Products & Convenience Svc
These three items, that make up the Deposit Account Agreement, must be provided to every customer that inquires about a depository account, or establishes one:
Checking and Savings Account Rates, Additional Banking Services and Fees, and Chase Overdraft Services
What is 80%?
This resource should be used to gain a better, more in depth understanding of the Branch Dashboard.
What is 'Branch Dashboard Reference Guide'?
These are the individuals responsible for driving customer experience within the branch.
Who are: AB, RB, PCB, BOL, BM, HLA, BRM, PCA?
This is the focal point (center) of the RMC.
Who are our 'Clients'?
This account gives customers no fee for counter checks, money orders and cashier’s checks, access to Chase First Banking and J.P. Morgan Wealth Plan, and with enhanced benefits, no fee on Non-Chase ATM transactions. It does, however, come with a $25 monthly service charge.
What is Premier Plus Checking (with Military Benefits)
When a banker helps a customer set up direct deposit, fund the account via Quick Deposit, and enroll in paperless, autosave, credit journey, and long-term goals, they earn credits for each service. This is the credit breakdown for each service:
What is: Direct Deposit - 10; Quick Deposit - 5; Paperless - 5, Autosave - 7.5, Credit Journey - 7.5, Long-Term Goal - 5.
This is the frequency in which Controls Incentives can be earned.
What is quarterly?
What is 93.6?
What is 'Branch Queue'?
Name four of the eight "Easy ways to access your account":
What are: Account Alerts, Direct Deposit, Digital Wallet, Online Banking & Bill Pay, Paperless Statements, Chase Mobile, Chip Enabled Chase Debit Card, and ATMs.
This is the screen bankers can view current monthly progress, as well as manually input additional credits to guesstimate what month end would (or perhaps could) look like.
What is 'Personal Incentive Calculator' or "PIC"?
This is one of three ways employees can limit losses in the event of a robbery:
What is: being aware/practicing security procedures daily; keeping cash drawers and gates locked at all times; staying within established cash limits
This is the name of the scoring system we will likely transition to next year.
What is 'Net Promoter Score'?
These are two (of four) components of Discovering Needs:
What are: Ask questions to guide conversation; Actively listen' Make a connection; Ask meaningful follow-up questions?
This is the date when customers in Premier Plus accounts will be charged for checks and counter checks.
When is November 17, 2024
This is the report a banker (or manager) can review to see all products and services validated, or unvalidated, not only for the current month, but for the previous two months as well.
What is 'Employee Sales & Referral Detail'?
A Branch Operation Lead has to ability to make this amount annually from Control Incentives.
What is $2,000?
This is one of two ways a branch can qualify for Customer Experience incentive:
What is: Top 20% of branches for current periods score or top 5% of point improvement (current versus previous period)?
The following are three of the four ways we Manage Opportunities:
What are: Utilize Client Central; Call/Meeting Guidance; Plan for the Day; Conduct Effective Meetings
Wealth Plan includes 13 features. Name five of the thirteen features.
What are: (1) Spending Summary, (2) AutoSave, (3) Budget, (4) Credit Journey, (5) Connected Journeys, (6) Emergency Fund, (7) Income & Spend, (8) Idle Cash Nudge, (9) Large Cash Deposit, (10) Link External Accounts, (10) Net Worth, (11) Long-Term Goals, (12) Connect with an Advisor?
This is the day and time correction requests must be reviewed and approved by your manager.
What is "on the 12th calendar day (for the previous month's transaction) by 11:59pm EST.
In order to qualify for a Controls Incentive, the branch must be in the top ___% of branches with the _________ errors per FTE.
What is: 20; lowest?
Bankers would receive $____ for gold and $____ for silver, while Operations Leads would receive $____ for gold and $____ for silver.
What is: $500, $175 and $625, $200?
Name five of the six Opportunity Stages:
What are: Opportunity Identified; Contact Attempt; Contact Made; Meeting Scheduled; Meeting Held; Closed?