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Tag: Request

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

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 are CX team members’ responsibilities when receiving transaction dispute requests?

September 23, 2022
September 26, 2022
Customer Experience, Standard Operating Procedures, Debit/ATM Cards, Account Maintenance, Disputes
hubspot, Complaint, Request, dispute, transaction dispute, transaction dispute requests, responsibilities, CX team members, responsible

What information is needed to set up Zelle?

September 16, 2022
September 20, 2022
Customer Experience, Standard Operating Procedures, Zelle, Customer Tools, Mobile App
zelle, Transfer, email, Receive, Request, Set up, Phone number, Quick pay

What are the Zelle limits?

September 16, 2022
September 20, 2022
Customer Experience, Standard Operating Procedures, Zelle, Customer Tools, Mobile App
zelle, Transfer, Receive, Request, Limits

What is Zelle used for?

September 15, 2022
September 15, 2022
Customer Experience, Standard Operating Procedures, Zelle, Customer Tools, Mobile App
zelle, Transfer, Receive, Request

How can a client request to add a beneficiary to their account?

September 12, 2022
November 27, 2023
Customer Experience, Standard Operating Procedures, Account Maintenance, Beneficiary, Customer Tools, Online Banking Portal
Beneficiary, Add Beneficiary Instructions, Request, Estate, Trust, Business, Person
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