Checking
You need this amount of money to open a checking account.
$50
You need to keep this minimum balance in the Statement Savings to avoid any service charges.
Bonus for an extra $100: How much is the service charge if the account falls below this minimum balance?
$100
$4
A car loan is what type of loan?
Installment loan
The initial AOD amount for qualified new accounts is?
$250
Miley Cyrus is at your teller window. You notice she has a checking account, a savings account and a debit card. What service could you recommend to her?
Round Up Savings
This account is aimed at clients who use their VISA debit card frequently.
Connect Checking
Your client, Kylie Jenner, has come to make a deposit with her newborn baby. You should recommend this account while assisting her at your window.
Junior Investor Savings
An installment loan that uses the equity in your home with fixed interest and fixed payments that is closed at the end of the term is called a?
Home Equity Loan
The maximum AOD amount for any account is?
$1,000
Centier’s partner who provides credit card terminals and other payment processing solutions for our commercial clients is called?
Worldpay
What account could you offer to Mr. George Clooney, who served in the U.S. Armed Forces?
Veterans Checking
The term ends in this month for Holiday Savings.
October
A loan to purchase a new Culvers restaurant is this type of loan.
Commercial/Business Loan
The fee for Savings OD coverage when used is?
$12
A Monetary Instrument that can NOT have a Lost, Stolen, or Destroyed claim for the first 90 days is called?
Bonus for an extra $100: What is the cost to purchase this Monetary Instrument?
Official Check
$5
This is the monthly fee for the majority of our checking accounts if the client does not have e-statements, direct deposit, or a $100 daily balanace.
$2
The minimum balance requirement for Advantage Savings is?
$0.01 or ANY. Need to keep it above a zero balance or it will close.
Your client, Mr. Pitt, wants information on a home refinance. What type of loan does he need?
Mortgage
Sue Pew wrote a check to pay her rent that she knows will overdraw her account, using her AOD. How much is the fee that will be assessed on her checking account once the check clears her account?
$35
What service could you recommend to a client who frequently uses the ATM and mentions working out of state?
Allpoint Network for ATM withdrawals
50 Advantage Checking
A client who uses a debit card on their checking account could benefit from this account.
Connect Savings
Your client, Kim Kardashian, would like to get a new roof and makeover the kitchen. She wants a flexible loan where she can borrow the money one project at a time, using the equity in her home. What type of loan might interest her?
HELOC
Eric’s Doggy Daycare has AOD on its business checking account. What is the amount of the fee that will be accessed if AOD is used?
$37
What service would you recommend to your client that wishes to transfer money between accounts and pay bills while on vacation?
Digital Banking/Mobile App/Online Banking