Accounts
What is needed to open a membership with us?
At least a $25 deposit for savings and 2 forms of ID.
$500.00
When do goals need to be met by?
The last business day of the month.
What is the current loan special?
When do we offer skip a pay?
November or December AND July or August
What is the opening deposit required for a Christmas Club Account
$5.00
How much is required to open an Expandable 12-month CD?
$100.00
How much is the incentive per closed loan after the goal is met?
$10.00
What is the incentive being offered for the employee that has the most loans closed from referrals for the current loan special?
$50.00 gift card.
What is the Skip a Pay fee?
$30.00
How much is the opening deposits to open a regular checking and savings account?
$75.00 ($50 checking and $25 savings)
Does a member need to have a savings account to have a CD with us?
Yes, savings account is required for membership.
2 closed loans to meet the goal and get incentive
What is the max term for the debt consolidation loan?
60 months / 5 years
Do we give $5 for perfect attendance on every report card?
No, perfect attendance should only be paid at the end of the year when a certificate is presented.
What is the opening deposit for a vacation club account?
$5.00
What terms do we offer for regular CDs?
6 Month
12 Month
24 Month
36 Month
How many checking accounts does an MSR need to open to meet the goal?
at least 10 checking accounts
What is the max dollar amount for the debt consolidation loan?
$20,000.00
What stamp is used on the front of an on us check?
Red PAID stamp
How much are the opening deposits to open a business checking and savings account?
Total: $125.00 (checking $100 and savings $25)
What terms do we offer for Expandable CDs
12 Month
24 Month
36 Month
What does the branch penetration rate need to be for goal to be met?
at least 75%
What is the interest rate as low as for the debt consolidation loan?
Rates as low as 7.99%
What is the indicator in TranzAct that tells you that an on us check has been scanned in with your regular/transit checks?
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