CentrixOAS Case Study

North Valley Bank Simplifies Overdraft Collections

North Valley Bank, headquartered in Redding, California, has offered a successful overdraft protection plan since 2000.  As the bank grew, however, administering these accounts became a challenge because the software being used lacked flexibility and functionality.  With aggressive growth projected for the coming years, the bank knew changes had to be made. 

To streamline overdraft collections and contact management, the bank partnered with Centrix to create the Centrix Overdraft Administration System (OAS).  “Prior to working with Centrix, our daily process was rigid and inefficient,” said Misty Baker, Overdraft Collections Supervisor at North Valley Bank.  “We realized that changes needed to be made, and we had to give our employees the tools to succeed.  Centrix made that happen.”

CentrixOAS™ gives the bank a flexible, browser-based tool that offers centralized collections management, yet enables the branches to work their collections if desired.  The system incorporates a daily “call list” for collectors, contact notes and history, follow-up dates, on-line reports, and the ability to refund/waive fees and charge off accounts.  The bank can define an unlimited number of customer letters, which are automatically produced each night.  A complete history is maintained of all activity while the account is overdrawn so employees can look at both current and prior overdraft activity.

Although overdraft collections will always be a challenge, North Valley Bank knows they have a system in place that allows them to manage their accounts efficiently and effectively.  As the bank continues to grow, the flexible and scalable design of OAS will continue to meet their needs as well as enhance the profitability of their overdraft protection plan.

To learn more or to schedule a product demonstration, visit www.centrixsolutions.com or call (402) 488-3990.

 

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