Operations
2nd Tuesday of Each Month
What is the NCCA Region Monthly Controls Call
There are 6
What are Performance Levels
1.75%
What is 9 Month Certificate of Deposit
Get Financially Fit
What is 3rd Quarter Campaign
Periodically
When you get a deposit
Minimum $50.00
What is Chase Auto Save
Check daily for possible errors
What is Branch Dashboard
TE Transactions
Mobile Activations Ratio
Paperless Enrollments Ratio
Direct Deposit Activations Ratio
Auto Save Enrollments Ratio
What is the Innovation Category
No Chase Overdraft Services
No Check Writing
No Wire Transfers (incoming or outgoing)
What is Chase Secure Banking
Chase Debit / Credit or liquid Cards
participating merchants apps
in store at merchant's point of sale machine
To make purchases without entering their account number or other account details
What is Digital Wallet
Once Every Quarter
Job Aid
Changes Must be Completed Same Day step by step
Verified on branch Dashboard
What is Key Combo Affirmation
OSAT
What is Customer Obsessed
No Fee's Insufficient Funds/returned items IF you have 4 or fewer in past 12 months
No stop payment fees
No Statement copy fees
No debit card rush replacement card fee
What is Chase Sapphire banking
Take your time
Be thorough - Understand
Don't rush thru
5 days earlier preferred
What is Training
Free
Chase /Bank of America/Capital One/Wells Fargo/First Bank/U.S. Bank
Chase Online or Chase Mobile
Quick Pay with Zelle
Checked Daily
20% higher or lower ok
recommended to follow exactly
new to dashboard
What is My Cash Manager
Clients Needs Served
What is One Chase
No Annual Fee
$50 Bonus after 1st purchase (within 3 months) of opening)
1% Cash back all purchases - automatic
What is Chase Freedom Student Credit Card
Updates /Highlights
Training to help
Visual / Expressive
Fun
What Are Field Flix Videos
What is Gifting (gift cards- e-gift)
Branch Dashboard
ICSC
Hot Topics
updates / review
Every Week
What are Weekly Meetings (Weekly Operational Leadership Meeting)
(recommend retain previous full month)
D&I Balance Growth
Loan Originations
Net Checking Acquisitions
FTI per RB/PCB
What is the Growth Category
$6.00 Monthly Service Fee or
No monthly Service Fee
What is Chase College Checking
YOY Growth Savings
Teller Express Transactions Vs Threshold
What is 3rd Qtr Campaign
Includes Market Directors / Bm's /Lao's /Ab's / Bankers etc
Anytime - daily would be nice
Observations / Appreciation
Extra Mile / Raise the bar
What are "5 Keys"