Telephone Banking

Summary: 

Manage your money anytime, anywhere with our phone banking service.

 


Features

  • Check balances on your accounts
  • Check your minimum payment and due date for your Clear Options Visa Card
  • Check your recent transactions
  • Transfer Funds
  • BPAY
  • Get interest Details
  • Get Information regarding recently presented cheques
  • Request a Statement

How to Register

  • All you need is one of your account numbers to start using Telephone Banking. Then, simply call 13 11 25.
  • One of our consultants will ask you to create a 4 to 6 digit Telephone Access Code (TAC). This will be your code to access Telephone Banking and can also be used to register for Internet Banking

Telephone Banking Guide

phone banking guide

Frequently Asked Questions

What can I do on Telephone Banking?

There are a range of functions you can perform in Telephone Banking including:

  • Check account balances
  • Due dates and minimum amounts on your credit card(s)
  • Transfer funds
  • BPAY
  • Hear your last 12 transactions
  • Hear the last 5 cheques presented
  • Request a copy of current or previous statement
  • Find out interest earned and/or paid for the current or last financial year

Are there fees for using Telephone Banking?

There are no charges for using Telephone Banking outside of the normal fees and charges applicable to your accounts.

Can a business register for Telephone Banking

Only personal customers can use Telephone Banking. However, Non-Personal customers can register for Internet Banking.

What is information only access?

If you currently have information or 'read-only' access to an account (for example you have Power of Attorney) you can have information only access to Telephone Banking. You will automatically have this access when you register for Telephone Banking.

Can I do Telephone Banking from Overseas?

Yes! Use the following telephone number: (+617) 3362 8549

Can I access Telephone Banking for hearing impaired use?

Yes. If you wish to use Telephone Banking via the National Relay Service, you can contact them via 13 36 77 for TTY/Voice and 1300 555 727 for Speak and Listen (SSR)

What is a Telephone Access Code (TAC)?

A Telephone Access Code is a 4 to 6 digit PIN that is used to identify you for Telephone Banking. Do not write down your TAC or reveal to anyone

What is an account identifier?

Account identifiers are shortcuts that are created so you can quickly go to your desired account in Telephone Banking. Each of your accounts are identified in the format of 'number hash' e.g. 1#. Typing in hash only will let you hear all of your accounts and their identifier

How much can I transfer over the phone?

Transfers can be made between $0.01 and $99,999.00. Standard daily limits apply.

What happens if I have transferred money to the wrong account?

If you have transferred funds incorrectly between your own accounts, you can just reverse the transaction by transferring funds back into the correct account. If you are unsure of where the funds were transferred to or have transferred funds to accounts other than yours, contact us on 13 11 75.

I can't seem to access one of my accounts? 

You can only access accounts in Telephone Banking that are in your name or if you have access to them. If you believe an account should be accessible via Telephone Banking, contact us or visit your local branch.

What's a dormant account and how can I reactivate it?

A dormant account is an account where you have not completed a withdrawal yourself during the last 6 months. Completing a branch withdrawal, transferring funds from the account, completing an ATM withdrawal or completing an EFTPOS transaction will reactivate the account.

If the dormant account is an everyday options sub-account, to reactivate, transfer funds into the sub-account and then transfer funds out of the account again. This process will re-activate the account.

Is Telephone Banking safe?

Telephone Banking is safe to use. It is protected by your Telephone Access Code (TAC). If you ever believe someone else may know the code or if you wish to reset it, contact us on 13 11 75.


Text Version of Telephone Banking Guide

Call 13 11 25

Enter your Telephone Access Code (TAC)

Press 1 for Account Balance, 2 for Transactional Information, 3 to Transfer Money and BPAY, 4 for other enquiries.

Account Balance Menu - 1 for active account balance, 2 for all account balances, 3 for Clear Options Credit Card details

Transactional Information Menu - 1 for last 12 transactions, 2 for cheque information, 3 for request a statement, 4 for interest details

Transfer Money and BPAY Menu - 1 to transfer funds, 3 for BPAY

Other Enquiries Menu - 1 to organise account identifiers (account shortcuts) 2 to change your Telephone Access Code

Keypad Commands:

Enter = hash

Start = start again

Zero = speak to a consultant

One = answer yes

Two = answer no

Seven = main menu

Eight = repeat information

Nine = end call