Audit
In the event of an evacuation where is our meeting spot
Shrubs across from the branch's parking lot
What is the name of our current promo and what are the running dates?
The Wave of Savings Event running from May 5-July 31
What product earns dividends with a minimum of $.01? and has a minimum deposit of $25.00?
Rewards Checking Account
Caters to our top depositors of $200,000 or more
Members can call directly for any services
Concierge Services
How many enhancements were added to our Rewards Checking?
8
What is our all clear signal?
Home Loans triangular sign
Give an overview of the Promo, what is it about?
Its a 3 offer promo/event. 10 Month Flex CD, $200.00 Rewards Checking and Auto Loan as low as 3.99%
Unsecured, limit is $500.00-$30,000.00
Fixed rate for entire loan
receive .50% discount with $750.00 direct deposit /mo
Helps Members avoid overdrafts and overdraft penalties by connecting product to checking account
Line of Credit
Must have Rewards Checking
offers 10% annual bonus on debit card Dream Points
Earns higher rates on SOAR Money Market and CDs
Must qualify for program
Rewards + Loyalty Program
This service offers 24-hour coverage to assist with a Member "emergency". Service can be used up to 2x per rolling 12 months. Members get up to $100.00 towards the service.
Roadside assistance
When a vendor or visitor asks for access behind the teller line, what should we do?
Stay with visitor until they finish their task, close vault door or any place with easy access to cash.
Explain the $200 Rewards Checking offer in your own words?
Offer available for new and existing Members
$200.00 incentive to Members who meet the following qualifications:
$50 Open a Rewards Checking with $25.00 deposit
$50 12 Debit Card swipes
$50 Receive a $750.00 DD for two consecutive months
$50 fund auto loan within 90 days of account opening
Product available to Members age 21 and younger.
$250.00 minimum opening deposit
Minimum term is 12 months to 60 months
Minor Certificate
No Application fee
Members must opt in for ATM Withdrawals and Debit Card transactions
Generous limit of $1,750.00 with Direct Deposit
Courtesy Pay
What is 1 type of monitoring that our "Identity Monitoring" enhancement does NOT cover?
Monitoring for Credit Reports
What is the importance of having your keys at all times? what should you do if you lose them?
Explain the auto loan offer in your own words?
What's the base rate?
Base rate as low as 4.74% -14.89%
.50% discount on primary direct deposit when it appears in their checking account-discount will apply
.25% when they are part of our Rewards + program
2% balance transfer fee, no annual fee
$500-$50,000 credit line, CU SoCal Dream points on purchases
Special offer for new cardholders
Visa Platinum Card
Financial Wellness program for any high school within CU SoCal's Field of Membership
One program is complete, Members receive a special bonus deposit
Participants have 60 days to claim bonus deposit
C.U. FLY
Name the protection that covers up to $1,200 per rolling 12 month period with a limit of $800 per claim and a maximum of two claims within a 12 month period.
Cell phone protection
Who is our security officer and when should they be contacted?
Marci Morua. During a robbery, branch incident (tm or Member).
Explain the 10-month flex CD
3.50% APY / 3.45% APR for 10 Months
New Money required
New money match with exsiting money
Minimum 500.00 to open NO MAXIMUM
Multiple CDs are okay
One additional deposit allowed (must be new money) and up to 50% of original deposit
One penalty free withdrawal up to 50% of original deposit
Revolving credit line
limits up to $500,000, no annual fees $50.00 application fee and $495.00 processing fee
HELOC- Home Equity Line of Credit
TruStage
Name the kind of discounts that are included for dental services?
routine care, crowns, fillings, dentures, oral surgery, braces and some cosmetic like whitening.