Fees
The fee to rush a debit card order for a customer.
What is a $5 fee?
We do not offer it as a first option, it is a courtesy when a customer can not wait. Would have to submit the request before actually ordering the card. Cannot be done after the card is already ordered.
Get direct deposit up to 2 days early with this account.
This card has longest 0% APR intro.
What is Chase Slate Edge?
$1,000
When should night dropped be pulled?
Every morning of Monday-Friday, before the branch opens for business. 8:50
* The contents must be pulled by opening, not processed.
The check cashing fee for non-customers.
What is a fee of $0 for checks up to $50 and $10 for checks $50 or more?
These checking accounts offer fee free ATM withdrawals worldwide.
What is CPC and Sapphire Banking?
Where can customers go to see and redeem the points that they have earned on their credit card purchases.
Chase Ultimate Rewards in their mobile app or Chase.com
What is the non-customer check-cashing limit?
$2,500 for checks, $1,000,000 for Cashiers Checks; limit can't be changed
Limit is per check, not per transaction
Can be viewed when clicking on account number in CA
Limit is determined by Chase and can be shared with check presenter/non-customer
What method do you use when determining negotiability on the check and what are you checking for when going through this method?
Z Method
Checking for date, amount, check number, makers signature, payee, drawee bank, MICR line, endorsement.
The fee to send a domestic wire online.
*International Wire Fee - Online
What is a fee of $25?
*International Wire - $40 online
These are the overdraft options that Chase offers to its clients.
What is Standard Overdraft Practice, Overdraft Protection, and Debit Card Coverage?
The amount of time the 5% cash back bonus categories for the Chase Freedom Flex card change.
What is Quarterly?
Name the 5 Discover Needs questions
1. Do you live or work nearby?… Where do you work?… What do you do there? … How long have you been there?... OR Where do you go to school?...
2. How do you typically make deposits?...What about purchases?... And how do you make payments?...
3. What types of accounts do you have now?
4. What are the balances you plan to keep?
5. What is most important to you financially?...
What are the 3 topics that we can be "shopped" on during our mystery shop visit?
Overdraft Services
Credit Card
Checking and Savings
How much is the fee for a counter check, money order, and a cashiers check?
Cashiers Check - $10
Money Order - $5
Counter Check - $3
These are the required ages for the youth & student checking accounts: Chase First Banking, Chase College Checking, & Chase High School Checking
Chase First Banking - 6-17 years old
Chase College Checking - 17-24 years old
Chase High School Checking - 13-17 years old
These credit cards have annual fees.
* How much are those fees?
What is Chase Sapphire Preferred and Chase Sapphire Reserve?
*Fees - Preferred - $95
Reserve - $550 ($75 per authorized user)
Having a checking account and depositing $250 increases your approval odds for this Chase credit card.
What is Freedom Rise?
Name 3 transactions that you CANNOT do for a customer over the phone.
What is a Legal Processing Fee and when is it applied? How much is it?
up to $100 per order; Processing of any garnishment, tax levy, or other court or administrative order against your accounts, whether or not the funds are actually paid
This amount of ownership requires all parties to be present to open a Chase business account.
What is 10%?
5 personal credit cards that Chase services but we do not offer in-branch.
What is Southwest Rapid Rewards Priority/Plus/Premier
Prime Visa
Amazon Visa
Aeroplan
Marriot Bonvoy Bountiful/Bold/Boundless
IHG
Disney Visa/Premier
British Airways
Hyatt
DoorDash Visa
Instacart visa
Iberia?
From 1960 - 1976, each side of the Chase octagon logo were 4 different colors. Each side of the octagon was a different color. What were the 4 colors that represented each side?
Blue
Brown
Green
Black
(no significance in the color palette)
What resource do we have to help us determine negotiability of foreign currency when conducting foreign currency ordering
Foreign Currency Lookup Tool