5 Ways to WOW
Instead of telling a client what we CANNOT do, provide them with options of what we CAN
Positive Language
Earn 100,000 points after you spend $5,000 on purchases in the first 3 months from account opening
Chase Sapphire Preferred
Customer must be WHAT before transactions are processed or customer information is provided
Authenticated
When providing CD term option, per Chase Answers ID-124913 "When discussing, WHAT and WHAT must be quoted together
APY and interest rate
What quantifies a meeting?
A meaningful interaction where we discover a need and tailor a solution and/or time consuming tasks which require complex review/escalation such as fraud
Introducing yourself to the client and sharing a bit of what we do in VB
Value Statement
Earn a $200 bonus after you spend $500 on purchases in the first 3 months from account opening
Chase Freedom Unlimited
Customers must not have an unpaid charge off over
$50
When renegotiated CD over $10,000, please state WHAT. Refer to ID-124913 / Rate Sheet.
the correct minimum deposit based on the applicable bracket.
What percentage does products carry in overall scorecard weight?
30%
Knowing all of the perks and benefits that come with a Chase Private Client account better equips me to suggest the conversion
Product Knowledge
5% Cash back in quarterly bonus categories
Chase Freedom Flex
We’re unable to open an account on AAO in the following situations: (3)
Customer has any of the following:
-A foreign, Military or PO box address
-Citizenship in a OFAC-sanctioned country (see Office of Foreign Assets Control (OFAC)
-Limited English Proficiency and / or require a language interpreter
When asking aided recall questions, please follow verbiage on screen, especially with.....
the false aided recall question "none of the above" this option is not to be prompted.
A genuine way to systematically recognize peers, leaders and trainers for exercising our core values.
Values/eCards
A client has fallen on hard times and struggling to pay their credit card
$300 annual flexible travel credit
Chase Sapphire Reserve
Customer must: (5)
-Have an existing checking or savings account; customer does not qualify for AAO if existing account is Chase Secure Banking
-Be a U.S. citizen / U.S. permanent resident (Green Card holder) or have a Form W-9
-Has a valid Social Security Number
-Have an electronic device that can receive a text / email
-Be willing and able (see ADA accommodations) to use their device to review the application and accept agreements and disclosures
If premier plus checking account is converted to a total checking account to avoid the MSF, we must also...
Check if the premier plus savings account will also need converted
What are the four steps of the RMC
Engage Clients
Discover Needs
Tailor Advise and Solutions
Manage Opportunities
What are the 5 Ways to WOW
Value Statement
Empathy
Active Listening
Positive Language
Product Knowledge
Earn 60,000 bonus miles after you spend $3,000 on purchases in the first 3 months your account is open
United Explorer Card
Before performing an AAO we must...... and upon completing an AAO we must......
Request a VBM assistance/review.....and email account details to VBM for sharepoint tracking
A customer states that every time they've had an issue with Chase they never get any follow up, what should we do
File a complaint
What is our current queue strategy?
5 Portfolio priority
5 Branch priority
8 CD
8 HC
8 MSF
BONUS: 3 portfolio to help maintain portfolio penetration