TE/ATMs
Buy/sells are initiated on TE, at the time of the transaction, for amounts over $_____between cashboxes and for all amounts with vault, ATM, or cash recycler.
2000.00
Platinum Checking has an monthly fee of ___ unless you maintain a ___ balance.
$95/$100K
Name the 3 employees that have worked at TJ MAX before
Jaziah, Tony & Alex
What are the five financial health metrics that impact scorecard?
Credit journey, LTG, ChaseMyHome, AutoSave, Direct Deposit
Report suspected / actual privacy incidents within how many hours of discovery
72
In order to redeem savings bonds, a client must have an active account for how long?
1 year.
With the Business Ink Unlimited, you can earn $___ bonus cash back after you spend ____ on purchases in the first 3 months after account opening
$750/$6000
Name the 3 employees that have worked at BOA before
Meju, Aida, Marc
The q3 campaign focuses on growth in which two categories?
Student/youth & Credit Card
If a change occurs to branch access for an employee, they must go into branch keys and combinations and accept by _____. (timing)
End of day
If REMOVING/ADDING cash the ATM, you must also check the ____ bin.
REJECT
The fee of the Business Complete Checking can be waived if you deposit ____ through Quick Accept transactions.
$2000
Name the 5 employees who have worked at Citizens
Nemo, Mags, Rami, Casey & Natasha
To set up LTG, what must you click in the app to get to it?
Plan & Track
Chase@chase.com can ONLY be used when...
an existing client no longer wants their email on file.
When settling the atm for Cash & Checks, which bins must be checked?
- currency cassettes - divert - reject -- cash deposit/overflow - check deposit - check divertCash Deposit/Overflow & Check deposit & both Divert
Performance Business Checking fee can be waived with a ___ beginning day balance.
$35,000
Name the 5 employees who left the country in June or July
Mags, Meju, Natasha, Rami, Aida
Our July Scorecard was what performance level?
Bonus 100 pts - what percentage range?
PL2!
105-106%
The 3 required disclosures must be printed and provided to the customer when performing a CD renegotiation are....
Rate sheet
CD Renewal (aka CD Renegotiation Receipt)
Additional Banking Services and Fees (ABSF) – English
How much is the new cash advance fee for non clients?
$10
The Business Ink Reserve currently has an offer to earn _____ bonus points after you spend ____ on purchases in your first 6 months from account opening
200,000/$30,000
There are 7 birthdays left in the year for Gold Star..... List them in order (dates not needed)
Jay Natasha Mags Ashley Lesly Meju Mira
What is the name of the q3 Campaign?
Chart Your Path
Invalid email, cash difference, PNF loss