Partners
Checking
Savings
Services
General
100

This partner helps customers finance or refinance the purchase of a home/property

Kevin Helsper, Mortgage Advisor

100

This basic account type is designed for everyday spending and frequently includes a debit card

What is Imagine Checking?

100

This account earns interest while providing a safe place to set aside money for future goals?

What is a savings account?

100

This service allows customers to send money electronically to friends and family using an email address or phone number

What is Zelle?

100

These charges may apply when account requirements are not met

What are Monthly Maintenance Fees?

200

This partner department provide investment management, retirement planning, and financial advisory services to clients wanting to invest minimum $100k

What is Wealth Management?
200

This checking account often requires maintaining a higher balance in exchange for enhanced benefits such as high yield interest, free money orders, cashier's checks. 

What is Icon Checking?

200

This account typically offers a higher interest rate than a traditional savings account and is popular for emergency funds

What is a High Yield Savings Account or HYSA?

200

This service enables customer to schedule recurring or one-time payments to companies such as utility, credit cards etc

What is Bill Pay?

200

This product allows customers to access funds directly from their checking account. 

What is a Debit Card?

300

This partner assists business customers with employee pay processing, tax reporting, small business solutions

Who is David Dows, Paychex Rep

300

This checking account is designed for clients who maintain mid-range balances that have a lower maintenance fee than an Icon but more benefits than an Imagine Checking.

What is Inspire Checking?

300

This account combines features of savings and checking accounts and may include limited check-writing abilities.

What is a Money Market account?


300

This service is commonly used to transfer large amounts of money between financial institutions. 

What is a Wire Transfer?

300

Customers use this machine to withdraw cash, check balances, and make deposits*

*At participating locations only

What is an ATM?
400

This partner enables businesses to accept credit cards and electronic payments.

Who is David Cousins, World Pay
400

This service allows account holders to spend more money than is available in their account, subject to credit approval

What is Overdraft Protection?

400

This deposit product allows customer to lock in funds for a set term in exchange for a fixed interest rate

What is a Certificate of Deposit or CD?

400

This service allows funds to be moved between accounts by speaking with a banker at the Client Contact Center over the phone. 

What is a Phone Transfer?

400

This feature helps protect customers from unauthorized account activity.

What are Account Alerts?


500

This partner focuses on business lending, treasury management, and other commercial banking solutions

Who is Daniel Mestas, Business Banking Officer

500

This account is designed specifically for businesses to manage company transactions

What is a Small Business Checking?

500

Clients as young as one day old can start earning high interest on deposits up to $500

What is Kids Cash Savings?

500

This service allows customers to move money electronically between their own accounts at different financial institutions

What is an External Transfer?

500

This number is used to identify a financial institution for electronic transactions. It can be found on a check. 

What is a routing number?

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