Controls
What is the name of the form used when handling sworn documents?
Sworn document request form
How many surveys did we receive MTD?
0
Name the 3 ways to invest
Self-direct investing
Personal advisors
Private Client Advisor
We notarize for non-customers when they and a customer need signature notarization
True/False
True
Name the 3 Key drivers on a OSAT Survey
Greeted
Called by name
Thanked
This collaboration introduces features that will enhance access to crypto and provide more purchase options for customers of the two firms
JPMORGAN CHASE AND COINBASE
This navigator tool to help you complete the Chase Certification of Trust when opening or performing maintenance on a trust account
Chase Certificate of Trust C-COT Navigator
What is our OSAT goal?
88%
Earlier this week, the standard non-customer ATM surcharge fee increased from... to ... Chase Answers has been updated to reflect this change.
$3.50 to $4.00
We’ve discontinued the requirement to validate and register visitors using the VIEW tool and updated processes to make it easier to authenticate vendors and JPMorgan Chase employees who request access to secure areas of the branch True/False
True
How many days do clients have to complete a survey?
what is the timeline for clients to receive a survey?
7 days
Next day
Earn (.....?....) bonus points after you spend $30,000 on purchases in your first 6 months from account opening. With more than $2,500 in annual value, there's no competition. Name the product and the bonus points
200,000
chase sapphire reserve for business