INTRO. TO BANKING
SYSTEM BASICS AND FUNDAMENTALS
ACCOUNT/CARD MAINTENANCE
INTRO TO CHASE
MORE INTRO TO CHASE
100

A DEPOSIT ACCOUNT THAT ALLOWS ACCOUNT HOLDERS TO WITHDRAW AVAILABLE FUNDS WITHOUT HAVING TO GET PERMISSION FROM BANK BEFOREHAND.

WHAT IS DDA?

100

IT IS THE FLOW PROCESS TO AUTHENTICATE YOUR CALL.

WHAT IS THE MAC METHOD?

100

THIS IS A UNSECURED OPEN ENDED LOAN.

WHAT IS A CREDIT CARD?

100

A LIBRARY OF NAVIGATION ARTICLES THAT CAN VIEWED BY BROWSING THE CATEGORY MENU.

WHAT IS THE NAVTOOL?

100

THIS IS USED INSIDE THE ADMIN TOOL TO MANAGE ALERTS FOR THE CUSTOMER.

WHAT IS THE PACMAN TOOL?

200

THIS ACCOUNT HAS TO AVERAGE BEGINNING DAY BALANCE OF $75,000 OR MORE.

WHAT IS A CHASE SAPPHIRE ACCOUNT?

200

USE THIS TO CHECK FOR ANY ACH TRANSACTION COMING FROM THE BANK.

WHAT IS ESERVE?

200

THIS INITIATIVE ENCOURAGES CUSTOMERS TO RESOLVE ISSUES BEFORE CALLING.

WHAT IS TAPPING FIRST/ TAP FIRST TRANSACTIONS?

200

A COURTESY EXCEPTION MADE TO CREDIT BACK ACCOUNT.

WHAT IS A STANDARD FEE REFUND?

200

A system used to validate that the customer's ID is in an 'active' status

What is Digital Profile Management (DPM)?

300

COMMONLY ABBREVIATED AS MICR, THESE NUMBERS ARE SEEN ON THE BOTTOM OF CHASE CHECKS.

WHAT IS MAGNETIC INK CHARACTER RECOGNITION?

300

THIS INTERNAL AUTHENTICATION TOOL IS USED WHEN VERIFYING CALLER.

WHAT IS CONNECT US?

300

This is used by Online Specialists to respond to Move Money inquiries.

What is MMCSR?

400

YOU GO HERE IN CA TO ASSIST CUSTOMER WITH AUTO PAYMENTS.

WHAT IS MONETARY TRANSACTION?

400

THIS IS THE NEXT STEP AFTER 

WHAT IS NEXT STEP?

500

YOU HAVE TO DO THIS TO MOVE TO THE NEXT PIAT.

WHAT IS AN EVALUATION?

500

$5

WHAT IS THE LATE FEE FOR PAY IN 4?

M
e
n
u