Resources
Current CD rates are found here
What is the Share Rates Matrix?
True or False. Consumer checking accounts do not bear interest.
What is True?
Unless otherwise stated, checks deposited in branch have this availability.
What is immediate?
A loan with collateral is this kind of loan.
What is Secured?
The ability to deposit/withdraw/make loan payments to one credit union from another.
What is Share Branch or Co-op?
When looking for specific answers, I am checked first typically.
What is MIA?
True or False, the Business Checking accounts offer an interest bearing option?
What is True? Business Premium Checking with rates listed on allincu.com
Define SPARKLE
What is Smiling Passionate Accountable Resilient Kind Listener and Empathetic?
This is where current non-mortgage loan rates are found.
What is the Loan Rates Matrix?
True or False, members can get an official check made through the share branch system?
What is True? It does charge a $5 fee.
I am where updates on Loan Goal, monthly focus, and calendar dates are all located.
What is the Dothan High Intranet page?
Interest on CD's compound this often.
What is Monthly?
True or False, notary services are free.
What is True?
You must have at least this much to put on hold for a Secured Rewards Card.
What is $500?
I am where conversations between members and other employees can be found.
What is Salesforce?
This account type is for retirement savings.
What is an IRA?
This type of question leads to better conversation and understanding of our members needs.
What is Open Ended?
This is where I would log if a member was curious about a loan but did not want to start one today.
What is Salesforce Opportunity?
The service that allows for money to be taken from an account and sent as a check or electronic check directly to a service provider.
What is Bill Pay?
I am the 2 places issues with debit cards can be checked
What are DNA agreements and PSCU
This account type is for members with over $150,000 that do not want to talk to a financial advisor and instead just want a higher APY.
What is the Preferred Financial Advisor (PFA) Savings?
MIA is an acronym for what?
What is My Information Assistant?
This type of loan is perfect for somebody that needs a larger sum and owns their home.
What is a Home Equity Line of Credit (HELOC)?
This is how we can compare insurance rates and get a free no commitment quote to help our members save money.
What is All In Services?