Cash Controls
When you’re outside w a client, your partner is…
Standing inside the branch watching for any security threats and letting you back into branch.
CPC is short for...
Chase Private Client
This account is best suited for...
Business owners who carry a balance of over $100K
The child gets this product when their parent opens this account.
Debit card with their name on it
Clients can avoid the service fee by maintaining ______ in all bus dep accts.
>$35K in any combination of linked bus perf checking, business savings, bus CDs
Bankers must ask to see THIS on the clients’ phone during maintenance, wires, acct openings, transactions, etc.
OPT on their cell phone
These two employees are usually present during a CPC Meeting.
PCB and PCA
This is the monthly service fee.
$95
This product was DESIGNED for children in this age range.
6-12
The monthly service fee will increase to this amount on 1/1/26.
$40
Identify two TRENDING infos we need to verify while performing a wire for a client.
Phone # and Email address
Name one type of client who might benefit from a CPC account.
Any client who has >$150K or over with us, any client who has a Platinum Bus Checking acct, any client who is willing to bring >$150K
A client can put through this many transactions a month w/o a fee.
500
This account can be OPENED for kids in this age range.
6-17
A client can put through this many transactions without a fee.
250
Name of the disclosure that needs to be displayed prominently on every client facing desk.
All-In-One or FDIC and SIPC
These are two ways a client avoids the $35 monthly service fee.
>$150K on deposit w us in all FDIC and SIPC Side, Platinum Bus Checking Acct
Client receives this personal checking account w/o a fee w Chase’s Platinum Bus Checking account.
CPC
The parents can ____ into and out of this account.
Transfer
This is the fee for going over the allotted transaction numbers.
$.40 per transactions
These are the denomination you need to count during a fine count vault audit.
100s, 50s, 20s, 10s
These 5 accounts count towards the balance requirement for a CPC account.
Checkings, savings, MMA, CDs, Investments.
These two transactions do not count towards their transaction numbers.
Incoming Wires and Incoming Electronic Deposits
The account needs to be closed when the child reaches this age.
25
True or false - You can have more than one Performance checking account.
True