Complaint – CX Responsibilities

May 10, 2023
May 30, 2023

Any member of the Digital Bank Operations (DBO) or Customer Success (CX) team in contact with a customer expressing a complaint is responsible for recording, acting upon, and communicating to the customer with a resolution on complaints received through the contact channels (i.e., phone, email, online banking, mail). A HubSpot ticket on the customer contact record captures the issue, progress, and resolution of a complaint.

The VP/CX is responsible for the following:

  • Complaint and Escalations oversight by ensuring the CX Team
    • Recognize when a contact is escalating
    • Capture and report complaints accurately
    • Understand the three (3) complaint tiers
    • Has Complaint Training quarterly
  • Analyze and report complaints monthly
  • Records in a Hubspot ticket and Complaint – Regulatory Pipeline the regulatory complaints received via the Bank’s Compliance Department
  • Investigates each regulatory complaint to determine the root cause
  • Attaches the chain of events in the Hubspot ticket
  • Provides solutions ongoing to avoid complaints