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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
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Hubspot ticket

What are CX team members’ responsibilities when receiving transaction dispute requests?
What are the procedures for an ACH dispute?
What are the procedures for a debit card dispute?