Cash Management
______ is a self-service resource providing online customer walkthroughs for adding fraud protection, sub users, etc.
The __ most expensive outgoing wire transfers per month included at no charge; otherwise, the fee will apply across all linked Chase Platinum Business Checking accounts
4
We need to verify these two things in the case notes to submit a case
HRV and ADDR
True or False: We cannot attempt to de-escalate a situation if a caller requests to file a complaint AND requests to speak to a manager or supervisor.
False
What is James Bond's code name?
007
We can offer this service to an account owner to process pay roll
ACH services
The is no fee for this first $___ Cash deposit processing per statement period across all linked Chase Platinum Business Checking accounts
$25,000
We go under __ link in Front page to access TBCM
Webstats
Any complaint that is tracked within CARE and resolved during initial interaction is this type of complaint.
One and done
Example: Escalation specialist is unable to waive fee as courtesy and educates customer on how to avoid fee moving forward
Weighing around eight pounds, this is the human body's largest organ?
The skin
What is the JA we can use to help customer enroll in ACH collections
ACH Collections Product Guide
| Article no. 30195
We can link up to __ Platinum Business checking subaccounts to help waive the monthly service fee.
99
After submitting a Case we need to do this in CA
Note the account with the Case number
Official statement of complaint over something believed to be wrong or unfair is called a __________.
Grievance
What occasion corresponds with the longest day of the year?
The summer solstice
The name of the Cash management that provides these services is?
Blocks all debits of this type
Block all debits of this type over a certain dollar threshold
Blocks all debit of this type except from specific originators
ACH debit block
Platinum accounts are __ billing
DDB billing
Transaction fees are aggregated throughout month and charged on account statement cycle date which can be EOM or EOM+2, which is second business day following month-end (month end plus two)
Monthly service fees and monthly maintenance fees are charged on account statement cycle date
We can submit an urgent case for these Business scenarios.
Calls from Regulatory agencies, government officials, or third party customer advocates such as the Better Business Bureau or the media on behalf of complainants must be __________.
Escalated to Executive Office without attempt to de-escalate
What guitarist notably performed on the Michael Jackson song “Beat It”?
Eddie Van Halen
__ is a proactive service, that allows customer to review exception items before payment is released, allowing time to decide whether to authorize payment or return the check.
Positive Pay
Resolved CARE cases will remain in a closed status for _____ days.
365
What 1994 Quentin Tarantino movie stars John Travolta and Samuel L. Jackson as hitmen?
Pulp Fiction