General Servicing
Mr. Potter calls in very upset, because he noticed an overdraft fee on his account. He is requesting for it to be waived. When accessing the account, there is a "Stop Do No Trans" from 1999. Are we still able to assist since the alert is so old?
What is ,We will not provide any account information, and will connect the customer to the appropriate number and extension.
Authentication | Article no. 31056
The customer has exceeded the amount of attempts with the PIN and it is now locked. How many times are we able to unlock a PIN?
what is Once per calendar day.
PIN | Article no. 30314
Mary Jones & Larry Jones share a checking account, Mary calls in about her husband’s online account and needs a password reset code, can we assist her?
What is No, even if Mary is a signer I cannot assist with her husband’s online account unless I have his verbal permission.
El cliente esta llamando por que envio la forma
SSA-89 & W9 hace 30 dias y no ha recibido carta de confirmacion.
Que es Fraud Hotline 1-877-382-8854
ART 30117
El cliente esta llamando para reportar que su papa murio. El cliente vive en Mexico.
Que es completar AWR
ART 29974
If a customer is requesting their checking account/debit access to be removed from the automated system, what chase answers page do we access for the steps?
What is Service Channel Maintenance
Article no. 30059
Mr. Weasley would like a new card with a new Disney design. However, he is concerned with having to change his pin, card number, and if his current card will still be accessible.
What is the current pin will be the same, current card will continue working until the new card has arrived.
Sending card details | Article no. 30447 - Change card type / change card design
Where on the mobile app can a customer see if they they have reached 6 withdraw/transfers per statement period
What is Select the savings account and click the blue “see details”
Customer is calling because he made a deposit on his checking account and is not on his available balance , active hold / funds available 10/05/2021.
What is fraud/hold
Para activar una cuenta inactiva
Que es IVR at 1-877-796-1748
ART 30039
BONO***BONO***BONO***
Que tiempo tarda una cuenta en reactivarse despues de solicitarlo por el sistema automatico de cuentas inactivas
Customer wants to verify a cashiers check
What is Connect to Escalations
ART 30043
El cliente esta llamando para cambiar el tipo de tarjeta de debito para una con personajes de Disney.
Que es, atm/mantenimiento de tarjeta de debito, despues cambio de tipo de tarjeta .
ART 29940
BONO*****BONO*****BONO*****
CIERTO o FALSO
El nuemero de tarjeta no cambia si solo cambiamos el diseno de la tarjeta.
El cliente esta llamando por que lo recuerda su contrasena en linea y quiere cambiarla .
Que es Mantenimiento de perfil en linea
ART 87201
Customer is calling to request a copy of statement every month , customer is signed up for paperless statements
What is Statement maintenance
Customer is calling because his name is missing from statement on a joint account
What is Review and confirm joint name on CA and signature card in Enterprise Image Viewer
Complete AWR
ART 29908
El cliente esta llamando para que le reembolsen los cargos de sobregiro .
Que es Transacciones monetarias, luego reembolso de cargo .
BONO****BONO****BONO****
CIERTO o FALSO
Podemos reembolsar cualquier cargo por servicios debido a COVID, no importa la fecha .
El cliente esta llamando para cambiar el numero secreto de su tarjeta de debito.
Que es ATM/mantenimiento de tarjeta de debito, luego Mantenimiento de numero secreto
ART 30314
El cliente esta llamando porque envio 500 a su hija usando Zelle y no los ha recibido.
Que es MMCSR
ART 24432
BONO***BONO***BONO***
CIERTO o FALSO
Las transferencias o pagos con Zelle no estan incluidas en la proteccion de compras que ofrece chase >
Ms. Smyth has a late fee on her Chase Freedom credit card. She is requesting for the fee to be waived. The correct process for specialists in retail to take is...
What is review Momentary Transactions to view the credit card fees and attempt to waive as courtesy/goodwill
Credit card fee refund | Article no. 30235
Customer is requesting chase address and swift code for international wire transfers
What is CHASUS33
383 Madison Avenue
New York, NY 10017
ART 30073
El cliente esta llamando por que perdio una libreta completa de cheques.
Que es Paro de pago , luego anadir un paro de pago
ART 30111
BONO***BONO***BONO***
CIERTO o FALSO
Podemos parar cualquier cheque en la cuenta , aunque este en estado pendiente.
A third party calls in to let Chase know they located a lost card. These are the correct steps to follow to take care of the found card...
What is...
Enter the account as third party
Close card through Debit Card Maintenance
Memo the account, and request caller to destroy card
Lost / stolen card | Article no. 30497
Where can i find the exchange rate for a wire transfer
What is MMCSR / Wire transfers / wire activity/ look up rate
NAV TOOL , ART 42052
El cliente hizo un deposito en la ATM de $4000 en efectivo y la cuenta solo refleja $400
Que es Reclamos
ART 30336
Form 1099-INT is generated for taxes on accounts. The minimum interest amount earned to generate this statement on an account is...
What is $10 or more
Servicing Forms 1042S/ 1098 / 1099 / 5498 / T5
| Article no. 29935