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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
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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?