DEPOSIT ACCOUNTS
DNA
DEPARTMENT REFERRALS
DIGITAL SERVICES
CUSTOMER SERVICE
200

These types of accounts establish you as an 'Allegacy Owner' with only a $5 minimum balance requirement. Whether you choose the basic Daily Access or the YMCA linked AllHealth Wellness, both account types are subject to Reg D.

What are Savings Accounts?

200

As a new employee, you should not accept and/or scan any check over this amount without first having someone else sign off on it.

What is $500.00

200

Whether a member is a first time buyer, shopping for the best rate options, or looking to refinance this department can help them with their home loan needs.

What is Mortgage?

200

This service offered to members includes features such as eStatements, Money Management, Webpay, and Welby.

What is Web Banking?

200

This phrase is Allegacy's standard greeting for assisting a member.

What is "Thank you for choosing Allegacy"?

300

Allegacy offers 3 types of these accounts. Digital Best is designed for a paperless and worry-free experience; Preferred offers members free checks; and Smartrate is eligible for premium dividends and ATM fee refunds.

What are Checking Accounts?

300

Before batching your checks, you must first pull up this screen to ensure your check totals match what was entered in DNA.

What us List Checks?

300

This department delivers resources, tools, training, and individualized coaching related to budgeting, building credit, and managing debt to help inform and equip members to reach their financial goals.

What is Financial Education?

300

This service offers banking at your fingertips 24/7 with features such as imaged check deposits, electronic transfers, and Bill Pay.

What is Mobile Banking?

300

When assisting a member, you should use their name this many times during your interaction.

What is 3 times?

400

These types of accounts help members save money for holidays or vacations by not allowing withdraws throughout the year until the funds are automatically transferred to their primary savings account on either April 1st or October 1st.

What are Club Accounts?

400

This screen is used to error correct transactions, reprint receipts, and also view transaction details to assist in finding teller outages.

What is the Journal?

400

Whether a member is just starting to look ahead, navigating life changes, or trying to stay on track, this department can help them put together a solid plan and follow through with them to a future that lives up to their expectations.

What is the Investment Group?

400

You will be able to chat with a real person to cash checks, make a deposit, make an Allegacy payment, transfer funds, or withdraw cash all from your car with these easy, quick, and personal machines.

What are Interactive Teller Machines (ITMs)?

400

This is the ability to understand and share the feelings of another person.

What is Empathy?

500

This interest earning account can be opened with a minimum amount of $500 and an agreement from the member to leave funds on deposit for a certain period of time.

What is a Certificate of Deposit?

500

When someone is depositing (or withdrawing) over $10,000.00 you must enter this in DNA for all benefitting account owners for CTR purposes.

What is their Occupation?

500

This department strives to deepen members' relationships with the credit union by focusing on their retail needs. This concierge level of service is a great option for individuals or business owners with high balances and/or net worth, but not necessarily looking to invest their assets elsewhere.

What is Private Banking?

500

This biometric account access works by scanning the vein pattern in the palm of your hand, which has actually become an even more accurate identifier than fingerprints, iris patterns or facial features.

What is VeriFast?

500

Using your member’s name, finding common interests, and creating a sense of trust and understanding through conversations are all ways of building this.

What is Rapport?