We bring purpose to every day. We know this is more
than a job – it’s an opportunity for us to improve the lives of our customers, communities and each other.
Service
The Peruvian Blockade
Raul
Our most popular checking account with the banking essentials.
Chase Total Checking
EAW
Employee Appreciation Week
This is the monthly guide that instructs managers to question, observe, confirm, inspect, examine and review to identify issues
ICSC
We care for each other, anticipating other’s needs and
helping them feel seen, heard and connected. We’re
respectful, kind, candid, trusting and trustworthy
Heart
This new banker owns 2 pairs of cowboy boots
Paul
Receive priority service, exclusive perks, and benefits, such as free wires.
Chase Private Client
CPC
Chase Private Client
When completing an activity in this, both employees must avoid distractions (e.g. servicing customers, including performing overrides)
Dual Control
We always push for better, continuously raising the bar so we can do great work that lasts. We seek out, hire, mentor and grow talented people at every level.
Excellence
properly pronounce your PCAs last name
Err-nest
This credit card gives you unlimited 1.5% cash back
Chase freedom unlimited
IDP
Individual Development Plan
IN the event of an emergency, our meeting place is
Home Depot
We dream big, ask questions, explore and try new things. We go beyond the surface, taking time to truly understand people and uncover what they need. Click Here to check out the Discover Needs Behavior Guide.
Curiosity
Your favorite branch manager
Chris Hammen
Savings account requires $15,000 beginning each day or linked to Chase Premier or Sapphire Checking accounts to waive fee of $25
Chase Premier Savings
RMC
Relation Management Cycle
In order to be successful we must maintain
a ___________ of controls
Fortress
We stand up for what’s right, using good judgment and holding ourselves accountable. We communicate clearly and act with integrity, fairness and humility. Click here to check out the Tailor Advice and Solutions Behavior Guide
Courage
new business banker first and last name
Francesco Antonacci
When a Client (or mystery shopper) asks for something in writing. Explain the process.
After Share, show, point in solutions explorer, print required disclosures and hand to Client.
ICSC
Internal Controls Self Check
At what point in a transaction is a Client provided disclosures?
Before they sign the signature card