Online Banking

7 Tips for Banking on the Go

November 15, 2021
by Team SESLOC

Manage your accounts any time, anywhere with Online Banking and the Mobile App. You might already know you can pay your bills or transfer money, but did you know about these five handy tools?

1. Open a New Share or Certificate

We’ve made it even easier to save for and keep track of your savings goals. Open a second (or third, or fourth…) Share Savings through Online Banking in minutes. Then, name it after your goal — such as “home down payment” or “vehicle maintenance fund.” You can also open a Save to Win 12-month Share Certificate online for a chance to win monthly and quarterly prizes. Every $25.00 in deposits gives you another entry (up to 10 per month; minimum opening deposit is $25.00).

Simply log into Online Banking and select Open Account. You can even set up recurring transfers to automatically move money into these accounts on your preferred schedule. You’ll earn a Level Up¹ point for Saving once you have $10,000 or more in balances across all of your eligible share accounts.

2. Apply For Your Next Loan

You can also apply for your next loan through Online Baning, saving a trip to the branch. Simply log in and select Apply for a Loan from the main menu.

3. Deposit Your Checks Remotely

You may be aware that mobile check deposits are secure and convenient — but are you aware of these other handy benefits? Mobile deposits are completely contactless, deposits made before 4:00 p.m. on a regular business day are available the same day, and your records are instantly updated. Learn more about the benefits.

4. Try Financial Tools

Get a handle on your finances with Financial Tools, a convenient module built right onto your Online Banking home screen. Set and track budgets, calculate your net worth, and visualize your debt payment plans — all in one place. If you have accounts at other institutions, such as your employer’s 401k or a loan at another institution, you can even link your accounts to generate a full picture of your financial health.

5. Update Payment Info in One Place

Card Swap allows you to quickly and conveniently manage your automatic payment information for popular sites and services like Netflix, Target, and more. When you add your new SESLOC debit card to CardSwap in Online Banking, you’ll avoid the hassle of updating your new card information across multiple sites. Just one tap and you’re done!

6. Access Your Statements

View your account or loan statements online anytime with eStatements. eStatements are securely encrypted, convenient and archived for 24 months. To make the switch, log into Online Banking and select Statements.

7. Contact SESLOC Support

Need help with your account or have a question? Try the Secure Message Center or Live Chat in Online Banking, under Contact Us in the main menu.

Think of the Secure Message Center like a secure email service just between you and SESLOC support representatives. You can send a message at any time, and even include attachments with sensitive information — a representative will respond as soon as possible during business hours.

Live Chat offers real-time assistance Monday through Friday, from 8:00 a.m. to 6:00 p.m (PST). Live Chat is great if you need quick answers for questions about your accounts, products, or services. Plus, you can multi-task while you chat with us. Please note that Live Chat does not support attachments.

¹ The Level Up Member Benefits Program (“Program”) is provided by SESLOC Federal Credit Union (“Credit Union”). The Program is available to consumer memberships, for which the primary consumer member is eighteen (18) years in age or older and is a member in good standing with the Credit Union. The Program is automatically available to an eligible consumer membership. Please visit www.sesloc.org, Online Banking or any branch for the Level Up Member Benefits Program Disclosure (“Disclosure”) for more information regarding the terms and conditions of the Program. Certain restrictions and other limitations apply. By establishing or maintaining a consumer membership you are accepting the terms and conditions of the Program. If you prefer not to participate in the Program you may opt-out, see the Disclosure for more details. The Program terms, conditions and benefits may be amended at the sole discretion of the Credit Union and are subject to change without notice, except where required by law.

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