Mystery Shops
When a client comes in to the branch and asks if we have any brochures, can we refer them to Chase.com?
No
When in dual, which employee should be physically performing activity and processing applicable TE transactions?
Performer
What are the three benefits of being Chase Private Client?
Priority service, Exclusive perks/pricing and benefits, Investing with J.P. Morgan Wealth Management
By what day does Scott ask that the ICSC for the month be turned in?
By the 25th
True or False: We can use Known Customer on CA as long as customer has provided debit card and pin through TE
False. We must authenticate them through CA as well.
What three things should we be doing with a client when discussing overdraft services?
Share, Show, Point
Where can a notary bag be kept (considering the employee is on our branch approved notary list) ?
At home or locked in a notary bag
What account can we offer kids within the ages 6-17 to help them learn good money habits?
Chase First Banking
How often should we complete a Branch Signage Inspection utilizing the Branch Sign Guide?
Monthly.
What can we use to ensure everything gets scanned properly for the day?
Daily Scan Report and EIV!
What should we do if solutions explorer is down?
Print out the disclosures through Rates and Disclosures tab on homepage, and utilize printout to share, show, point.
What sign should be at a desk where a banker is present and taking appointments?
All-in-one disclosure sign
Which account offers early direct deposit for up to two days earlier?
Chase Secure Banking
When reviewing branch dashboard, what can we utilize to ensure all action items are understood and completed correctly?
Branch Dashboard Reference Guide
What are Kendee's 5 non negotiables?
Closing Checklist, ICRC, Weekly Ops Leadership Meeting, ICSC, Observations
When discussing overdraft services, what are the three services we should be sharing?
Standard overdraft, Overdraft protection, and Debit card coverage
When should employees accept a key/combo change in the Key & Combo Tool?
Immediately or by EOD.
What are three free services we offer any client who utilizes the Chase Mobile App?
Credit Journey, Auto Save, Wealth Plan
How many days to we have to resolve a CTR/MIPL Late Work Return?
2 business days
Can we redeem savings bonds when they are presented with someone's maiden name? If so, how?
Yes. Verify presenter, ask to sign as the name that appears on the bond, then re-sign with legal name and state reason for name change on back of the bond.
How many pages are included in the required disclosures for Checking and Savings / Overdraft Services?
28 pages total
How long do we have to register a complaint on CA?
Within 7 calendar days of receipt (unless escalation is required)
What is the biggest difference between the Freedom Flex and Freedom Unlimited?
Freedom Unlimited has 1.5% unlimited cash back on all other purchased. Freedom Flex is 1% cash back.
As stated on the ICRC, how often should we test the default KABAs?
At least quarterly
Client wants to close a decedent account with a balance of $260,000. How should we close the account?
Through Decedent Processing.