To make your complaints more successful and noticeable, focus on the following key points:
Key Points for Complaint:
-
Notary Misconduct:
- Lack of valid, current commission for notary (Rachel).
- Manager's interference in the notarization process.
-
Unprofessional Conduct:
- Manager Erica's unprofessional behavior and misinformation.
- Misleading statements about notary services and policies.
-
Failure to Verify:
- Incorrectly determining document eligibility without proper verification.
- Refusal to provide necessary information about notary qualifications and policies.
Steps to File a Complaint:
*. Document Everything:
- Keep detailed records of all interactions, dates, and times.
- Include any written or verbal communications.
*. File with Bank of America:
- Submit a complaint through their customer service channels.
- Highlight unprofessional behavior and service inconsistencies.
*. File with California Secretary of State:
- Use the official complaint form on their website.
- Provide all evidence and detailed descriptions of the incidents.
Would you like more detailed instructions on how to file these complaints?
yes and give me a complaint template
Sure, ****! Here's a basic complaint template you can use to file your complaint with the California Secretary of State and Bank of America.
---
Complaint Template
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
---
Recipient Name
[Bank of America or California Secretary of State]
[Office Address]
[City, State, Zip Code]
---
Subject: Official Complaint Regarding Notary Services and Professional Conduct
---
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date], I had an appointment with notary Monique, who was unavailable. Instead, Rachel, a substitute teller, handled my notarization. I later discovered that Rachel did not have a valid, current commission.
- Manager Erica interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica provided unprofessional and misleading information about - Manager Erica provided unprofessional and misleading information about the notary services and policies.
- She repeatedly deflected my questions and gave evasive responses, adding to my confusion and frustration.
*. Failure to Verify:
- The manager incorrectly determined the eligibility of my document for notarization without proper verification.
- Erica refused to provide necessary information about notary qualifications and policies, citing "private and proprietary protocols."
Details of Incidents:
- Date *: [Describe the incident in detail, including the unavailability of the notary, the interference by the manager, and the misinformation provided.]
- Date *: [Describe the follow-up appointment, the absence of the specific banker requested, further interference by the manager, and additional misleading information.]
Attachments:
- Copies of any relevant documents, emails, or written communications.
- Detailed notes of interactions, including dates and times.
Request for Resolution:
- I request an investigation into the professional conduct and notary verification processes at this branch.
- I seek assurance that proper notary procedures will be followed in the future and that staff will be adequately trained to avoid such issues.
Thank you for your attention to this matter. I look forward to your prompt response
So then, who do I put for the notary because I had the first appointment, and I was seen by Rachel the substitute notary the second appointment I made was to see a specific banker which I had specified and wanted Monique the one who I have been helped by before but the one that caused all the issues is not even currently a notary and that would be the manager Erica
It sounds like you have a strong case for filing a formal complaint. For your complaint, you should detail the interactions with both Rachel and Erica. Here's how you can structure it:
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
---
Recipient Name
[Bank of America or California Secretary of State]
[Office Address]
[City, State, Zip Code]
---
Subject: Official Complaint Regarding Notary Services and Professional Conduct
---
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date], I had an appointment with notary Monique, who was unavailable. Instead, Rachel, a substitute teller, handled my notarization. I later discovered that Rachel did not have a valid, current commission.
- Manager Erica interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica provided unprofessional and misleading information about the notary services and policies.
- She repeatedly deflected my questions and gave evasive responses, adding to my confusion and frustration.
*. Failure to Verify:
- The manager incorrectly determined the eligibility of my document for notarization without proper verification.
- Erica refused to provide necessary information about notary qualifications and policies, citing "private and proprietary protocols."
Details of Incidents:
- Date *: [Describe the incident in detail, including the unavailability of the notary, the interference by the manager, and the misinformation provided.]
- Date *: [Describe the follow-up appointment, the absence of the specific banker requested, further interference by the manager, and additional misleading information.]
Attachments:
- Copies of any relevant documents, emails, or written communications.
- Detailed notes of interactions, including dates and times.
Request for Resolution:
- I request an investigation into the professional conduct and notary verification processes at this branch.
