Deposit Accounts
What is the monthly service fee on college account?
$15
What does standard overdraft pay?
Checks,Automatic Payments (e.g. recurring phone bill, mortgage or utility bill),Recurring debit card purchases (e.g. movie subscriptions or gym memberships)
What product would you recommend to a client that wants an automatic way to build their Chase savings?
Autosave
What is the annual fee on Chase Freedom Unlimted?
None
How long should it take you to prepare before dialing?
1-2 minutes
What is a CD?
CD account offers a fixed interest rate for a set period of time of several months to years. A client agrees to deposit their money in the CD for that period of time in exchange for a higher interest rate than a regular savings account.
What are the three type of accounts that are NOT eligible for this service?
First Banking,High School Checking ,Secure Banking
How much does Credit Journey cost?
No fee
Which card is designed for new to credit, including students?
Chase Freedom Rise
What is on the outside of the RMC circle?
Manager Involvement
What is the grace period to perform any actions on a CD?
10 days after the maturity date
What is the cut off time to avoid the overdraft fee?
11pm ET
What system will you use to view the digital products the customer currently uses?
Client Central
Which card(s) has no foreign transaction fees?
Sapphire Reserve, Sapphire Preferred, United Explorer Card, United Gateway Card,
What is the second key benefit provided by the One Chase team?
Build Trust
What are three benefits are included with the Chase Premier Savings account?
*Earn Premier relationship rates when you linked to qualifying checking account
*No Chase fee at non-Chase ATMs
*No Chase fee on incoming wires
What is the overdraft fee amount?
$34, max of 3 per business day
What task can you perform in Customer Assist for Digital Wallet?
Activate it
What card earns 5% cash back in quaterly bonus categories?
Chase Freedom Flex
How do you share or reinforce on how you add value?
Value Statement
How can the monthly service fee be avoided on a Chase Private Client account?
Average beginning day balance of $150,000 or more in combination of this account and linked qualifying deposits / investments OR Linked Chase Platinum Business Checking account
What is Overdraft Protection?
Allows you to link a Chase savings account as an Overdraft Protection backup account to your checking account to help pay any overdraft transactions that may occur.
How do you access Digital Demos?
Banker Homepage > Performance Info > Performance > Tips, Tools & Guides section > Digital Demos
Chase Answers Portals > Online Servicing NavTool
How many credit cards does Chase have to offer?
39
What are the three ways contact can be made?
▪ Meaningful conversation with client in person or over phone ▪ Client requests a call back ▪ Inbound email from client