TRANSACTIONS
Sara wants to transfer money from her S01 to her S10.
SW X SD
This account is required to establish membership with the credit union.
Prime Share
Kim Kardashian wants to set up automatic payments towards her L00 from her S10.
Authorization for Periodic Payments
Where do you go to look at what accounts a debit card is linked to?
Card Number
What is our routing number?
321379410
Bob wants to make a visa payment to his credit card and pull money from his checking account
SW LP SC (OLD: SW SC MP)
This type of checking account allows members to receive up to $10 in cash back.
Kasasa Checkings
Spongebob wants gets paid from Nickelodeon every 5th and 20th of th month. He wants to have $500 go into his savings and the rest into his checking.
Payroll Maint.
Where do you go to see what members CP limit is?
Specfile > Courtesy Pay Dashboard
Can we set up passwords on a members account over the phone?
Member wants to pay for his loan using his savings account
SW X LP
This product allows you to save money for holiday spending, and it has higher dividend rates than most savings accounts.
Christmas Club
Member lost his debit card at the water park and wants to re-order a new one.
Debit Card Order Form
Tracking 52
How do we determine what a members courtesy pay limit will be?
Based off the past 6 months incoming deposits.
Member wants to borrow $500 from his signature line of credit and deposit it into his checking.
What is the difference between "principal" vs "interest" payments on a loan?
Interstes = "IOU"
Member has a S51 8 month share certificate that will mature soon. She wants a cashiers check mailed to her when it matures instead of having it deposited into her savings account.
Share certificate change request form
What is the max daily spending limit for debit card purchases?
$5,000
Member wants to pay for his wife's credit card using money from his checking account
SW Y SC Y SC LP
Which checking account gives a very high interest rate, provides one free book of checks per year, but requires members to do 10 debit card purchases each month?
eLife
Member sees a ACH withdrawal of $1,582 for GEICO. She does not know what that is for and wants her money back.
ACH Stop Form and WSUD
Where do you go to see how much a member can deposit via mobile banking?
If a mother wants to open a minor account for their child, what do they have to bring in?
Cert copy or OG birth certificate and know childs SSN