Products & Services
The account all CUGA members must have to establish membership.
What is a Regular Savings?
This system is used for any check that is over $5000.
What is TrueChecks?
The short codes in KeyStone for the following: Deposit, Withdrawal, Payment, Machine Received, Machine Disbursed
What are D / W / PA / MR / MD
The document signed when changing information on a membership.
What is an Account Change Card?
The three branches that support Shared Branching.
What are JFR, Marietta, and Towne Lake?
The two types of home loan products that can be processed in a branch.
What are Home Equity Loans and HELOCS?
The program where all internal documents are stored such as procedures, policies, forms, etc.
What is DocTract?
The role a person must have for us to accept a check written out to a person and deposited into a business.
What is a Responsible Individual?
The function in KeyStone that allows you to go back through all activity you have done in a specific timeframe.
What is Recent Activity?
The greeting you should say whenever a member walks into the doors of your branch.
What is "Welcome to the Credit Union of Georgia!"
The account type in which I labelled "the easiest account to refer to a member".
What is the High Interest Savings?
The program embedded into KeyStone where we order checks for members.
What is Deluxe?
The fee amount for a Money Order or a Cashier's Check written to a third party.
What is $5?
The department that receives Opportunities in KeyStone related to debit cards.
What is Operations?
What are the titles of the other roles commonly found in a branch?
What are MSR, MSO, ABM, and Branch Manager?
The number of days a member must wait until they have access to Zelle upon account opening.
What is 90 days?
The system where all account-level documents are stored like signature cards, receipts, and loan docs.
What is Synergy?
This is the piece of info you must check for on an account whenever you are doing a cash transaction more than $10,000.01.
What is a Joint Owner?
The process in which we take an old address off of a member's profile.
What is expire?
The two branches that do NOT have Safe Deposit Boxes.
What are Hickory Flat and West Cobb?
The name of the financial advisor within the Credit Union we can refer members to.
Who is Cathy Genty?
The system in which IRA account information and documentation is held.
What is Ascensus?
The name of the check hold policy we use at Credit Union of Georgia to determine immediate availability.
What is Dynamic Risk and Hold?
The process name I must begin if I am unable to void a transaction.
What is an Adjustment/Correction?
The four components of JournEASE.
What is Engage, Ask, Solve, Excite?