Deposit Accounts
What is the monthly service fee on college account?
$0 while in school (five years maximum); then, $0 or $15 after graduation
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
Name ALL of our One Chase Partners?
Wealth Management, Business Banking, Home Lending Advisors, Community, Card, Consumer , and Auto
What are the four behaviors of the Relationship Management Cycle?
Engage Clients, Discover Needs, Tailor Advice & Solutions, Manage Opportunities
What is the definition of 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?
$0
Where can you go for tips, tools, practice + videos, and latest news for our One Chase partners?
One Chase Resource Site
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
Name the three ways to invest?
Private Client Advisor, Personal Advisors, Self Directed Investing
What behavior in the RMC primary objective is to understand what matters the most to the client by asking meaningful and opened ended questions?
Discover Needs
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 can you set up to track account activity such as balances, large transactions, etc;
Account Alerts
How many households trust us with their consumer relationship?
over 32 million
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.
What are the three ways you can access digital demos?
Banker Homepage > Performance Info > Performance > Tips, Tools & Guides section > Digital Demos
Chase Answers Portals > Online Servicing NavTool
Banker Homepage > Sales and Ops > Digital Demos
What is our purpose at Chase?
Making dreams possible for everyone, everywhere, every day.
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