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Fees
Checking Accounts
Credit Cards
Misc
Controls
100

The fee to rush a debit card order for a customer.


What is a $5 fee?

We do not offer it as a first option, it is a courtesy when a customer can not wait. Would have to submit the request before actually ordering the card. Cannot be done after the card is already ordered.

100

Get direct deposit up to 2 days early with this account.

What is Secure Banking? 
100

This card has longest 0% APR intro.

What is Chase Slate Edge?

100
What is the minimum amount that is required to open a CD?

$1,000

100

When should night dropped be pulled?

Every morning of Monday-Friday, before the branch opens for business. 8:50

* The contents must be pulled by opening, not processed.

200

The check cashing fee for non-customers.

What is a fee of $0 for checks up to $50 and $10 for checks $50 or more?

200

These checking accounts offer fee free ATM withdrawals worldwide.

What is CPC and Sapphire Banking?

200

Where can customers go to see and redeem the points that they have earned on their credit card purchases.

Chase Ultimate Rewards in their mobile app or Chase.com

200

What is the non-customer check-cashing limit?

$2,500 for checks, $1,000,000 for Cashiers Checks; limit can't be changed

Limit is per check, not per transaction

Can be viewed when clicking on account number in CA

Limit is determined by Chase and can be shared with check presenter/non-customer

200

What method do you use when determining negotiability on the check and what are you checking for when going through this method?

Z Method

Checking for date, amount, check number, makers signature, payee, drawee bank, MICR line, endorsement.

300

The fee to send a domestic wire online. 


*International Wire Fee - Online

What is a fee of $25?


*International Wire - $40 online

300

These are the overdraft options that Chase offers to its clients. 

What is Standard Overdraft Practice, Overdraft Protection, and Debit Card Coverage?

300

The amount of time the 5% cash back bonus categories for the Chase Freedom Flex card change.

What is Quarterly?

300

Name the 5 Discover Needs questions

1. Do you live or work nearby?… Where do you work?… What do you do there? … How long have you been there?... OR Where do you go to school?... 

2. How do you typically make deposits?...What about purchases?... And how do you make payments?... 

3. What types of accounts do you have now? 

4. What are the balances you plan to keep? 

5.  What is most important to you financially?... 

300

What are the 3 topics that we can be "shopped" on during our mystery shop visit?

Overdraft Services

Credit Card

Checking and Savings

400

How much is the fee for a counter check, money order, and a cashiers check?

Cashiers Check - $10

Money Order - $5

Counter Check - $3

400

These are the required ages for the youth & student checking accounts: Chase First Banking, Chase College Checking, & Chase High School Checking

Chase First Banking - 6-17 years old

Chase College Checking - 17-24 years old

Chase High School Checking - 13-17 years old

400

These credit cards have annual fees. 

* How much are those fees?

What is Chase Sapphire Preferred and Chase Sapphire Reserve?


*Fees - Preferred - $95

Reserve - $550 ($75 per authorized user)


400

Having a checking account and depositing $250 increases your approval odds for this Chase credit card. 

What is Freedom Rise? 

400

Name 3 transactions that you CANNOT do for a customer over the phone.

  • Account status change (i.e. reopen / change status on an inactive, dormant, closed or pending closed account)
  • ATM / debit card PIN change where banker enters PIN for customer
  • CD / IRA renegotiation
  • CPC Wire Transfer Service Authorization form
  • Debit card issuance (new card)
  • Demographic change to date of birth or Tax ID
  • Direct deposit set up
  • IRA distribution
  • Name change
  • New account opening
  • New stop payment on cashier's check
  • Owner / signer change
  • Out-of-profile funds transfer
  • Safe Deposit Box Content Reclamation Request
  • Wire transfer
500

What is a Legal Processing Fee and when is it applied? How much is it?

up to $100 per order;  Processing of any garnishment, tax levy, or other court or administrative order against your accounts, whether or not the funds are actually paid 

500

This amount of ownership requires all parties to be present to open a Chase business account.

What is 10%?

500

5 personal credit cards that Chase services but we do not offer in-branch.

What is Southwest Rapid Rewards Priority/Plus/Premier

Prime Visa

Amazon Visa

Aeroplan

Marriot Bonvoy Bountiful/Bold/Boundless

IHG

Disney Visa/Premier

British Airways

Hyatt

DoorDash Visa

Instacart visa

Iberia?


500

From 1960 - 1976, each side of the Chase octagon logo were 4 different colors. Each side of the octagon was a different color.  What were the 4 colors that represented each side?

Blue

Brown

Green

Black

(no significance in the color palette)

500

What resource do we have to help us determine negotiability of foreign currency when conducting foreign currency ordering

Foreign Currency Lookup Tool