Checking/Savings
What is the minimum deposit for a Daily Money Market?
$1,000
What are several type of secure loans?
Money backed, auto loans, Mortgages, HELOCs, Equipment Loans, Land Loans, Commercial Real Estate
Do we offer pet insurance?
Yes
Where do you find the open date of an account?
Account Details
What is our phone system?
8x8
When do we convert Berenstain Bear Cub accounts?
12 years old
What are the names of our two Credit Cards?
Transcend and Milestone
What is the name of our merchant services?
Elavon
How do we create Referrals?
Submit an Opportunity
Where do we setup Online Banking Accounts?
Q2
How many withdrawals are allowed from a savings account in a month?
6
5 years
What is the place called where our members can shop for cars online?
Automall
Where do we go to order member checks?
Additional Options>Harland Check Order
Where can we access our personal information/health benefits/paychecks and employee records?
Paylocity
What % dividends do we pay for a Prime Savings?
0.10%
Give an example of an unsecured loan/LOC
Overdraft protection, personal line of credits, credit cards
Name our 2 FREE financial services
Greenpath & KOFE
How do you find a Member's account number?
Relationship Tree > Account > References
What system will we be using for the Mastercard Conversion on 11/10/21?
PSCU
To be upgraded from a Jumpstart you must have how many months of what?
12 months, no overdrafts
Where can we check loan statuses?
Meridian Link/LoansPQ
What is Wealth Managment?
Retirement Planning, Investments, Estate Planning, College Savings and more.
Can you change a members ATM withdrawal limit?
NO. Submit an opportunity.
Where can we find Contact Center Resources?
Intranet > Departments > Contact Center