FSP Assessment

When asked what you do at the Credit Union, what should your response be?

• Open Accounts

• We changes lives

• Process Loans

• Financial Service Partner

What is the first account opened at the Credit Union?

• Checking

• Kids Savings

• Savings

• Real Savings

What does ABP stand for?

• Advance Benefit Package

• Average Benefit Package

• Advantage Benefit Package

• None of the Above

You can add the Advantage Benefit Package to a Savings Account

• True

• False

What is the fee monthly for the Advantage Benefit Package?

• $10

• $15

• $5

• $2

Where do you go to open a New Membership Account?

• Wizards (Black Navigation Bar) > New Deposit Account

• Maintenance > Deposit Account

• Relationship Profile > Wizards (Grey Navigation Bar) > New Deposit Account Wizard

• Wizards (Black Navigation Bar) > New Deposit Account Wizard

Select the benefits of having ABP

• • No charge on Cashier’s Check or Money Orders

• $20,000 in AD&D insurance & $100,000 in Common Carrier insurance plus $1,500 in Dependent coverage

• Annual fee waived on your CoastLife CU Debit Card

• One free wire transfer per quarter

• One free box of checks or one discounted box of personalized checks per year

How many monthly qualifications are there for the RealTunes Checking?

• 5

• 4

• 3

• 2

What are the qualifications for the RealTunes Checking?

• 10 Debit Card Purchases, Min. of $5, Posted/Settled

• Enroll into eStatements

• Have a 1 Direct Deposit or 1 Automatic Debit

• Log into Web24 at least once

What is the rate for RealTunes?

• .25%

• 0%

• .75%

• 1%