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Women on a Phone

Automated Phone Banking & Member Service Guide

Manage your CAP COM accounts and take control of your finances with Automated Phone Banking. Whenever it’s most convenient, review your account and perform transactions by phone. If you want to speak with someone during business hours, we’ll match with you with the right Member Service professional for your need.

Before Calling...

  • Please have your account number handy.
  • For voice commands, find a quiet location (and avoid using speakerphone).
  • At any point during your call, dial 9 to return to the main menu.
  • Here are a few shortcuts of frequent commands.

Step 1 - Dial by Extension or Continue

After calling and hearing the greeting, you will have the opportunity to dial by name or extension, or continue.

Step 2 - Verify Your Identity

You will be asked for your account number and other information, so we can verify your identity and keep your account safe.

Step 3 - Choose an Option

Click an option below, then scroll down for instructions.

 

Automated Phone Banking

Options:

Press or Say:

Get my Balance, Account History,Other Account Information 1
Transfer Funds, Make a Payment, Request a Check 2
Switch to Another Account 3
Go to the Help Menu 4
Return to the Main Menu 5
Speak to an Agent Say "Agent"

Balance or Account History (Option 1)

Go to My...

Press or Say:

Checking Account 1
Primary Savings Club Savings Money Market 2
Credit Card 3
Auto Loan, Personal Loan, Home Equity Loan 4
Certificate or IRA 5
Investment Account 6
Balance of Account - Chosen from List Above 1
History of Account - Chosen from List Above 2
Do You Want to Search for a Specific Check? (Checking Account only) Press 1 or Say "Yes"  |  Press 2 or Say "No"
Do You Want to Hear More Transactions? Press 1 or Say "Yes"  |  Press 2 or Say "No"
Speak to an Agent Say "Agent"

Transfer Funds, Make a Payment, Request a Check (Option 2)

I Want to...

Transfer Funds Between Accounts Press 1 or Say “Transfer”
Make a Payment on My Loan, Mortgage or Credit Card Press 2 or Say “Payment”
Have a Check Sent to Me Press 3 or Say “Check”
Speak to an Agent Say "Agent"

Speak with an Agent

The Purpose of My Call is:

Press or Say:

Loan 1
Debit or Credit Cards 2
Online or Mobile Banking - Tech Support 3
Other Reasons for Your Call 4

 

Loans (Option 1)

I Want to…

Press or Say:

Apply or Check the Status of my Application for a:
   - Home Equity Loan
   - Auto Loan
   - Personal Loan
   - Credit Card
1
Apply or Check the Status of my Application for a:
   - New Mortgage
   - In-Progress Mortgage
2
Get Info on my Current:
   - Home Equity Loan
   - Auto Loan
   - Personal Loan
   - Credit Card
3
Get Info on my Current Mortgage 4

Cards (Option 2)

Go to My…

Press or Say:

Debit Card 1
Credit Card 2

Debit or Credit Cards (continues, once above is selected)

I Want to…

Press or Say:

Report a Lost/Stolen Card 1
Report Suspected Fraud 2
Set or Change my PIN 3
Activate My Card 4
Get Card Rewards Info 5
Get Other Help 6

Online and Mobile Banking - Tech Support (Option 3)

I Need Help With…

 

My Password or Logging In Press 1 or Say “Password
Other Online and Mobile Banking Questions Press 2 or Say “Support