Checking Accounts
Loans/Misc
Savings/CD
Procedures/Services
Referrals
100

This product can pay 2.22% APY up to $25,000.00

What is Maxx Checking?

100

These are the lenders at your branch.

Who are Jackie and Tyler?
100

This product has an average daily balance requirement of $100.00

What is the Steady Savings?

100

This product updates daily and uses TransUnion data.

What is Credit Sense?

100

This product would be great to offer clients when they tell you they are expecting a child.

What is Piggy Banker Savings?

200

This product is a great alternative for a savings account for clients who are unable to keep the minimum balance requirement.

What is Free Checking?

200

The Maxx Checking can refund up to what amount in ATM fee charges monthly.

What is $20.00?

200

The Piggy Banker Savings Accounts are for clients under the age of ______.

What is 18?

200

This product allows clients to send money directly to others.

What is Zelle?

200

A client tells you they are looking into buying a home for the first time. You should mention one of these products.

What is First Time Home Buyers Savings Account?


What is a Mortgage?

300

This product requires a recurring ACH debit or credit of at least $250 monthly to earn the bonus interest.

What is Vault Checking?

300

This rate will be earned if the requirements are not met in the Vault Checking Account.

What is .01%

300

This product has no penalty for early withdrawal.

What is the 11 Month CD Special?

300

This service can be offered to allow clients to overdraft your account with your debit card.

What is Courtesy Pay Plus?

300

A client mentions they have no credit. You can refer them to this product to help build credit.

What is a Secured Credit Card?

400

This product always offers free checks with no minimum balance requirement.

What is Wisdom Checking.

400

This is a revolving loan secured by your home.

What is a HELOC?

400

This is the APY currently paid on our 11 Month CD Special.

What is 0.50%

400

This product allows clients to monitor and set rules for their Visa Check Card.

What is Card Control?

400

This department would be great to refer clients to when they tell you they are coming into a large inheritance or sum of money.

What is Wealth Management?

500

This product has a $100/$100 POS/ATM limit on the debit card.

What is Step Up Teen Checking Account?

500

This department can quote mortgage payoffs.

What is CRBT Consumer Underwriting?

500

Federal regulations limit electronic debits on savings accounts to ________.

What is 6 per month?

500

Overdraft Protection can be found in Signature on screen _____.

What is 15 (Relationship Data)?

500

This service is great to offer a client when they say, "I do not get paid until Friday and have bills to pay today."

What is Courtesy Pay Plus?

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