PRODUCTS
How many days after CD maturity do you have to renegotiate?
10 Days
You notice a coworker's pay stub is sitting out in the open, What do you do?
Shred it
Name the 3rd process of the RMC?
Tailor Advice & Solutions
Name all of the VBMs on site
Nancy, Yubi, Gina, Stephanie, Omna
What ages do you have to be to have the service fee waived on a Secure Banking account?
17-24 years old
Peer leaves their computer unlocked and unoccupied, what do you do?
Name the 6 ways to WOW
Value Statement
Positive Language
Active Listening
Empathy
Product Knowledge
Follow Up
Who won the 2025 SuperBowl ?
Settle Seahawks
How can a client avoid the monthly service fee on Chase Total Checking? NAME ALL THE WAYS
$500+ qualifying direct deposits
$1,500+ balance beginning of each day
$5,000+ average beginning day balance in the account or in combination with any linked qualifying personal deposit or qualifying investments
This should be disclosed during each call you make...
CMD
Which of the 5 ways to wow is this?
"An overdraft fee was applied to your account. Let’s review your options to help you avoid this in the future."
Positive Language
In the TV show "The Office", what is the name of the company that the characters work for?
Dunder Mufflin
What is the best CD Relationship Rate that Chase offers today 4-10-2026?
2 Months
3.50%APY or 3.44% Interest Rate
CD Disclosure should ONLY be read when we are renegotiating a CD. True or False?
False, CD Disclosure should be read any time a client ask about our CD rates.
I give you practice to use your own voice to engage conversation. What am I?
AI COACH
How many BRGS does Chase have?
14
What credit card is designed for a client who would use their card for everyday spending, wants to earn rewards, and doesn’t want to pay an annual fee?
Chase Freedom Unlimited
Third Party Disclosure #88586
What is the importance of the value statement? A person from your team has to Roleplay their value statement.
Tells the client who we are, what we can do, and how we can help them!
France