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Category: MaxMyInterest

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

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

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

What are the monthly maintenance fees for all accounts?

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

Can customer reapply for a declined application?

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

What is Max My Interest?

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

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

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

How to look up a clients application on Mantl?

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

When Will My ATM Card Arrive?

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