What members can participate in refer a friend
All members!
What is the Money Market APY?
1%
What is the name of Lafayette's financial advisor?
Jay Long
Where can you go to find current rate tiers for loans?
PNET
How much money does the member earn individually from referring a non-member?
$50
What tool on Patelo.org is a great way to compare the interest rates earned at different tiers within the Money Market account?
Money Market Calculator
If a member wants a higher interest rate than the money market account what should you mention?
(Besides CD's)
Patelco's free investment services
What are the four credit cards that Patelco offers?
Points Rewards World, Progress Student Rewards, Pure, Pure Secured
What's the maximum amount of money members can earn from referring friends?
$500
What is one way to spark dialogue about opening a Money Market Account.
Audience decides
What information about potential yields can you disclose to member?
Nothing - that's the job of a certified financial advisor
If a member isn't getting approved for traditional credit cards
What happens when the rewards from Patelco exceeds more than $600.
Patelco will send an IRS Form 1099
If a member asks how many transfers can be made from the Money Market account in a month what should your response be?
Unlimited transfers
What is the name of the brokerage that Patelco offers its products and services through?
CUSO Financial Services, L.P. ("CFS").
What is the program called that decreases the rate you pay on loans after 12 consecutive on-time payments?
LevelUp
What is the last date for Refer-a-friend
September 24th, 2021
As seen on Patelco.org, what company deemed Patelco as having "the Best Money Market Account in 2021?"
Investopedia
Name four of our nine financial advisors.
Darryl Hall, Hector Siqueiros, Jane Krueger
Jay Long, Kristian Pavlov, Leif Tinsley
JR Pablo, Mani Budwal, Nancy Hernandez
What are the 5 categories credit scores are broken down into?
1)Length of credit
2)Amounts owed/Credit utilization,
3) Credit Mix (Variety of credit),
4) New Credit
5)Payment History (Pay on time)