5 Ways to WOW
I client shares that they have been experiencing health issues.
Empathy
Maximize your spend for travel rewards with the Travel Rewards Credit Card of the Year
Chase Sapphire Preferred
Checking account for a child who is 6-17 years old.
Chase First Banking
When converting a Checking account, additional information about what will appear on the disclosure.
Overdraft Services
To qualify for Chase Private Client, you generally need to maintain an average daily balance of...
$150,000 in qualifying Chase deposit and investment accounts.
On a lead call, after confirming you're speaking with the client and providing CMD a banker should always start with ...
Value Statement
For new to credit, including students
Chase Freedom Rise
Parent co-owned and for teens 13–17 years old at account opening.
Chase High School Checking
When discussing fees and the ways to waive them with customers....
Do not proactively offer to refund fees or suggest that the customer ask for a fee refund.
Zelle limits
Up to $15,000 for select transactions.
Paraphrasing is a good way to show the client that they were heard and an example of...
Active listening
5% Cash back in quarterly bonus categories
Chase Freedom Flex
If the holder does not select another account by the time they turn what age, we will close the Chase First Checking account.
25
When accessing Customer Assist > Customer Authentication, before selecting “I called customer” and recording authentication results (e.g., LexisNexis = pass) we need to first....
Confirm the intended customer is on the call
Fees for everyday banking....
None
No ATM fees worldwide ⚫ No Chase fee on incoming/outgoing wire transfers; complete them online or over the phone ⚫ No Foreign Exchange Rate Adjustment Fees ⚫ No overdraft fees up to four days a year ⚫ No cost for rushed replacement of debit or credit card upon request ⚫ No fee for personal style checks (when ordered through Chase), cashier's or counter checks, or money orders
The most confident bankers are curious and take initiative to increase their ...
Product Knowledge
Save on interest with a low intro APR from account opening on purchases and balance transfers.
Chase Slate
At what age does the Chase High School Checking account become a Chase Total Checking® account.
19
Submit a CD maintenance approval for manager approval when CD maintenance results in a funds transfer of......
$15,000 or more
Access to CD ladders, which allow you to open how many CDs at the same time?
Four
What are the 5 ways to WOW
Value Statement
Positive Language
Empathy
Active Listening
Product Knowledge
5% Cash Back rewards in select business categories
Chase Ink Business Cash
Services not available for the Chase High School Checking account
With Third-party authentication, after receiving permission to continue with the third party on the call, if the third party will be acting on behalf of the customer during the call ask the customer.....
To give permission for the third party to speak, take actions, or make changes on their behalf.
Chase ATM withdrawal limit
Up to $3,000 per day