This partner helps customers finance or refinance the purchase of a home/property
Kevin Helsper, Mortgage Advisor
This basic account type is designed for everyday spending and frequently includes a debit card
What is Imagine Checking?
This account earns interest while providing a safe place to set aside money for future goals?
What is a savings account?
This service allows customers to send money electronically to friends and family using an email address or phone number
What is Zelle?
These charges may apply when account requirements are not met
What are Monthly Maintenance Fees?
This partner department provide investment management, retirement planning, and financial advisory services to clients wanting to invest minimum $100k
This checking account often requires maintaining a higher balance in exchange for enhanced benefits such as high yield interest, free money orders, cashier's checks.
What is Icon Checking?
This account typically offers a higher interest rate than a traditional savings account and is popular for emergency funds
What is a High Yield Savings Account or HYSA?
This service enables customer to schedule recurring or one-time payments to companies such as utility, credit cards etc
What is Bill Pay?
This product allows customers to access funds directly from their checking account.
What is a Debit Card?
This partner assists business customers with employee pay processing, tax reporting, small business solutions
Who is David Dows, Paychex Rep
This checking account is designed for clients who maintain mid-range balances that have a lower maintenance fee than an Icon but more benefits than an Imagine Checking.
What is Inspire Checking?
This account combines features of savings and checking accounts and may include limited check-writing abilities.
What is a Money Market account?
This service is commonly used to transfer large amounts of money between financial institutions.
What is a Wire Transfer?
Customers use this machine to withdraw cash, check balances, and make deposits*
*At participating locations only
This partner enables businesses to accept credit cards and electronic payments.
This service allows account holders to spend more money than is available in their account, subject to credit approval
What is Overdraft Protection?
This deposit product allows customer to lock in funds for a set term in exchange for a fixed interest rate
What is a Certificate of Deposit or CD?
This service allows funds to be moved between accounts by speaking with a banker at the Client Contact Center over the phone.
What is a Phone Transfer?
This feature helps protect customers from unauthorized account activity.
What are Account Alerts?
This partner focuses on business lending, treasury management, and other commercial banking solutions
Who is Daniel Mestas, Business Banking Officer
This account is designed specifically for businesses to manage company transactions
What is a Small Business Checking?
Clients as young as one day old can start earning high interest on deposits up to $500
What is Kids Cash Savings?
This service allows customers to move money electronically between their own accounts at different financial institutions
What is an External Transfer?
This number is used to identify a financial institution for electronic transactions. It can be found on a check.
What is a routing number?