Personal Accounts
Business Accounts
Credit Cards
Mobile
Octagon
100

This account earns interest, and has a fee that can be waived by having a linked Chase first mortgage, and has military benefits

Chase Premier Plus Checking

100

One of the ways that you can waive the MSF on this account is by having $2,000 in deposits from QuickAccept or other eligible Chase Merchant Services Solutions transactions during the statement cycle

Chase Business Complete Checking

100

This card is best for customers who mainly want to transfer balances and save on interest

Chase Slate

100

You can use this mobile feature to deposit checks via Chase App

Quick Deposit

100

Who takes ownership of a check that has 3 payees separated by "and?"

The last one to sign the check. 

200

This is a premium banking account that has no fees and you have special access to special events and hospitality lounges.  Must have an average beginning day balance of $75,000 in this or qualifying accounts to waive fee.

Chase Sapphire Banking

200

Able to make more of your money with this account that has a fixed interest rate.  You will have to pay a penalty for withdrawing.

Business Certificate of Deposit

200

How much is the balance transfer transaction fee?

5%, but not less than $5

200

You can use this mobile feature to send and receive funds.

Zelle

200

Jane Smith walks in with a chase check made out to her husband John Smith. John has signed the check, but Jane does not have an account. How do you react? 

This is considered a third party check and without an account, this check can not be cashed by Jane. Only by John. 

300
You can only deposit into this account by making a transfer, can only withdraw cash via the ATM, and has the Spend, Save, Earn features

Chase First Banking

300

With this account, the first 250 transactions per month comes at no charge ($0.40 per transaction above 250) and the first $20,000 in cash deposits per month with no fee (standard cash deposit fees apply above $20,000).

Chase Performance Business Checking

300

This card is for customers who want to earn airline miles for all their purchases and enjoy exclusive travel rewards and benefits.  This card has an annual fee of $95 after the first year.

United Explorer

300

You can use this feature to grow your savings and set savings goals.

Autosave

300

When evaluating an item for an override, how far back do you compare items and how many?

Compare the item to at least three previously paid checks (older than 45 days)

400

After a client turns 19, their Chase High School Checking will convert into a...

Chase Total Checking

400

Has a Monthly Service Fee of $95 and allows access to Chase Merchant Services and Associate Debit and Employee Deposit Cards

Chase Platinum Business Checking

400

With this card, the client will receive a $20 Good Standing Rewards after each account anniversary year for the first 5 years.  They can also earn a credit limit increase after making 5 monthly payments on time within 10 months from account opening when meeting credit criteria.

Chase Freedom Student

400

Allows customers to make payments to virtually anyone

Online Bill Pay

400

Check is made out to yourself and a business. How do you negotiate this check. Where can you deposit this check?

Check can only be deposited into an account that is titled with the business name. Check requires both endorsements.

500

With this account, our client is able to save and invest for minors until minor is of age.

Uniform Transfer to Minors Act (UTMA) account

500

This account is for an business that is looking to maximize earnings or save for future expansion

Chase Premier Business Savings

500

This card is for customers who want to earn 1.5% cash back on every purchase without paying an annual fee. This card also includes Auto Rental Collision Damage Waiver.

Chase Ink Business Unlimited

500

You can redeem points that you have earned for digital gift cards with select merchants using this feature

Ultimate Rewards

500

Jane comes in to make a deposit into her husband's account here at Chase. What is the acceptable forms of deposit? 

Cash advance, check, cashiers check or money order.

Cash CAN NOT be deposited into an account that you are not an owner on. 

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