Banner Virtual Assistant

Banner Virtual Assistant Quick Tips

• Use the Banner Virtual Assistant to request account information, troubleshoot problems and access information about training tools and account features.
• If using the Virtual Assistant by phone, call from a quiet place, just as you do when speaking with one of our live agents. Make sure no one can overhear your conversation if you are asking for personal account information.
• Be prepared to answer questions to verify your identity if you are seeking information about your account over the phone. By chat you will be verified when you sign into online or mobile banking.
• Speak to the Virtual Assistant like you would a person. Use short sentences to explain what you need, rather than keywords. For example:
  • What is my balance?
  • I want to transfer money between my Banner accounts.
  • My debit card isn’t working.
  • I need help with online banking.
• If the Virtual Assistant isn’t able to answer your specific question, or you simply prefer to speak to a person, just ask to be transferred to a representative (7 a.m. to 7 p.m. PT weekdays by phone, 7 a.m. to 6 p.m. PT weekdays by secure online chat).

How can I use the Banner Virtual Assistant? 

When prompted, ask a question or say what you are looking for. The Banner Virtual Assistant may ask you some clarifying questions. If the Virtual Assistant doesn’t understand your question, it may help to restate it a different way.

What hours is the Banner Virtual Assistant available? 

The Banner Virtual Assistant is always available—ready to assist you 24 hours a day, 7 days a week.

How does the Banner Virtual Assistant work? 

The Banner Virtual Assistant has been loaded with answers to hundreds of our most frequently asked questions. If your identity is verified, it can also access your account information to provide answers specific to your accounts. It is guided by artificial intelligence to interpret your requests and apply the correct answer or retrieve the correct data from your account.

Can I still talk to or chat with a real person?

Absolutely. Our team remains ready to assist you 7 a.m. to 7 p.m. PT weekdays by phone or 7 a.m. to 6 p.m. PT weekdays by chat. Simply ask to speak to a live agent and the Banner Virtual Assistant will transfer you to one of our helpful representatives.

Is my information secure when I use the Banner Virtual Assistant? 

Yes. Your financial information is only accessible through the Banner Virtual Assistant when your identity has been verified.