We’ll just say this right up front: we love it when you come into our branches! We take great pride in the personal service we provide, and are always happy to see you in person and help with your financial needs. As a proud community bank, that will always be the essence of who we are and what we do.
Still, we know a branch or ATM visit is not always possible, or necessary. Today, more and more of our customers perform routine banking tasks through their electronic devices. And why not? Our online and mobile tools make it easy for you manage your accounts, send money, deposit checks, pay bills, and more, anytime, anywhere, right from your phone, tablet, or computer. And we think that’s great too.
However you prefer to do your banking, our goal is to deliver a superior experience. So we’ve worked hard in recent years to upgrade our digital technologies, make them even more simple and secure, and offer a truly state-of-the-art electronic banking platform. We call it Tally by Taylor Bank. If you’re not currently using it, here is a quick overview and some good reasons to give it a try.
Easy sign-up. If you’re a Taylor Bank customer, just click the big blue Login button at the top right of our website and follow the directions. You will need to provide your Social Security number, account number, email address and phone number, and choose a username and password. Next, download the Taylor Bank mobile app from the Apple App Store or Google Play and you’re good to go.
If you’re not a Taylor Bank customer, simply come into a branch to establish a deposit account and we will set up Tally for you.
Convenient dashboard. Your dashboard is a seamless banking interface you will see across all your devices. You can easily customize the look of your dashboard, dragging and dropping elements to organize the various features and create your preferred layout. You can access many mobile and online services right from here with just a few clicks.
Diverse capabilities. Here are some of the key banking tasks you can perform.
- View your accounts (they’re all listed across the top of your screen)
- Use the quick links to transfer money, pay a bill, pay a person, send us a message, and more
- Conduct a secure, real-time conversation with us during business hours
- Receive mobile notifications on various activities
- Search and view transactions
- View future, scheduled, reoccurring transfers, and make one-time transfers
- Manage your debit card. This is especially useful if your card is lost or stolen; you can turn it on and off anytime
Advanced controls. For example, you can organize your transactions by adding tags, notes, and photos of receipts and checks. It’s a great way to manage your accounts and keep track of your money. You can also set up real-time alerts across different categories to monitor your digital banking activity. For your debit card, you can get instant alerts when it’s being used, set dollar limits to manage spending, and even prevent transactions that don’t match your settings. The convenience and control are hard to beat.
Strong security. We understand you may have concerns about your banking information being online. So we’ve implemented enhanced security controls to safeguard your accounts, including two-factor authentication that delivers a code to you outside of the system to verify your identity at login.
For your personal and business banking, Tally offers a wealth of features to save time and make life easier. So if you’ve been reluctant to try digital banking, we encourage you to test it out. It’s much easier than you may think, and you may quickly come to rely on Tally for many of your routine banking needs. Of course, whenever you’d prefer service with a more personal touch, you can always give us a call or visit a branch. Whatever style of banking you choose, we’re here to provide the guidance and support you need.