Checking Accounts
What age does a high school checking account automatically convert to a total checking account?
19 years old
What savings account has autosave being one of the ways to avoid the monthly service fee?
Chase Savings
Do we offer a preapproval process for auto or mortgages?
yes, for both
How long is pre call planning?
1-2 minutes
What credit card would you offer if a client said they wanted a card that's meant to use to build credit?
Chase Rise
What checking account has no ways of avoiding the monthly service fee?
Secure Account
What savings account often offers a better fixed interest rate?
CD's
Which product do we offer refinancing for? Auto or Mortgage?
Mortgage
How many times should you say the clients name throughout the call?
At least 3 times
What credit cards offer cash back on everyday purchases?
Chase Freedom, Chase Freedom Flex, Chase Sapphire Preferred
What checking account has an average beginning day balance or more of $75,000?
Sapphire checking
What is required in order to open a Chase Private Client savings account?
Chase Private Client checking account needs to be opened first?
Is a mortgage product concerned a referral?
Yes
What must you try to state in every call?
Your value statement
Is an Amazon credit card an Amazon card or a Chase card?
Card is through Chase, is a partnership card
What account allows you to have up to 4 accounts without getting charged a monthly service fee if they're linked?
Premier Checking
How do you avoid a fee when having a Primer Savings account?
A balance at the beginning of each day of
$15,000
or more in this account
OR
Linked to
Chase Premier Plus Checking℠ or
Chase Sapphire℠ Checking
Can a client get an auto loan with Chase through any dealership/car company?
No, Chase is partnered with certain dealerships and when applying for a Chase auto loan it has to be in the network of those partners.
What makes a call a meeting?
Identifying and discovering a need. Building a relationship with your client, learning something new
How many days late does a credit card have to be for Chase to report it late to credit bureaus?
30 days late
What is the average beginning day balance for a Chase Private Client?
$150,000 or more in linked qualifying deposits and investments.
What are all the ways of avoiding a monthly service fee in a Chase Savings account?
A balance at the beginning of each day of
$300
or more in this account
OR
$25
or more in total Autosave or other repeating automatic transfers from your personal Chase checking account (available only through chase.com or Chase Mobile®)
OR
A Chase College Checking℠ account linked to this account for Overdraft Protection
OR
An account owner who is an individual younger than
18
OR
A linked Chase Premier Plus Checking℠,
Chase Sapphire℠ Checking,
or Chase Private Client Checking℠ account
What's the difference between a meeting scheduler and a walkin meeting?
Meeting Scheduler: Client scheduled meeting via chase.com or mobile app or VB scheduled meeting.
Walk in: Created through making an outbound or taking an inbound call
Name a travel card
Southwest, Marriott, United Explorer, United Quest