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Tag: transaction dispute

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

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

How does the customer initiate a transaction dispute?

September 22, 2022

September 26, 2022

Customer Experience, Standard Operating Procedures, Debit/ATM Cards, Account Maintenance, Disputes

online banking, email, dispute, transaction dispute, initiate, phone

To initiate a transaction dispute, what documentation does the customer need to provide?

September 21, 2022

September 27, 2022

Customer Experience, Standard Operating Procedures, Debit/ATM Cards, Account Maintenance, Disputes

dispute, transaction dispute, documentation

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