Online security
Linkage
Misc
Admin tool
Chase.com
100

Customers in Business Managed (BMG), Business Government Managed (BGM), Small Business Segment (BOH) and Business Banking (BPL) are eligible for both Hard and Soft Token? Yes or No 

 No, only BOH is eligible for soft token only. 

100

What is the criteria for linking accounts online?

  • Customer must be signer on accounts they want to add to main profile
  • Signer name, date of birth (DOB) and Social Security number (SSN)
100

What is the highest grossing movie of all time?

Endgame

100

What link would you choose to view the customers subscribed alerts?

Pacman tool

100

How can I get a pre-filled direct deposit form for my business account online?

For Business accounts, we don't have a form ready online like consumer, We would refer to branch for a form/voided check Going through teller line no appointment needed

Or

chase.com/direct-deposit

To complete a direct deposit form yourself but it will not display the bus name

200

What securities does the customer need to have set up before we can raise the wire limit to $500k?

SecureID, IPsecurity and Dual control 

200

When linking business to business retail products, how many digits should both CIS be?

20

200

 What gas do plants absorb from the atmosphere?

Carbon dioxide

200

Can I read a bill pay stop payment disclosure to a different signer in the same business  account?

Yes

200

Can a customer call to request a soft token?

No, requests must come from eligible banker

SecurID product guide ID-47566

300

If customer hasn't receive their hard token and never received tracking number via email, how can we locate the FedEX tracking number?

Token inquiries email is sent by BOTS to Chase Connect Fulfillment

300

Customer is unable to see their mortgage loan when they sign in to see their personal profile. What do you do?

Customer combine in CA 

Customer combine ID-47434

If system failure message displays:

  • research case must be opened
300

What desert is the largest in the world?

Antarctic Desert

300

What methods of payment are offered for customers via the Invoice Tool?

Zelle, check, card (apple pay)

Business Complete Banking ID-47758

300

What navtool can we use to help a customer raise their wire limit?

Article #41728

Manage Transaction Limits: Increase/Decrease Daily Limits - Business 

400

Customer want his work from home employees to have IP security set up, which level would he be set up under? 

User level

IP security product guide ID-47563

400

How many IP adresses can admin have registered under company level?

30

400

What is the term for a word that is similar in meaning to another word?

Synonym

400

What type of codes can we verbally provide to Sub-Users have their verify security code?

What are types of code: Unrecognized device

What are types of code: Password reset

What are types of code: Online Enrollment

What are types of code: Transaction Authentication

Process activation / identification code requests

ID-47627

400

What is the password for customers who are asked for one when downloading statements?

Chase does not require or provide passwords to download Chase statements. 

Online / paperless notices, eLetters and statements

ID-47578

500

What other service other than dual control can cause pending approvals?

Daily limits for subusers.

500

What do you do when customer calls in with their name incorrect on their olp, but correct on their physical credit card?

Open a case for name change update 

Change address, email address and phone number online ID-47514

500

What is the most spoken language in the world?

Mandarin Chinese

500

If a customer has a hard token and would like to switch to a soft token how would you order one?

Resend soft token

500

What resource would you use when a customer needs to download transactions into excel?

PFM / Aggregators: Download Activity

ID-120293

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