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Category: Fee Waiver

Fees and Fee Waiver Business Rules

July 5, 2023
July 6, 2023
Business Rules, Complaints, Customer Experience, Fee Waiver, Standard Operating Procedures
account charge, approve fee, charge fee, debit card charge, debit card fee, expediate debit card, expediate fee, fee, fee schedule, Fee Waiver, fee waiver sop, research fee, shipping fee, waive fee, who can waive

Schedule of Fees

September 27, 2022
April 19, 2023
Complaints, Customer Experience, Fee Waiver, Standard Operating Procedures
Dispute a fee, fee schedule, Fee Waiver, fee waiver request, Fees, Fees and Charges, foreign transaction fee, monthly maintenance fees, schedule, Schedule of Fees, waive fee

Can the fee for expediting a debit card be waived?

September 27, 2022
September 28, 2022
Complaints, Customer Experience, Debit/ATM Cards, Fee Waiver, Standard Operating Procedures
Debit Card, expediting, fee, waive fee

Can the fee for extensive activity research be waived?

September 27, 2022
September 27, 2022
Account Maintenance, Complaints, Customer Experience, Fee Waiver, Standard Operating Procedures
DBO, decision, extensive activity research, fee, light research, waived

Fee Waiver Rules

September 27, 2022
April 19, 2023
Complaints, Customer Experience, Fee Waiver, Standard Operating Procedures
CX Team, fee, management, waive

Who has the ability to waive fees for the Fee Waiver request?

September 23, 2022
September 26, 2022
Account Maintenance, Complaints, Customer Experience, Fee Waiver, Standard Operating Procedures
DBO, Fee Waiver, fee waiver request, Fees, Supervisor, SVP, VP, waive fees

How does the Customer Success (CX) team receive Fee Waiver requests?

September 23, 2022
September 26, 2022
Account Maintenance, CDs, Complaints, Customer Experience, Fee Waiver, IRAs, MaxMyInterest, Money Market, Standard Operating Procedures, Web Admin
CX Team, email, Fee Waiver, OLB, Online Banking Portal, phone, ustomer Success, Web Admin

How do the CX Team track and document the client’s fee waiver request?

September 23, 2022
September 26, 2022
Account Maintenance, CDs, Complaints, Customer Experience, Fee Waiver, Hubspot, IRAs, MaxMyInterest, Money Market, Standard Operating Procedures
CX Team, document, fee, fee waiver request, fee wavier, hubspot, Request, track, wavier

What services will acquire a fee upon the client’s request?

September 23, 2022
September 27, 2022
CDs, Complaints, Customer Experience, Fee Waiver, IRAs, MaxMyInterest, Money Market, Standard Operating Procedures
Account Reconciliation, Account Research, Dormant Account, Expedited Debit Card, fee, Garnishments, Legal Levies, services, Stop Payment, Wire Transfer Outgoing Domestic, Wire Transfer Outgoing Foreign
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