Banker Homepage
How do you access Banker Homepage?
Intranet -> Quick Links
What is Connect Us used for; is it for internal or external use?
Authenticating internal associates of Chase when they call us, or we call them about customer information.
How do you filter only Virtual Branch articles in Chase Answers?
Branch & Consumer Banker > Consumer Banking>Virtual Branch
How do you access the Yellow Pages? What do you use them for?
Next to Phonebook; Look for internal department phone numbers.
What system will you use to view digital products the customer currently uses?
Client Central
What is the title of the first "Pinned" article in Banker Homepage news?
Go to Banker Homepage
Where do you access Connect Us?
Top left corner of Banker Homepage.
Virtual Banking Capabilities, Customer Complaints, Telephone Consumer Protection Act (TCPA), Customer Authentication
Article 88786; 88368; 88220; 88586
A client has their 1st mortgage with us, and they have questions about their escrow account; what is the name and phone number of the department they need to call? What is the internal phone number?
Mortgage Banking - First Mortgage Customer Service: 800.848.9136
What is Digital Wallet?
A secure way to store and use credit/debit card payments on a mobile device without carrying the physical card(s).
What are the four sections under "Sales and Ops" on Banker Homepage?
Client Central; Customer Assist; EIV; Solutions Explorer
What is the Connect Us Chase Answers article number?
#32329
Virtual Meetings, Operator Relay calls, Abuse of Elder or Vulnerable Person, Banker Support Line
Article #101902; #89153; #32571; #104342
How do you access the Branch Locator? 50pt bonus- what is the other way to locate branches?
Next to Yellow Pages; chase.com
What are Digital Demos? Exhibit how you can use them to add value in your call.
Step-by-step demonstrations to learn how to complete simple service tasks on Chase Mobile and chase.com.
What resources can be accessed through the Performance Info > "Performance" link?
Relationship Management Cycle (RMC); Digital Demos; etc.
What is E-Coupon? Include the Chase Answers article number.
Bonus reward offers available to business and consumer clients. (article #93252).
Inbound call Process; Chase Email
Article #97033; #89822
Use the branch locator to find the Avery Road branch in Dublin, OH. How many Private Client Bankers are on staff? What are the hours of operation?
# of PCBs; hours of operation
If someone wants to build, monitor, and receive education about their credit, what product could you discuss?
Credit Journey
What is the Help & Feedback tool used for?
Send feedback; Ask Alyx; Access myTechub
Referring to a One Chase Partner
Article #88367
If a client expresses frustration with keeping track of their spending and bill, what product could you discuss?
Chase Mobile> Plan & Track> More financial tools> Budget