Fees
Monthly service fee for not maintaining balance?
$35
Quick Deposit
$100,000 per day and $250,000 every 30 days
First 90 days $25,000 per day and $100,000 every 30 days
Service line
24/7
US based Chase Private Client service team
1-888-994-5626
High Balance
Client has large balances with us
Is CPC an option to be opened through AAO?
Yes - please get banker involved before opening
Wire fees?
$0.00
Zelle
$5,000 per day
Discounts
Rate discount on Auto (.25) and Home Lending
High Potential
Opportunity for outside assets
Wire transfer agreement
Client can do wires without coming into branch
Wire agreement can now be completed over the phone instead of clients coming into the branch
Non ATM fees?
No fees and Chase refunds back fees that the other banks charges to the client
ATM withdrawal
$3,000 at any Chase ATM
Card for family members or care givers
Privilege cards
OO
Emerging Affluent $100-$500K
Establish Relationship
Minimum balance
$150K
Overdraft fees?
No overdraft fees when items are presented against an account with insufficient funds on the first four business days during current and prior 12 statement periods.
Purchase Limit for debit card
$7,500
Platinum Business Checking Balance
Reduced minimum balance of $50,000 for Chase Platinum Business Checking account when linked to a Chase Private Client Checking account
OOO
3 half bubbles
Greater than $500K and 10% or less (Establish)
We have 10-50% of their assets (Grow Relationship)
What does CPC do for the branch?
Increases D&I - FTI’s
Increase conveniences - Most buckets on Scorecard
Business accounts?
No MSF on Business Complete Checking when linked
Wires
$250,000 per transaction, $250,000 daily
Access to
Invite only events
JP Morgan Personalized Strategies
Two half bubbles
Two full bubbles
$100-500K we have 10-50% (Grow)
We have more than 50% (Protect)
Who does it take to get CPC clients?
All of us - ONE CHASE TEAM!!