Financial Services

Interest on loans

The main source of income for banks.

Credit card

Method used to purchase products that is essentially borrowing money, getting the product now and paying for it later.

Stockholders

The owners of banks.

Time deposit

Money saved or invested for a period of time to earn more money.

Payee

The person or business to whom a check is written or an electronic payment is made.

Routing number

Number at the bottom of a check that identifies the bank that holds the account.

Saving, Borrowing, and Payments

Three classifications of services provided by banks.

Demand Deposit

A checking account. Money that is deposited and paid out when requested in writing or through electronic payment.

Electronic banking

ATMs, Point-of-Sale terminals, Home computers, telephones, to complete financial transactions.

Direct deposit

Money is transferred from the bank account of one entity to the account of another electronically

Overdraft protection

A line of credit attached to a checking account that allows the owner of the account to borrow money to cover transactions that exceed the balance of the checking account without overdraft fees.

Automatic payment

A method of setting up recurring payments to be transferred electronically on the same day each month.

Joint account

An account owned by 2 or more people.

PIN

4 Digit number that is used in conjunction with a debit card to make purchases and ATM transactions.

Endorsement

Signature on the back of a check that makes it payable.

Check register

Where individuals keep track of the transactions and balances of their checking accounts.

FDIC, NCUA

Initials that tell us deposits in banks and credit unions are insured.

Debit card

Looks and functions much like a credit card but is a pay now instrument, money is immediately deducted from the checking account.

Deferred Debit Card Transaction

Processed like a credit card, no PIN, no fee.

Clearing

A the process of paying a check and having the funds transferred to another account.

Cashier's check

A check drawn on the funds of a bank that can be bought by a customer and used to make large payments when personal checks or cash are not acceptable.

Depositors

The source of money used by banks to make loans.

$250,000

The amount of deposits that are insured with FDIC (banks) and NCUA (credit unions) deposit insurance.

Safe deposit box

Space in a bank vault that individuals can rent to store important papers and small valuable items.

Savings & Checking Accounts

Types of accounts covered by deposit insurance.

Outstanding check

A check that has been written, recorded in a check register, but not yet paid by the bank.

Direct debit card transaction

Requires the card, and PIN, and may involve a fee.

Trust company

A financial institution that takes the assets of an individual and manages them to make more money then pays the proceeds to a designated beneficiary at a later date. Many banks have Trust departments. (Trust Funds)

Service Charge

A fee charged for maintaining a bank account.

Making loans

How banks infuse cash into the economy and create demand for consumer goods and services.

Credit union

Not-for-profit financial institution that serves its members by accepting deposits, making loans, and providing other financial services.

Deposit slip

A form you must complete when you take cash or checks to the bank to make a deposit.

Bank Statement

The official record of a bank account that is sent to the depositor either through the mail or electronically on a periodic basis.

Electronic funds transfer

Any method of electronically moving money from one account to another.

Trust

What the banking system is based upon. We trust banks to keep our money safe and have it when we need it and banks trust us to repay loans.

Peer-to-Peer Payments

Payments or money transfer apps � like Venmo, PayPal and Cash App allow users to send one another money from their mobile devices through a linked bank account or card.