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Category: MaxMyInterest

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

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

How does the CX Team track and document the client’s transaction dispute request?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Debit/ATM Cards, Money Market, Account Maintenance, Hubspot, MaxMyInterest, Disputes
Request, dispute, transaction dispute, document, track, CX Team, transaction dispute request

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

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

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

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

What are the monthly maintenance fees for all accounts?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Account Maintenance, IRAs, MaxMyInterest
Fees, Accounts, monthly, monthly maintenance fees

Can customer reapply for a declined application?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, MaxMyInterest, New Applicant
declined application, chexsystems, re apply, freeze

What is Max My Interest?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, MaxMyInterest
rates, max my interest, rate shopping

What are the different status’s for a customers application on Mantl?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Mantl, MaxMyInterest
manlt, applications, account booked, kyc pending, incomplete application, kyc rejected

How to look up a clients application on Mantl?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Mantl, MaxMyInterest, CST Customer Service Tool
Status, mantl, max my interest, quontic bank, applications

When Will My ATM Card Arrive?

September 13, 2022
September 14, 2022
Customer Experience, Standard Operating Procedures, Debit/ATM Cards, Money Market, MaxMyInterest
ATM Card, Savings ATM, ATM, ATM Arrival
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