Operations
Scorecard Category
Products
Anything Goes
Innovation
100

2nd Thursday of Each Month

What is the NCCA Region Monthly Controls Call

100

There are 6

What are Performance Levels

100

What is the new college checking account

What is Secure Checking

100

“Build Tomorrow Today"

What is 2nd Quarter Campaign

100

Periodically 

When you get a deposit/on a schedule

Minimum $25.00


What is Chase Autosave

200

Check daily for possible errors

What is Branch Dashboard

200

Direct Deposit Activations Ratio

Autosave Enrollments Ratio

Credit Journey  Enrollments

Chase My Home Activations

What is the Financial Health & Innovation Category

200

No Chase fees on:

  • ATMs across the globe, including:
    • Non-Chase ATM transactions. Surcharge Fees from the ATM owner/network still apply.
  • Debit card Foreign Exchange Rate Adjustment
  • Non-ATM Cash transactions
  • Money order and cashier's check

What is Chase Premier Checking

200

Competed in the Western States Endurance Run

Currently a Top-Tier MD

Loves spicy food

Allergic to Peanuts

Who is Lucus

200

Apple Pay

Google Pay

Samsung Wallet



What is Digital Wallet

300

Changes must be completed same day step by step

Needs to be completed by the 25th of the 2nd month of every quarter 

Verified on branch dashboard

What is Key Combo Affirmation

300

How much does OSAT weigh 

What is 15%

300

Exclusively for Chase checking customers, a bank account owned by the parent/guardian and comes with a personalized debit card for their child.

What is Chase First Banking

300

Take your time

Be thorough - Understand 

Don't rush 

5 days earlier preferred


What is Training

300

Free

Chase /Bank of America/Capital One/Wells Fargo/First Bank/U.S. Bank

Chase Online or Chase Mobile


What is Zelle

400

Checked Daily 

20% higher or lower ok

recommended to follow exactly 


What is My Cash Manager

400

How much does calls/meeting guidance weigh

What is 5%

400

If this would be your first credit card, you can increase your chances of getting approved by having an available balance of at least $250 in any Chase checking or savings account, or a combined balance of $250 across those accounts.



What is Chase Freedom Rise

400

Updates /Highlights 

Training to help 

Visual / Expressive

Fun

What Are Field Flix Videos

400

Refinance Rate

Purchase Rate

Start your application now

What is Chase My Home

500

Branch Dashboard 

ICSC

Hot Topics

updates / review

Every Week  

What are Weekly Meetings (Weekly Operational Leadership Meeting) 

500

How many categories are on the scorecard

What is 5

500

Accounts must be linked to a qualifying checking account that has a common owner in order to earn a relationship rate.

What is a CD

500

In Q1, California were the pilot branches

What is Hospitality Host

500

Credit score for free 

1 million insurance for identity theft

Enroll chase.com or Chase Mobile

What is Credit Journey