Digital
This tool on the Chase Mobile App allows you access your credit score, factors that affect your credit, and articles to improve your credit.
What is Credit Journey?
This youth/student account is recommended for kids that are 13-17 years old.
What is the Chase High School Checking account?
WELCOME TO CHASE!!! Greeting a customer and asking for the name is an example of this 5 Key quality?
What is "Always be Courteous and Professional?"
Get it while supplies last! This account is our most pouplar checking account.
What is the Chase Total Checking account?
This credit card is popular among students because you receive 1% cash back on every purchase.
What is the Chase Freedom Student?
Saving for a trip? Use this feature on the Chase Mobile App to make automatic transfers between your checking and savings account.
What is AutoSave?
Talk about parental controls! This youth/student account is strictly DAO. The parents can open and manage it online or through the Chase Mobile App.
What is the Chase First Banking account?
While helping a customer cash their check, you do this in order to build a lasting relationship with them.
What is get to know them?
Also acceptable:
Ask about their family, their goals, their plans for the weekend, their job.
Thank you for your service! The Monthly Service Fee for this account is waived when current or former military member present their military ID during account opening.
What is the Chase Premier Plus Checking account?
Want to get away? Use this card to maximize your rewards and cash back when you travel.
What is the Chase Sapphire Reserve/Preferred?
Quick Deposit is a convenient feature that allows you to deposit checks without leaving your home. Simply tap this icon on your Chase Mobile App.
What is "Pay & Transfer"/"the two lines + 3 dots" on the account tile.
No license required! Students opening an High School account are able to use this form of ID during account opening.
What is a school ID/birth certificate?
After opening an account with your client, you walk through the Chase Mobile App, and help them enroll in Credit Journey as well as download their Digital Wallet. You just displayed this 5 Key trait.
What is "Exceed Expectations?"
It pays to be in a relationship. Earn relationship rates when you link this savings account with a Chase Premier Plus or Sapphire Checking account.
What is the Chase Premier Savings account?
The Chase Freedom Flex card is is a great way maximize your cash back by offering this percentage back when you use your card for purchases in certain spending categories.
What is 5%?
Never leave home without it! Tap on this icon from the Chase Mobile App Accounts tab, so that you upload your card to your phone's digital wallet.
What is the account tile?
Members ONLY! Parents of High School accountholders must only a personal Chase account. This account however, is ineligible to be linked to the High School account.
What is the Chase Secure Checking account?
A customer enters the branch and complains about fraud on their account. After speaking with the claims department, you help close the debit card. After ordering the new card, you do this so you can own next steps?
What is set up a time to follow up when the card is received?
Also acceptable:
download digital wallet, follow up to ensure there is no more fraud, follow up on if funds were credited to the account...
It makes a difference how you spread it around. Chase Sapphire Checking accountholders who can spread $75,000+ balance across this many linked checking accounts?
What is nine?
Don't miss this deal! Receive this much cash back when you spend $500 in the first three months when you make purchases with your Chase Freedom cards.
What is $250?
No cash? No problem! Send money with Zelle through the Chase Mobile App, as long as it's less than this amount.
What is $2,000?
College is expensive! We make it easy for our Chase College Checking accountholders by waiving the Monthly Service Fee while the student is in school for up to five years, when there is an average end of day balance of $5,000, or when the account is enrolled in direct deposit for this amount?
What is ANY amount?
A customer makes a deposit, and a 7 day hold is placed on it. They complain that this is third time that their deposit has received a hold and the funds are needed for their rent which is due tomorrow. You say this in order to do the right thing.
What is empathize and provide options to resolve the issue?
Also acceptable:
Involve BM, invite to come to branch next day, register complaint,
Perks that add up! Chase Private Clients can enjoy a discount of 0.25% when applying for this?
What is an auto loan?
Enjoy 0% APR for this long on purchases and balance transfers when you are approved for a Chase Slate Edge card.
What is 18 months?