Transaction Routine
The first step to any transaction
What is greeting the member?
A great starter checking account for minors
What is No Overdraft Checking?
Where we can update cardholder information and dispute fraud charges
What is Springboard/My Co-Op?
A loan accessible through a plastic card
What is a Credit Card?
The amount of times we say a member's name during a transaction
What is two?
This checking account has three monthly requirements that must be met to qualify for the dividends
What is a Checking Plus Account?
A library of member information
What is FastDocs?
A loan that can be used for just about anything - no collateral is held
What is a Personal Loan?
The amount of times we are to verify any cash exchange
What is three?
This account is a high interest earning savings account, it is also "tiered"
What is a Money Market Account?
A site used to complete a questionnaire before opening any new products on an account
What is Verafin?
A loan that is considered "secured" - we all used one to get here today ;)
What is an Auto Loan?
The form that must be filed to complete any cash transaction over $10,000.01
What is a CTR?
Our highest earning account - created to help build emergency savings
What is a Balance Builder Account?
A site where technological issues can be reported
What is Service Desk Plus?
A loan that can be funded up to a 30 year term
What is a Mortgage Loan?
When another department needs to be informed of work that must be completed on their end for a member
What is a KeyInsight Opportunity?
A High Deductible Insurance Plan is required to have one of these savings accounts
What is a Health Savings Account?
The site to process loan applications
What is SAIL?
A loan that can be disbursed all at once or used as a line of credit
What is a Home Equity Loan?