Monday review time

1234567891011121314151617181920212223242526272829303132333435
Across
  1. 6. If this is present on the customer profile HRT is not required
  2. 8. Where do we go in KB (what is the title) to see what we can do for minor owners?
  3. 12. If HRT cannot be performed by you because they are calling from a number not on file but they are out of footprint what verification tool can be used?
  4. 13. What code would show up on a debit card if the daily card limit is exceeded?
  5. 15. The customer must be ........ before we can assist them
  6. 16. On the customer profile there is a envelope with an X on it. What is this?
  7. 18. What do we click on after clicking on the account to order a new card in ACE?
  8. 19. Using KB #12256 what do we do? Where do we send the customer if they want to send their card to a one time international address?
  9. 22. Using KB #12256 what maintenance do we do if the card has been exposed or is out of customers possession?
  10. 26. According to SLA guide what is the processing time for an expedited delivery for a debit card? (How it says in SLA guide exactly)
  11. 29. According to KB #12076 in "How it works", who can we NOT perform HRT for?
  12. 30. What is the phone number to Business banking?
  13. 32. What is the phone number for the Disputes department?
  14. 33. Before we activate a card we must first get what info about the card from the customer?
  15. 34. Our customers can do Zelle but if they don't have Zelle registered and they need to send money to Chase what would they do instead?
  16. 35. "I need a new card but I want the same card number, can you help me?" What is the maintenance called that we would do?
Down
  1. 1. Using KB#22240 what type of delivery is used for one time address in ordering a debit card?
  2. 2. Using KB #16900 as of 10/21/2025 who can order new debit cards?
  3. 3. What service for overdraft do we offer where the checking account would be covered by another account if it is over drafted?
  4. 4. According to KB #13706 what must we add each time when we perform debit card maintenance for a joint account holder?
  5. 5. If a customer calls in red, then fails the zip code and phone number what is the name of the questions we would ask them?
  6. 7. What company does the bank use for ordering checks?
  7. 9. According to SLA guide what is the processing time for statement copies that are from 2021? (How it says in SLA guide exactly)
  8. 10. "My mom passed away and I need help in what to do next regarding her 5/3 accounts, can you help me?" What is the "Content Title" (exactly as it appears) that is in Contact guide where we would send her?
  9. 11. If a customer needs someone who speaks French and you need an interpreter, what is the service we use? What do you look up in contact guide?
  10. 14. If a customer wants to have online access but we cannot OTP them, where do they go?
  11. 17. Using KB #17207 what network does 5/3 use for debit cards?
  12. 20. "I need to raise my debit card limit to use at Lowes, can you help me?" What do we need to do before completing the maintenance?
  13. 21. "I need the email and fax to send my POA paperwork to, can you help me?" Where do we find this?
  14. 23. Before a customer uses Zelle, they must ........ for Zelle before they can send or receive funds using Zelle. Use KB #26365
  15. 24. What is the retention line phone number?
  16. 25. What two people (either/or) do you reach out to if an unverified caller asks for a supervisor?
  17. 27. What is the new accounts number for deposits (without the extension)?
  18. 28. What service do we provide to allow payments and purchases to be made when the available balance is not enough to pay them?
  19. 31. What debit card block can be removed with HRT?