Checking Accounts
Which account offers additional benefits for active and reserve members of the military who have their military base pay direct deposit with Chase?
Chase Premier Plus Checking
What is the overdraft fee amount?
$34
What product would you recommend to a client that wants an automatic way to build their Chase savings?
Autosave
What is the grace period to perform any actions on a CD?
10 days
How many Performance Levels are?
Six (3 for New Builds)
What product is a great solution for clients who want a simple checking account that requires no minimum deposit to get started, provides access to direct deposits up to two days earlier, low monthly fee and no overdraft?
Chase Secure Banking
What are the three type of accounts that are NOT eligible for overdraft service?
First Banking,High School Checking ,Secure Banking
How much does Credit Journey cost?
$0
What is the minimum deposit amount to open a CD?
$1,000
Direct Deposit Activations
Autosave Enrollments
Credit Journey Enrollments
Chase My Home Activations
Financial Health & Innovation
What product owned by the parent/guardian and comes with a debit card for their child, teaches kids the money foundations of spend, save, and earn?
Chase First Banking
What is the cut off time to avoid the overdraft fee?
11pm ET
Using card payments from the app instead of a physical card carried with you?
Digital Wallet
What savings product is best suited with clients with minimum of $300+ balance at beginning of each day or $25+ in total autosave?
Chase Savings
How much does OSAT weigh?
15%
In order to avoid monthly fee this account must have a electronic deposit of $500 or more, or balance at the beginning of each day of $1,500 or more, or average beginning day balance of $5,000 or more in combine qualifying linked deposit and or investment accounts
Chase Total Checking
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 can you set up to track account activity such as balances, large transactions, etc;
Account Alerts
How can a client earn a relationship interest rate on a CD?
Linked to a Chase personal checking account
How much does calls/meeting guidance weigh?
5%
How can the monthly service fee be avoided on a Chase Private Client account?
(Two ways)
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 tool provides non-wealth management customers with information and tools for investing and budgeting with JPMC?
Wealth Plan Goal
What are three benefits that 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
How many categories are on the scorecard?
5