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Handling Consumer Complaints & Disputes - Details

Registration for this event is open from: May 20, 2020 12:00 - Jan 30, 2021 12:00
Where: Webinar, Recorded, Both Live/Recorded, (US).
Date: Jul 30, 2020 - Jul 30, 2020
Time: 02:00 - 03:30
Event description:

Handling Consumer Complaints & Disputes

(90-minute webinar – recording also available)

Thursday, July 30, 2020

12:00 PM Pacific          1:00 PM Mountain

2:00 PM Central           3:00 PM Eastern

Complaints happen. Do you dodge disputes or resolve them with ease? Is your complaint management system a well-oiled machine? Would it survive scrutiny from accountholders and examiners or expose your institution to reputational, legal, and financial risks? This webinar has the answers you need. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the need for, and requirements of, a robust complaint management system – and meet regulator expectations
  • Pinpoint key timeframes for responding to error notices and information requests
  • Define unauthorized transactions versus billing error notices
  • Explain the requirements for filing error notices to accountholders
  • Distinguish between the requirements for handling debit and credit card errors
  • Identify requirements for disputes regarding open-end credit (i.e., credit cards and HELOCs), electronic funds transfers, real estate loans, checks, and more

WEBINAR DETAILS

Have you ever been confronted by an accountholder who has a complaint about account handling? Or someone who disputes a check that already cleared her account? What should be done when someone claims he didn’t deposit a check remotely and then withdraws the funds before it was returned unpaid?

Depending on the type of complaint or dispute, there are specific timeframes your financial institution must meet. It’s critically important to know the ins and outs of these legal and regulatory requirements. Your institution faces reputational, legal, financial, and examination risks if complaints and disputes are mishandled. This webinar will give you the tools needed to handle these issues the right way – and survive examination scrutiny!

WHO SHOULD ATTEND?

This informative session is designed for tellers, service representatives, branch managers, call center staff, auditors, compliance personnel, and anyone who handles disputes or complaints. 

TAKE-AWAY TOOLKIT

  • Complaint management spreadsheet and outline
  • Complaint resolution timeframe cheat sheet
  • Resolution checklist by product type
  • Employee training log
  • Interactive quiz 

DON’T MISS THIS RELATED WEBINAR!

Credit Reporting & Delinquent Accounts: Disputes, Revisions & Guidance

on Tuesday, May 19, 2020 

Mary Lou Heighes    MEET THE PRESENTER-Mary-Lou Heighes, Compliance Plus, Inc.

Mary-Lou Heighes is President and founder of Compliance Plus, Inc., which has assisted financial institutions with the development of compliance programs since 2000. She provides compliance training for trade associations and financial institutions. Mary-Lou has been an instructor at regulatory compliance schools, conducts dozens of webinars, and speaks at numerous conferences throughout the country.

Involved with financial institutions since 1989, Mary-Lou has over 25 years’ compliance experience. Before starting Compliance Plus in 2000, she spent five years working as a loan officer, marketer, and collector. She also worked at a state trade association for seven years providing compliance assistance and advising on state and federal legislative issues that affect financial institutions.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

THREE REGISTRATION OPTIONS

  1. LIVE WEBINAR

The live webinar option allows you to have unlimited internet connections. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com. For upcoming webinars, click here.

  1. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 2 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

  1. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE