Control Panel
Documentation
Log Out
Log In
Customer Experience
Product
Standard Operating Procedures
New Applicant
SOPs - SVP Approved
Call Transfer Guide
Document Requests
Special Request
Statements
Tax Forms
Mortgage
General Mortgage Qs
Online Banking
ACH
Payoffs
Escrow
PPP
Interest
Contact Authentication
Move Money Options
Existing Loan
Business Rules
Closed Account Requests
Involuntary
Voluntary
IRAs
Account Maintenance
Dormant or Inactive Status
Joint Owner
Beneficiary
Demographic Change
Complaints
Fee Waiver
Bill Pay
External Transfers
Quality Assurance
Disclosures
Wires
Zelle
Money Market
Pay Ring
PIN
Debit/ATM Cards
Provisional Credit/Debit
Disputes
Debit/ATM Limit
PIN
CDs
Fraud
Unusual Activity
Restrictions/Holds
Identity Theft
Customer Tools
Online Banking Portal
Mobile App
Mobile Check Deposit
Retention
CDs
MaxMyInterest
Digital Bank Operations
Standard Operating Procedures
Close Account
Bitcoin Checking
Interest-Bearing DDA/SAV
CD Closeout

Tag: fee

Fees and Fee Waiver Business Rules

July 5, 2023
July 6, 2023
Customer Experience, Standard Operating Procedures, Complaints, Fee Waiver, Business Rules
fee, Fee Waiver, fee schedule, waive fee, fee waiver sop, debit card fee, research fee, who can waive, charge fee, account charge, debit card charge, shipping fee, expediate debit card, expediate fee, approve fee

Can the fee for expediting a debit card be waived?

September 27, 2022
September 28, 2022
Customer Experience, Standard Operating Procedures, Debit/ATM Cards, Complaints, Fee Waiver
Debit Card, fee, expediting, waive fee

Can the fee for extensive activity research be waived?

September 27, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Complaints, Account Maintenance, Fee Waiver
DBO, fee, decision, extensive activity research, light research, waived

Fee Waiver Rules

September 27, 2022
April 19, 2023
Customer Experience, Standard Operating Procedures, Complaints, Fee Waiver
fee, CX Team, management, waive

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

What services will acquire a fee upon the client’s request?

September 23, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, Complaints, IRAs, MaxMyInterest, Fee Waiver
Garnishments, Expedited Debit Card, Account Reconciliation, Stop Payment, services, fee, Account Research, Wire Transfer Outgoing Foreign, Legal Levies, Wire Transfer Outgoing Domestic, Dormant Account
Loading...