User Guide — Voice Banking

All members will need to enroll in Voice Banking using the updated Username and PIN parameters below.

• Login (Member) ID Format: last 6 of SSN + Date of Birth (MMYY).
• Example: SSN = 123456789 + DOB = 03/13/63 would be 4567890363

During registration, all callers will be asked to set or reset a 4-digit PIN after verifying their identity by entering their full SSN and Account Number. You will then need to select your preferences, such as language.

If you enter an incorrect PIN 2 times, you will be redirected to the enrollment process again.

If you incorrectly enter your Login ID, SSN, or Account #, you’ll be transferred to a Yolo Federal Member Service Representative for assistance.

Within the menu, members will have access to their Checking and Savings Accounts, Loans, Credit Cards, and CDs/IRAs via Voice Banking. Below are the different options available for each account type.

• Checking: Review balance, withdrawals, deposits, check history information, and make transfers to and from checking.
• Savings: Review balance, withdrawals, deposits, check history, and dividend information. Make transfers to and from savings.
• Loan: Review loan information and loan transactions, or make a loan payment.
• Credit Card: Review credit card information and transactions, make a Credit Card payment, or activate Credit Cards.
• CD/IRA: Review balances and dividend information, and check maturity date.

Members will also be able to:

• Report a lost or stolen card
• Order checks
• Check branch locations and hours
• Set up or change preferences

For questions or further assistance within Voice Banking, press 0 and you will be transferred to a Yolo Federal representative.

Our updated Voice Banking system will adjust your future call-ins based on your previous actions. For example, if you select your Checking Account on your first call, you will be automatically directed to your Checking Account on the next one.