Banking
Checking
Product
Bank
Services
100

A person that works at a bank and helps you with deposits

Bank Teller

100

a rectangular piece of paper you give someone as a payment 

a check

100

You use this card to take money directly from your checking account 

Debit card

100

This type of card you borrow money each transaction and you can pay it off at the end of the month (sometimes you earn rewards)

Credit card 

100

Another way of saying; putting money into a card or bank account

Deposit

200

This account is for money you want to keep in the bank for a long time.

Savings account 

200

This action is done by a bank teller; moving money from one account to the other

Money Transfer

200

You use this number at an ATM to take money out of your account.

Pin Number

200

This is the person who oversees the operations of a branch of a bank or financial institution. Responsibilities include managing resources and staff, developing and attaining sales goals, delivering customer service, and growing the location's revenues.

Branch Manager

200

This can be done at an ATM; another way of saying...taking money out of an account

Withdrawing

300

this account is used for money you need in daily life

checking

300

When your account does not have enough money to cover what you purchased with a check, what happens to the check?

bounced check

300

A very big loan (often for buying a house) that you pay back for many years

mortgage

300

You use this machine to take money out of your accounts 

ATM

300

The word ATM stands for?

Automated Teller Machine

400

A box in the bank for valuables and important documents

safety deposit box

400

The person or organization that receives money from a check

payee

400

You can ask a bank for this and they will lend you money, but you will have to pay interest on it. 

Loan

400

This person works at a bank or financial institution. They are responsible for meeting with bank members (both individuals or companies) and helping them acquire loans through the bank. By doing this, they aim to help the bank earn money by applying fees and interest rates to those loans.

Banker

400
Scenario: A client comes in and opens a checking account with only $50 but states that he has $25k in savings, the banker then advertises a premium savings account and the client agrees to open one too! This is an example of?

Cross-selling

500

The big safe in a bank

vault

500

Fee that occurs when you use more money than what you have

overdraft fee

500

Another word for ¨signing a check¨

Endorse 

500

This person identifies ones mortgage needs, assess their financial history and determines the type of mortgage they could afford.

Mortgage Consulatant

500

This person works by meeting with clients, businesses and individuals, to determine their eligibility by reviewing their financial statements. From this information, they can give clients quotes on loan rates and sums available to them.

Loan Officer