Safety and Security
A coworker just told you they emailed client information to the wrong customer. What should you do?
Complete and file Privacy Incident report
What is the Branch OSAT score QTD?
92.9%
Of the 3 newest team member, who worked for Flagstar before Chase.
Mauricio Placido
What is the client benefit when enrolled in credit Journey?
Identity Monitoring
1Mil Identity theft insurance
Credit Score
Score Stimulator
Alerts
Detailed Report
Who am I?
"Mamajita tan Bonita"
Don Daniel
After you have evacuated the branch, what steps should you take?
A.Go to the safe haven
B.Account for all employees
C.Wait for the authorities, Global Security and MD-Banking to give the OK to re-enter the branch
What is the meaning of Hospitality?
Welcoming Clients warmly and making them feel valued.
Best Credit Card Producer with 111 Activate credit cards YTD.
Julio Salvador
None ☺
Scenario
It's 6pm, there is an Audit Warning on CR, what do you do?
Perform Audit, or wait until the next day, however it must be done before performing any transactions on the CR.
Someone attempts to rob you at the transaction window. What steps should you take if it is safe to do?
A. Comply with robber’s demands
B. If a note was given, push it aside
C. Activate hold -up button
What are our 5 Values?
Service
Heart
Curiosity
Courage
Excellence
Who am I?
-Love to collect shoes
-Favorite Movie is Titanic
-Loves Concerts
Kelvin Clemente ☺
What is the value for clients when they use Chase My Home?
Affordability Calculator
See Rates
See payments
See cash needed for closing
Two Days!!!
You are NOT a member of the opening team and arrive after opening employees entered the branch, but before the branch opens. What should you do if the signal is incorrect / not set?
Go to safe haven right away and call 911 and Global Security
What is the question, we should ask every client after we are done with their transaction?
Is there anything else I can help you today?
What are Dionisia Socorro's kids name?
-Shannely
-Lucas
-Aziel
-8x Points on Chase Travel
-4x Points Flights/Hotels
-$300 Annual Travel Credit
-Access to +1,300 Lounges
-$120 TSA/Global Entry
-IHG Rewards
-Travel Protection Benefits- Auto rental, emergency evacuation, trip cancellation, trip delay, baggage delay
-No Foreign Transaction Fees
-3x Points on Dining
-$250 Apple Tv, Apple Music
-$300 StubHub
-$120 Peloton
-$120 Lyft
-$420 DoorDash
Customer Scenario
U.S. Citizen comes in to open a new account, they have an existing profile with first and last name as government ID. The ID provided has First, Middle name, and two last names. What do you do?
Update government ID on CA, and scan ID's into EIV to comply with name update.
If an employee is ambushed while leaving the branch, what steps should you take?
A. Decide appropriate action to ensure employees’ safety
B. When safe to do so, call 911 and
Global Security. Use your emergency wallet
card, if needed
C. Inform your manager
What is the key to unlocking unresonable hospitality.
-Anticipating the needs of your customers
-Intentional listening
-Discovering their needs and learning what is important to them
-Creating thoughtful and memorable experiences
Who am I?
-Love Bad Bunny
-Does not like Beans and Onions
-Could not make a morning meeting to save their life.
Michelle Encarnacion
Name 3 additional benefits that client can get with the New Business Sapphire Reserve.
What KYC information is required when opening an account for consumer and business client?