Teller Express
What is the fee for counter checks, cashiers checks, and money orders?
$3/counter checks $10/Cashiers check $5/Money Orders
Maintain an average beginning day balance of $35,000 or more in any combination of linked business savings (excluding Client Funds Savings accounts), business CDs and other Chase Performance Business Checking accounts
In order to get credit for ChaseMyhome you must do what?
Affordability Calculator or Rate purchase
Pamela wants to open an account. She is a permanent resident. She has her State ID and a paystub.
AAO
Name the five values
Heart, curiosity, courage, excellence, and service
If a non client wants to deposit into someone's personal account, what are their options?
Cash advance, check, money order
Quick accept is available for which Business accounts?
Complete checking
To set up LTG, what must you click in the app to get to it?
Plan & Track
John is a US citizen. He recently lost his wallet and only has his US passport.
CA
Finish the sentence: Make dreams possible for....
everyone, everywhere, every day
In order to redeem savings bonds, a client must have an active account for how long?
1 year.
Business Ink Unlimited has an offer to earn $750 after you do what?
after you spend $6,000 on purchases in the first 3 months after account opening
Quick deposit limits are automatically going to increase if
the client is using it regularly
A MESSAGE WHEN TRYING TO OPEN AN ACCOUNT THROUGHAAO STATING THAT“WE CAN’T SAFELY OPEN AN ACCOUNT FOR THIS CUSTOMER. PLEASE DO NOT ATTEMPT TO OPEN AN ACCOUNT USING ANY OTHER PLATFORM. THIS DECISION IS FINAL AND APPLIES TO ALL CHASE BRANCHES AND DIGITAL ACCOUNT OPENING.” WHAT SHOULD I DO?
DO NOT open an account for this customer in Customer Assist. The SSN provided has been flagged for suspected fraud. This information is not to be shared with the client. Kindly tell the client that “Unfortunately, we are unable to open an account for you at this time.” This decision applies to any Chase branch and online account opening process. Likely, the client is aware of their current standing. Note: There is NOT a letter you can provide to the client NOR will a letter be sent.
Employees can access _ free therapy sessions and _ life coach sessions through our wellness resource Spring Health.
8 | 6
Cash advance fee for non clients is
$10
The chase business reserve has an offer right now to earn ___ pts when you spend ___ amount in 6 months.
Earn 200,000 bonus points after you spend $30,000 on purchases in your first 6 months from account opening.
What are the fees for a domestic wire in branch versus on the app?
$35 in branch | $25 in app
WHAT TYPE OF ACCOUNTS ARE ELIGIBLE TO USE CARD AAO?
Checking, savings, CDs & CC for existing clients
What's the acronym: Available to join at anytime, each has a different focus, provides networking and collaboration for employees and volunteer opportunities as well
BRGs (Business Resource Groups)
If OTP or in App authentication prompt, the employee must......
View the notification before proceeding
A customer can qualify to be BRM managed if....
They can keep 100k on deposit or have an annual revenue of 1mil+
Credit journey, LTG, ChaseMyHome, AutoSave, Direct Deposit
Angela only speaks spanish and wants to open an account. She will need to use the translation services available. She brought her US drivers license, a bank statement and her Mexican Passport.
CA
On the culture board, you can find information around what four topics (pillars)?
employee wellness, employee development, employee engagement and community inclusion.