Checking Accounts
Saving Accounts
Customer Maintenance
Teller Work
Miscellaneous
100

Our most basic checking account

AccessOne Checking 

100

Our most basic Savings account.

Statement Savings Account 

100

Dates must be provided for this type of address

Seasonal Address 

100

In the branch, you may use this machine to withdraw money and select the bills for the customer. 

TCR machine 

100

Name three branches that provide instant issue debit cards.

Brookline Village, Putterham, Newton Centre, West Roxbury, Newtonville, Medford Square, Salem St, Malden, Waltham, Ipswich, Essex, Gloucester and Rowley


200

Our ATM Program for account holders to avoid ATM Fees

SUM PROGRAM ATM 

200

True/False: Our PremierAccess money market is a tiered account. 

True.

The interest rate on a PremierAccess money market account is based upon the balance in the account. The higher the balance, the higher the tier. 

200

True/ False: A beneficiary may eventually update the address on an account. 

True.

Once the primary account holder has passed away. A beneficiary will become the primary account holder on the account and complete maintenance.

 

200

True/False: Our drive up is open before our branch opens.

False.

Our drive up and branch is open at the same time. 

200

True/False: We provide notary services for non-customers.

True 

300

The requirements to have the monthly maintenance fee waived for an Access Plus Checking account holder. 

* A Direct Deposit

* $5000 in combined balances 

300

True/False: There are no monthly maintenance fee for our Statement Savings since it is our most basic savings account. 

False.

There is a $3.00 fee that is only waived with having a monthly balance of $250.

300

We need this form to complete an email address change.

Address Change Form 

300

Money Market withdrawals will need to be completed with this slip. 

Checking Account Withdrawal Slip 

300

True/ False: Travel notices for debit cards may be entered through telephone banking. 

False

Travel notices may be entered at the branch, over the telephone with a CC representative or through online banking. 

400

True/False: We provide unlimited free access to any ATM in the U.S and overseas for PremierAccess Checking account holders. 

False.

We provide unlimited free access to any ATM only in the U.S

400

A customer must have this account in order to qualify for an AccessSavings account.

- PremierAccess

- AccessPlus 

400

True/ False: A customer may update their phone number with no form needed.

True.

We only need the customer to sign for an email address, or address change. 

400

We keep __ amount of money in bait.

$80 

400
You may find the Customer Complaint form on the Compass, under _______. 

Quick Reference> Complaint Reporting.

500

True/False: Business accounts are included in the $35,000 combined balance for PremierAccess Checking account holders to qualify to have the monthly maintenance fee waived. 

True

500

True/False: Our AccessMoney Market account is free

False

There is a $8.00 fee that is only waived if the customer maintains an average balance of $2500.00 in the account. 

500

True/False: If an account is jointly held, and both parties have moved to the same address. You must complete an address change for both account holders. 

True.

You must update each CIF individually and have both customers sign a separate form. 

500

True/False: We need two form of IDS for non customer's cashing checks.

True

Non customer may provide a debit card and official government ID.

500
True/ False: If Sam, and Jill have a PremierAccess Money market account with a balance of $500,000. The account is fully FDIC insured. 

True.

Because there are two depositors listed on the account, each depositor is FDIC insured up to $250,000.00 making the account fully FDIC insured.