PCU
What does PCU stand for? What was our previous name?
Premier Credit Union
Principal Financial Group Employees CU
What is a CD and what does it stand for?
Certificate of Deposit: Savings option for members to lock in funds for set term and earn higher interest.
What is our main core system we run transactions on?
CRM/FSP
What is the best way to get ahold of accounting for help?
Zoom chat Accounting/MSR
BM, MSS, VMSR, accounting
What separates credit union from bank?
Co-operative. Funds go back into our community. Volunteer board of directors.
What is our current CD special we are pushing for? And what is rate/APY?
13 mo CD
CRM
Name 3 ways to look up member
Name, SSN, Card #, VIN
What acct is used for cc payments? Walk me through what happens with payment.
MC Sweep - Acctg moves funds over at 4PM
575
How much are members insured up to?
$250k per NCUA
Balance req for MMS? Premier MMS?
$2k and $25k
3 Systems for printing debit card in branch
CRM - Card Management
Card@Once
Shazam
Name 3-4 people in accounting
Leah, Rebekah, Cody, Debby, Nathan
Ownership:
Whats POA and POD and how do they differ?
Power of Attorney - manage acct up until death
Payable on Death - manage acct after death
$7k
What is S10? When can members have it?
Companion account: Savings acct option tied to CD. 30 day window. Opens back up when CD matures or new CD open. New money.
What system do we use to help members with CC questions?
Springboard
Who do we send wires to?
Accounting User email
What is a beneficiary?
Receive assets from acct if all owners pass away
What is our vision?
MAKE LIFE BETTER
S16 - What is it and what are requirements?
HYC -15 Debit Card Transactions min amount $10/transaction – PIN or POS
Allied
Do we call accounting directly? Do we send members to accounting phone lines?
NO
What is a kirby account?
Acct for kids 12 and under. Get kirby bucks for deposits.