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WorksheetsProducts & Services Teller/FSP/Call Center
Total questions: 49
Worksheet time: 29mins
When asked what you do at the Credit Union, what should your response be?
We Change Lives
Teller
Open Accounts
Get Loans
What is the first account opened at the Credit Union
Loan
Savings
Checking
Prime Investment Account
What is GAP?
Guaranteed Asset Provided
Gross Asset Provided
Guaranteed Asset Protection
Granted Asset Protection
What does PIN stand for?
Private Identification Number
Public Information Number
Personal Identification Number
Personal Information Number
What does ABP stand for?
Advance Benefit Privilege
Advantage Benefit Package
Advantage Bonus Package
Advance Bonus Privilege
How many qualification are there for RealTunes Checking?
5
3
2
4
List the monthly qualifications for the Bonus/Cash Back Checking Account.
Receive E-statements, Log into Web24 Monthly,1 Direct Deposit/Auto Withdrawal, 5 MC Debit Posted/Settled
Receive E-statements, Log into Web24 Monthly, 10 MC Debit Posted/Settled
Receive E-statements, Log into Web24 Monthly, 1 Direct Deposit or 1 Automatic Debit, 10 MC Debit Posted/Settled
Receive E-statements, Log into Web24 Monthly, 1 Direct Deposit and 1 Automatic Debit, 10 MC Debit Posted/Settled
What is the dividend rate for RealTunes Checking?
3.50%
.75%
1.00%
None of the above
How is the usage on Amazon and iTunes tracked for RealTunes?
ACH through Checking Account
RealTunes MC Debit Card
Savings & Checking Account
All of the above
On what day is the dividends and ATM fees paid to the account?
1st
15th
25th
Last day of the month
When do all qualifications need to be completed each month to qualify for the rewards?
Last business day
3 days before the last business day
1st business day of the month
Day before the last business day of the month
On the Bonus Checking account members earn a dividend rate of _______ for up to ___________ and the remaining balance earns ___________.
3.25% $10,000 0.50%
3.50% $10,001 0.50%
3.50% $10,000 0.50%
3.50% $10,000 0.10%
ATM Fees up to the amount of _________ are reimbursed nationwide for the Bonus/RealTunes/Cash Back Checking Account.
$20
$25
$15
$22
What is the dividend rate for Real Savers Savings Account and when are the dividends paid?
.75% Monthly
.25% Quarterly
.40% Quarterly
.75% Quarterly
What does PIA stand for?
Prime iTunes Account
Premier Investment Account
Prime Investment Account
Prime Insurance Account
Are we able to issue a debit card to a member on the same day requested? If so how long do they have to wait before they use it?
Yes / 24 Hours
Yes /Available Immediately
Yes / 1 Hour
Yes / 10 minutes
What does IRA stand for?
Individual Retirement Assets
Individual Retirement Account
Identification Required Always
Insurance Regulation Act
There is a monthly fee of $10 for a PIA
True
False
What is the fee for an early withdrawal from a Real Savers and Educational Savings Account?
$10
$5
$25
$20
On the _______ of every month Business Account fees and ABP fees are deducted from the members account.
6th / The day before
6th
None of the above
Both
What is the fee for a Domestic Wire?
$25
$20
$15
$50
What personal information is needed to register the member for Web24?
Member Number
Savings Account Number
Name
Date of Birth
Social Security Number
How many times does a member have to log on to Web24 to meet the qualifications for Bonus/RealTunes/Cash Back Checking?
2
4
1
3
There is a one-time fee of $______ to open a savings account and an initial deposit of ___________.
$5 $5
$5 $10
$5 $25
None of the above
What is the weblink to our website?
www.mycoastlifecu.com
www.web24.com
www.myweb24.com
www.coastlifecu.com
Do we offer Instant Issue Debit Cards?
Yes
No
When does the Annual Debit Card fee get withdrawn?
January
September
October
December
Overdraft Privilege may cover your insufficient items on qualified checking accounts up to $500 for a fee per covered item.
True
False
What fee are you charged for a returned or paid Non-Sufficient Funds?
$35 per item
$20 per item
$30 per item
$25 per item
Your Debit Card has a Customizable PIN.
True
False
Up to how much will GAP pay on a claim?
$10,000
$25,000
$50,000
Unlimited
How many consumer Checking Accounts do we have?
3
4
5
2
What package gives member benefits such as, One Box of Checks per year, 1 free wire per month, No annual fee for MC Debit Card, etc?
(a)
What's the age range for the Teens Savings Account?
11-18
10-20
13-19
11-17
A member can set-up automatic transfers on Web24 to come out of their account as often as they like.
True
False
Who is our Credit Card Partner?
Elan
Avon
Visa
Velocity
What is the referral amount a member and new member will receive if they opened a loan over $10,000?
$50
$100
$25
$150
We charge $_____ for Money Orders and $_____ for Cashier Checks.
$1 / $2
$2 / $10
$2 / $5
$1 / $3
There is a $10 Replacement fee for a Debit Card
False
True
Safe Deposit Boxes are located where?
Weber Branch
Calallen Branch
Trojan Branch
Saratoga Admin
Accidental Death & Dismemberment insurance is automatically enrolled to our members.
True
False
We finance New/Used Autos, Recreational Vehicles and Motorcycles.
True
False
The National Credit Union Administration insures up to how much on accounts?
$25,000
$150,000
$100,000
$250,000
What is the website member's can view their debit card points?
www.coastlifecurewards.com
www.uchooserewards.com
www.coastliferewards.com
www.mycoastlifecurewards.com
CoastLife automatically pays overdrafts caused by everyday debit and ATM transactions?
True
False
What is our 2 newest Product/Service?
MobiMoney
Digital Wallet
Zelle
Card Control
Funds are available immediately on an Instant Issue Card if it was issued the same day?
True
False
At what age are members eligible to enroll to receive $2000 of Accidental Death and Dismemberment insurance through Minnesota Life?
Any age
16 years old
18 years old
21 years old
Where can you find the Home Equity Application?
CLCU Website
FSP Directory
Lending Directory
FocusOne Mortgage Solutions Website
