y Y Y
Work phone number:
Work phone number:
Date of birth:
Mobile phone number:
Home address:
Home address:
Home phone number:
Business name: (if this applies)
Business name: (if this applies)
Mobile phone number:
Surname:
Surname:
Home phone number:
First name (or names):
First name (or names):
Postcode
Title: Mr, Mrs, Miss, Ms, Other
Title: Mr, Mrs, Miss, Ms, Other
Postcode
Second account holder (joint account holder) (see the note below)
First account holder
Personal details
Please fill in this form and return it to FREEPOST RTKE-LYHS-ZXUY, Online Services, 92 Ann Street, Belfast, BT1 3HH.
Online Services registration form
Registration number
Registration number
First account holder Second account holder Date
Second account holder’s signature
Date
First account holder’s signature
ACCOUNT HOLDER SIGNATURE(S)
Authorised by
Issued by
By signing this form you consent to the use of your personal information as indicated in the ‘Data Protection Notice - How We Use Your Information’, within the
Personal banking (current, select deposit and youth accounts) Terms and Conditions.
Data protection notice - How we use your information.
I/We confirm that the information I have provided is true and correct.
I/We want to register for Online Services. Please issue me with a registration number and PAC.
Declaration
We give you permission (until further notice) to provide access via Online, Mobile and Phoneline Banking to the account or accounts in joint names. All account holders
must sign below. Failure to do so will result in access to the joint account or accounts not being available via Online, Mobile and Phoneline Banking.
I want to register to provide access to my joint account or accounts.
Joint accounts
If you need this brochure in Braille,
in large print or on audio, ring 0345 6005 925†
or ask your branch. Customers with hearing
difficulties can use our Text Relay service by
dialling 18001 0345 6005 925†.
Call charges may vary please refer to your service provider.
†
How to get in touch
Call us 028 9034 6034
Drop in to any branch
Click on www.firsttrustbank.co.uk/ways-to-bank
Tweet us @FirstTrustBank
If you have any questions, just ask.
First Trust Bank is a trade mark of AIB Group (UK) p.l.c. (a wholly owned subsidiary of Allied Irish Banks, p.l.c.), incorporated
in Northern Ireland. Registered Office 92 Ann Street, Belfast BT1 3HH. Registered Number NI018800. Authorised by the
Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
FTMDBP62 06/16