Accounts
Investments
Bank Workers
Vocabulary
More Vocabulary
100

This account is often used to pay daily bills.

What is checking account?

100
This type of account charges typically earns the smallest interest.


Savings

100

For most transactions you may use the ATMs conveniently located at the entrance, however if you prefer: our ___________ are available from
 8 am to 9 pm daily Monday through Saturday.

What are tellers?

100

Please ________ $25 in your checking account as soon as possible to maintain the minimum required balance.  

What is deposit?

100

My husband would like to remodel the kitchen so I would like to  _______ $20,000 for a second mortgage on our house.

What is withdraw?

200

This account usually may be called an "emergency fund".

What is a savings account?

200

This type account earns higher interest than a savings account, but you can't withdraw money for the agreed upon time.

Certificate of Deposit (CD)

200

"We are thinking of buying a house and I would like to talk to a _________  ."

What is loan officer?

200

Mythic Bank regrets to inform you that your account is  ____________  to the tune of  $1,500.

What is Overdrawn?

200

We do need a notary  for this agreement to be finalized. However his _______  should be negligible (very small).

What is fee?

300

With this type of account you can "buy now and pay later".  Be Careful!

What is credit card account?

300

A ____ is where you loan / invest in a company for a specific period of time with a specific interest to be paid.

What is a Bond?

300

This person is in charge of the bank.

What is bank manager?
300

"After examining you pay stubs I feel sure that your  _____________ is more than sufficient to qualify you for this mortgage.

What is income?

300

You will have to come back tomorrow since, for the moment, their refund check has not yet _____________ .

What is cleared?

400

Although not a true account, you can pay a monthly fee to have a ____ _____ box to safely store things of value (deeds, wills, and jewelry, etc.)

What is a safety deposit 

400

I own part of a company when I buy their ______.

What is a Stock?

400

Many banks have ______ ______ to protect the money.

What is security guard?

400

Prior to recommending your load, we are obliged to run a credit check to see if you have any outstanding   _______  .

What are debts?

400

Robert _____ a check this past week. Now, he must pay two Non Sufficient Fund charges because of it.

What is bounced?

500

I don't know the companies I should buy stocks in.  My adviser suggested I buy a ________ ________ where a financial adviser manages the stocks.

What is mutual fund?

500

I understand that you were abroad this month. Let's see what we can do.... The payment was due  yesterday. Would you mind ___________ the check to Monday? That way you will avoid any late penalties.

What is back dating?

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