Checking Account
What PRO number would you access to Open a New Account
What is PRO19389
What is the minimum deposit for a Performance First account?
$10,000
What PRO number would you access to Open a New CD Account
PRO33607
The USAA Classic checking provides a $15 rebate for non-USAA ATMs used. How many non-USAA ATMs can the member use before being subject to a fee.
What is 10
What is the APY for a basic savings account with a balance of $2,500
.10%
What are the minimum funds required to open a Standard Variable CD?
$250
What information should be verified prior to opening checking/savings application?
Name, DOB, SSN, Citizenship, Mailing/Physical Address, Email and Professional information
What is the minimum age for a Checking or Savings account
18 years old
What are the 3 types of CDs
Fixed
Adjustbale
Variable
What are the required talking points when opening a Classic checking account?
No monthly service fee or minimum balance
ATM Access
ATM usage Fee Rebates
Convenient Access
What is the interest rate for a PFS account with a balance of $100,000
.73%
Prior to discussing any interest rates, what disclosure must be read verbatim
"Some USAA deposit accounts are interest-bearing accounts. Any interest rates provided are annual percentage yields, or APYs."
Prior to discussing any interest rates, what disclosure must be read verbatim
"Some USAA deposit accounts are interest-bearing accounts. Any interest rates provided are annual percentage yields, or APYs."
What is the maximum initial deposit a PFS account can be funded with?
$99,999
When reviewing a member's funding options for a new account, where can the source of funds derive from
An existing USAA Checking/Savings Account
A non-USAA account already set up for funds transfers