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Tag: fee waiver request

Schedule of Fees

September 27, 2022

April 19, 2023

Customer Experience, Standard Operating Procedures, Complaints, Fee Waiver

Fees, Fees and Charges, foreign transaction fee, Schedule of Fees, monthly maintenance fees, fee waiver request, Fee Waiver, fee schedule, schedule, waive fee, Dispute a fee

Who has the ability to waive fees for the Fee Waiver request?

September 23, 2022

September 26, 2022

Customer Experience, Standard Operating Procedures, Complaints, Account Maintenance, Fee Waiver

Fees, DBO, fee waiver request, Fee Waiver, waive fees, VP, Supervisor, SVP

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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