ON THE MONEY
BASICS
ENDORSEMENTS
TALK, TALK, TALK
MISC
100

MINIMUM AVERAGE BALANCE FOR PREMIER MONEY MAKER

WHAT IS 25,000?

100

AMOUNT OF OFFICIAL CHECK WHEN IT NEEDS A 2ND SIGNATURE

WHAT IS $25,000?

100

THE AMOUNT OF A CHECK WHEN WE NEED TO CREATE A PERSON RECORD FOR A NON-MEMBER

WHAT $2500 OR GREATER?

100

WHEN TO SUGGEST CERTIFICATE/ SAVINGS OPTIONS

WHAT IS LARGE BALANCE IN ACCOUNT?

100

CERTIFICATE GRACE PERIOD

WHAT IS 7 DAYS OR 6 DAYS AFTER MATURITY DATE?

200

MINIMUM AVERAGE BALANCE FOR TIERED SAVINGS

WHAT IS $50,000?

200

ONCE A PAYMENT IS THIS MANY DAYS LATE WE NEED TO CALL LPS BEFORE ACCEPTING PAYMENT

WHAT IS 60 DAYS?

200

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?

200

MEMBER HAS A LARGE PURCHASE UPCOMING, YOU SUGGEST.....

WHAT IS HOME EQUITY?

200

IN CORE YOU CAN SEE GRACE PERIOD ON A LOAN

WHAT IS DOUBLE CLICK ON ACCOUNT AND GO TO PAYMENT FEATURES?

300

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?

300

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?

300

SUGGEST MEETING WITH FC FOR 401K ROLLOVER

WHAT IS JOB CHANGE?

400

AVERAGE BALANCE FEE FOR PREMIER CHECKING, PREMIER MONEY MAKER, AND TIERED SAVINGS

WHAT IS $10, $15, AND $20?

400

ACCOUNT THAT A MEMBER NEEDS TO SIT WITH PLATFORM BEFORE DEPOSITING TO OR WITHDRAWALING FROM

WHAT IS IRA?

400

TWO TYPES OF CHECKS THAT NEED ALL PARTIES TO ENDORSE

WHAT IS INSURANCE CHECKS OR TAX RETURN CHECKS?

400

8 OF THE 10 COUNTIES THAT WE CAN DO HOME EQUITIES FOR

WHAT IS GENESEE, LIVINGSTON,MONROE, ONTARIO, ORLEANS, SENECA, STEUBEN, WAYNE, WYOMING, YATES

500

2025 IRA CONTRIBUTION LIMIT

WHAT IS $7,000 OR $8,000 OVER AGE 50?

500

CHECK THAT CAN BE SIGNED BY THIRD PARTY THAT DOESNT NEED PAYEE'S SIGNATURE ON

WHAT IS CHECK MADE PAYABLE TO MINOR OR POA?

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