Deposit Products
What is a good product for someone who has a hard time saving for end-of-the-year?
Christmas Club Account (Holiday Loan would also work)
Which first mortgage product offers a free appraisal?
10 & Done Mortgage Freedom Loan
What is the name of the app members can download to protect their debit and credit cards by receiving alerts and defining when, where, and how their cards are used?
Card Valet
What is the Ascentra mission statement?
Listening, Caring, Doing What's Right
What is the name of the automated phone service used for conducting various types of account transactions?
SARA
What is a good product for a member who needs another savings account but doesn't want to have two separate accounts?
All Purpose Subshare (or Vacation Club)
What would be a good product for someone who utilizes Courtesy Pay often?
L9- Line of Credit
What's the name of the 24-hour automated phone service used for conducting various types of account transactions?
SARA
Who is Ascentra's mascot?
Jumpin' George the frog
In what increments will Overdraft Protection default to pull? and what is the fee?
$100 increments and $5 fee
What is a good product for someone looking to invest an amount of money for a certain fixed term that has potential to earn more dividends than a subshare?
CD (Certificate of Deposit)
How long is the repayment for a HELOC? And how long is the draw period?
20 year repayment, 5 year draw period
What is the name of the product we offer $1,000 Basic Coverage to members ($500 if age 70 or over) at no cost to him/her?
ADD/AD&D/ Accidental Death and Dismemberment Insurance through Minnesota Life Insurance
What is the name of the program/website members can sign up for to receive points for debit and credit card purchases?
U Choose Rewards (uchooserewards.com)
Where will you go to find tax statements for members?
Webextender
What is a good product for someone needing a high yielding (high $ amount) with limited check writing privileges?
Investor's Choice Checking
What is a product that will improve credit or/and allows members to borrow against their savings?
Shared Secured Loan - Credit Builder Loan
When ordering a debit card, what are the two critical things we need to make sure are correct on our system?
Phone Number and Address
What is the Rapid Response codeword?
Wilbur
$29.50
What is a good product for a member who wants to earn higher dividends than regular savings or checking offers? AND what is the average minimum monthly balance required to earn those dividends?
Money Market Subshare - $1,000
What is the balance transfer rate on CCs? (And for how long?)
2.99% for 6 months
How many years back do E-Statements go?
3 years
What is Kim's favorite day of the week?
TUESDAY!!!!!!!
What information do you need to send to Compliance for a CTR?
Copy of current ID, name, SSN, address, occupation, DOB, phone number