Refer-a-friend
Money Market
Financial Services
Credit
100

What members can participate in refer a friend

All members!

100

What is the Money Market APY?

1%

100

What is the name of Lafayette's financial advisor?

Jay Long

100

Where can you go to find current rate tiers for loans?

PNET

200

How much money does the member earn individually from referring a non-member?

$50

200

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

200

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

200

What are the four credit cards that Patelco offers?

Points Rewards World, Progress Student Rewards, Pure, Pure Secured

300

What's the maximum amount of money members can earn from referring friends?

$500

300

What is one way to spark dialogue about opening a Money Market Account.

Audience decides

300

What information about potential yields can you disclose to member?

Nothing - that's the job of a certified financial advisor

300

If a member isn't getting approved for traditional credit cards

400

What happens when the rewards from Patelco exceeds more than $600.

Patelco will send an IRS Form 1099

400

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

400

What is the name of the brokerage that Patelco offers its products and services through?

 CUSO Financial Services, L.P. ("CFS").

400

What is the program called that decreases the rate you pay on loans after 12 consecutive on-time payments?

LevelUp

500

What is the last date for Refer-a-friend

September 24th, 2021

500

As seen on Patelco.org, what company deemed Patelco as having "the Best Money Market Account in 2021?"

Investopedia

500

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

500

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)

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