chase

chase

Professional Development

17 Qs

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Assessment

Quiz

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Professional Development

Medium

Created by

Amanda Reyes

Used 5+ times

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17 questions

Show all answers

1.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

Which one of these is not an option under the autosave feature?

On a schedule

Quarterly

Daily

When I get a deposit

2.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

In order to open a Chase Private Client savings account, client will be required to have a Chase Private Client Checking account

True

False

3.

OPEN ENDED QUESTION

1 min • 1 pt

For full points, list AT LEAST 6 BRG's

Evaluate responses using AI:

OFF

Answer explanation

Access Ability

Adelante

Aspire

Bold

Nextgen

Pride

Sage

Vets

Women on the Move

WFN (working families network)

4.

OPEN ENDED QUESTION

1 min • 1 pt

List the Relationship Management Cycle

Evaluate responses using AI:

OFF

Answer explanation

Engage clients

Discover Needs

Tailed advice and solutions

Manage opportunities

5.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

First Time Homebuyers are the only clients to qualify for Chase Homebuyer Grant?

True

False

6.

FILL IN THE BLANK QUESTION

30 sec • 1 pt

Which Credit Card offers this feature:

Opening a Chase checking account and bringing your account balance to at least $250 within 48 hours from time of application

7.

MULTIPLE CHOICE QUESTION

30 sec • 1 pt

What is the name of the new 3rd Quarter Campaign?

Wealth of opportunity

Bring your plan to life

What are you planning for?

Build Your Plan

Create a free account and access millions of resources

Create resources

Host any resource

Get auto-graded reports

Google

Continue with Google

Email

Continue with Email

Classlink

Continue with Classlink

Clever

Continue with Clever

or continue with

Microsoft

Microsoft

Apple

Apple

Others

Others

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