ON THE MONEY
MINIMUM AVERAGE BALANCE FOR PREMIER MONEY MAKER
WHAT IS 25,000?
AMOUNT OF OFFICIAL CHECK WHEN IT NEEDS A 2ND SIGNATURE
WHAT IS $25,000?
THE AMOUNT OF A CHECK WHEN WE NEED TO CREATE A PERSON RECORD FOR A NON-MEMBER
WHAT $2500 OR GREATER?
WHEN TO SUGGEST CERTIFICATE/ SAVINGS OPTIONS
WHAT IS LARGE BALANCE IN ACCOUNT?
CERTIFICATE GRACE PERIOD
WHAT IS 7 DAYS OR 6 DAYS AFTER MATURITY DATE?
MINIMUM AVERAGE BALANCE FOR TIERED SAVINGS
WHAT IS $50,000?
ONCE A PAYMENT IS THIS MANY DAYS LATE WE NEED TO CALL LPS BEFORE ACCEPTING PAYMENT
WHAT IS 60 DAYS?
NAME 3 THINGS THAT YOU CAN LOOK AT TO DETERMINE IF A CHECK IS FRAUDULANT
WHAT IS MEMO LINE, FONTS USED, LOGO, ADDRESS, BANK DRAWN OFF OF, AMOUNT?
MEMBER HAS A LARGE PURCHASE UPCOMING, YOU SUGGEST.....
WHAT IS HOME EQUITY?
IN CORE YOU CAN SEE GRACE PERIOD ON A LOAN
WHAT IS DOUBLE CLICK ON ACCOUNT AND GO TO PAYMENT FEATURES?
THE TWO SITUATIONS THAT WILL ALLOW YOU TO AVOID A NON-ACTIVITY FEE
WHAT IS USE THE ACCOUNT AT LEAST ONCE A YEAR OR KEEP A BALANCE OF $100 OR GREATER ON DEPOSIT WITH ESL?
Penalty to withdrawal from certificate not in grace
What is 3 months worth of interest?
TYPE OF CHECK WHEN MADE PAYABLE TO ESL WE CANNOT ACCEPT UNLESS ENDORSED BY JANE, HOLLEY, OR ERICA
WHAT IS INSURANCE OR HAZZARD CLAIM CHECK?
SUGGEST MEETING WITH FC FOR 401K ROLLOVER
WHAT IS JOB CHANGE?
What firm joined ESL Investment Services in 2025?
What is Alesco?
AVERAGE BALANCE FEE FOR PREMIER CHECKING, PREMIER MONEY MAKER, AND TIERED SAVINGS
WHAT IS $10, $15, AND $20?
ACCOUNT THAT A MEMBER NEEDS TO SIT WITH PLATFORM BEFORE DEPOSITING TO OR WITHDRAWALING FROM
WHAT IS IRA?
TWO TYPES OF CHECKS THAT NEED ALL PARTIES TO ENDORSE
WHAT IS INSURANCE CHECKS OR TAX RETURN CHECKS?
Business member states they are having a hard time paying payroll until they get paid from a job, suggestion:
What is Business Line of Credit?
What age must a minimum distribution be done on a traditional IRA as of 2025?
73
2025 IRA CONTRIBUTION LIMIT
WHAT IS $7,000 OR $8,000 OVER AGE 50?
Final Question
Name the counties that we can lend to for a home equity
CHECK THAT CAN BE SIGNED BY THIRD PARTY THAT DOESNT NEED PAYEE'S SIGNATURE ON
WHAT IS CHECK MADE PAYABLE TO MINOR OR POA?
Member is worried about insurance not being an option on their home equity
What is meet with FC to discuss life insurance?
The 4 different colors for Business Transformation tiles and what do they represent
What is green-training materials & qrgs, Purple-release info, red-best practices & more, blue-background info