The Elkhart Middle School’s Exploration Class studied about one of the most important life skills they will need to know to become productive adults. The students worked on some banking lessons about savings and checking accounts, debit and credit cards, loans, interest, investments, CD’s and other practical money lessons to help a 7th and 8th Grader understand the importance of good money management during their lifetime. As part of this unit the students took a field trip to Heartland Tri-State Bank on Wednesday, December 4, 2019 for a tour as well as an introduction to the many job opportunities that are available in a banking environment. Martha Meraz, Teller Supervisor, showed the students the double lane drive-up window that customers use and how they can make a deposit or withdrawal and Kacey McCallion, Teller/Assistant BSA, demonstrated a transaction on an automated system. The students were allowed to see the vault and piles of cash. They learned how the bank orders money, transfers money and helps their customers with many needs of transferring funds. Desarae Aranda, Exec Secretary, explained the process of applying for a loan and shared some marketing examples with the students by giving the students each a phone charger with the banks logo attached and pencils composed of recycled money. Shan Hanes, President/CEO, explained the loan and investment side of the banking industry. The students were told how the bank was purchased, how many checking accounts, loans and how much money the bank deals with on a yearly basis. He stressed how valuable the employees are for customer service and assisting the customers with their financial needs. The students walked away with a better understanding of just how important it is to be responsible with money management and the benefits it can provide.
Elkhart Middle School Exploration Class Visits Heartland Tri-State Bank
Monday, December 09, 2019