Handling Broken or Deleted Profiles
What steps should be taken if a profile is broken or deleted during a swap?
article 30184
Broken Profile: See Fix broken profile
Deleted Profile: Follow process below to locate Profile ID and attempt to complete swap
F OCUS
O N
O UR
T EAM
what 3 things do you need for a camp fire
heat fuel and oxygen
The sky appears blue due to a phenomenon called Rayleigh scattering
What is supermans weakness
KRYPTONITE
how long is the first lord of the rings movie
178 minutes long
. Incorrectly Swapped Profiles
What should be done if a profile is swapped incorrectly with an unrelated customer?
Unrelated Customer: See Help customer who sees account on Chase Online that doesn't belong to them section in Fraud and identity theft, Article no. 29984
Who can make the best customer experience better
How many fast and the furious movies are there
10
How old is morgan freeman
87 years young
Specialist Roles and Responsibilities
What are the roles of BOTS, Retail Escalations, and Business Platinum in processing link/removal maintenance?
a. Article no. 30166
b. Article no. 30611
How does swapping profiles differ from combining and linking accounts?
Swapping – exchanging payees
Combining and linking accounts – consolidating all accounts in one profile
General Policies and Procedures
What is the CORRECT way to refer to the Chase website when speaking to customers?
a. refer to branch
b. refer to Chase website as chase.com, Chase Personal Online or Chase Business Online
c. refer a friend
How much is a big mac at mcdonalds
prices may vary between locations
How many books are in the harry potter series
7
brown
because 7 8 9
Is there I in team
True Or False?
What manual maintenance must be performed for customers with more than 99 accounts on one CIS ID (ECI)?
Customer's view is limited to 99 accounts on one CIS ID (ECI); Business customers may have complex needs where more than 99 accounts must be viewable; Manual maintenance must be performed to view more than 99 accounts online>
TRUE
how many seasons are there
4
True Or False?
What are the eligibility requirements for linking personal accounts to business accounts (Gemini linkage)?
Customer must be signer on accounts they want to add to main profile
Signer name, date of birth (DOB) and Social Security number (SSN) or Individual Taxpayer Identification Number (ITIN) must match on both surviving and non-surviving profiles
TRUE or FALES
In Moving or swapping profile and payees between different customers, so we need to do HR verification?
True
Who directed the movie pulp fiction
quinten terantino
who is the best BOTS trainer out there
shanda
Who directed creed, black panther, and the upcomming movie sinners
RYAN COOGLER