PIAT 3
True or False: The Quick-Deposit Servicing Team can assist with releasing deposit holds
False
True or False? You may provide debit card expiration dates to customer once they’re HRV?
False
True or False: You can stay on the line with the customer to assist with upgrading their flash player to the latest version.
False
What can you use to view policies and procedures?
Chase Answers
What two buttons on the keyboard highlight the selected words you type
CTRL + F
True or False: A customer can file a claim for a pending transaction.
True
What does AWR stand for?
Associated Work Request
Fill in the blank: The maximum of (Blank) external accounts can be activated for account transfers.
25
What system does Chase use to review ACH transactions?
eServe
Read that balance as if I we are your customer $201,020.25
two-hundred one thousand and twenty dollars with twenty five cents
Fill in blank: Eserve times out after (Blank) minutes of inactivity.
15
Fill in the blank: Branch will only be able to refund fees for (Blank) and (Blank) refund reasons.
Standard and Disaster
Fill in the blank: Use(Blank) link on left navigation bar in Customer Assist to access One Chase Digital Profile Management Tool.
Customer Maintenance
If a customer has a question about offers related to opening an new checking account, which section do you check to find the information?
E-Coupon
What dollar amount can your account reach to avoid overdrawing your account?
-$50
What should you do if a customer is reporting an unauthorized credit to their account ?
Transfer call to Retail Claims Department
If customer closes their account at 5:00 PM ET on a Monday, how long should it take for the request to be completed?
Account will close during nightly batch processing.
How many times must the password be entered incorrectly before it is locked?
25 times.
What team dictates which country can't receive wire transfers
OFAC
What is the cut off time to submit a wire transfer?
6 p.m. ET for consumer customer on any business day
Fill in the blank: Customers may self-service their debit card Fraud and Non-Fraud transactions on chase.com or mobile app using link within
their Transaction summary
How can customer receive funds immediately after closing their account?
Customer can close their account at any branch and receive funds immediately.
What groups assist with broken CIS ID with online profile?
COTS / BOTS assists with broken CIS ID with online profile
What tool is used to cancel wire transfers
MMCSR
What does NACHA stand for and the purpose?
National Automated Clearing House Association
Purpose: reject and return reason codes that indicate customer portion of transaction was returned