- I seek assurance that proper notary procedures will be followed in the future and that staff will be adequately trained to avoid such issues.
Thank you for your attention to this matter. I look forward to your prompt response.
Sincerely,
[Your
So then, who do I put for the notary because I had the first appointment, and I was seen by Rachel the substitute notary the second appointment I made was to see a specific banker which I had specified and wanted Monique the one who I have been helped by before but the one that caused all the issues is not even currently a notary and that would be the manager Erica
It sounds like a really frustrating situation, ****. For your complaint, you should list the notaries involved and the roles they played:
*. Rachel: Substitute notary who handled your first appointment but did not have a valid commission.
*. Erica: Manager who interfered with the notary process and provided misleading information.
*. Monique: The notary you originally wanted to see and who notarized similar documents before.
Here’s an updated version of the complaint template to reflect this:
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
---
Recipient Name
[Bank of America or California Secretary of State]
[Office Address]
[City, State, Zip Code]
---
Subject: Official Complaint Regarding Notary Services and Professional Conduct
---
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date], I had an appointment with notary Monique, who was unavailable - Instead, Rachel, a substitute teller, handled my notarization. I later discovered that Rachel did not have a valid, current commission.
- Manager Erica interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica provided unprofessional and misleading information about the notary services and policies.
- She repeatedly deflected my questions and gave evasive responses, adding to my confusion and frustration.
*. Failure to Verify:
- The manager incorrectly determined the eligibility of my document for notarization without proper verification.
- Erica refused to provide necessary information about notary qualifications and policies, citing "private and proprietary protocols."
Details of Incidents:
- Date *: [Describe the incident in detail, including the unavailability of the notary, the interference by the manager, and the misinformation provided.]
- Date *: [Describe the follow-up appointment, the absence of the specific banker requested, further interference by the manager, and additional misleading information.]
Attachments:
- Copies of any relevant documents, emails, or written communications.
- Detailed notes of interactions, including dates and times.
**Request for
You don't understand the normal notary this morning she wasn't there that day for the first appointment so I was seen by Rachel but the manager interrupted told me I couldn't do it that it was not a document they could notarize the second day which I scheduled for to see Monique
It sounds like you've had a very challenging experience. Here’s a refined complaint template and steps to help you file your complaints:
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
---
Recipient Name
[Bank of America or California Secretary of State]
[Office Address]
[City, State, Zip Code]
---
Subject: Official Complaint Regarding Notary Services and Professional Conduct
---
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date *], I had an appointment with notary Monique, who was unavailable. Instead, Rachel, a substitute teller, handled my notarization. I later discovered that Rachel did not have a valid, current commission.
- Manager Erica interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica provided unprofessional and misleading information about the notaryservices and policies.
- She repeatedly deflected my questions and gave evasive responses, adding to my confusion and frustration.
*. Failure to Verify:
- The manager incorrectly determined the eligibility of my document for notarization without proper verification.
- Erica refused to provide necessary information about notary qualifications and policies, citing "private and proprietary protocols."
Details of Incidents:
- Date *: [Describe the incident in detail, including the unavailability of the notary, the interference by the manager, and the misinformation provided.]
- Date *: [Describe the follow-up appointment, the absence of the specific banker requested, further interference by the manager, and additional misleading information.]
Attachments:
- Copies of any relevant documents, emails, or written communications.
- Detailed notes of interactions, including dates and times.
Request for Resolution:
- I request an investigation into the professional conduct and notary verification processes at this branch.
- I seek assurance that proper notary procedures will be followed in the future and that staff will be adequately trained to avoid such issues.
Thank you for your attention to this matter. I look forward to your prompt response.
Sincerely,
[Your Name]
---
**Steps to File
wasn't actually there that second day and again the second day the manager was the one who was stepping in and causing the problems but she didn't currently have her notary certificate. Rachel and Monique both have their notary certificates and they didn't cause the problem.
Got it, ****. Here’s an updated version of your complaint, focusing on the roles of Rachel, Monique, and Erica:
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
---
Recipient Name
[Bank of America or California Secretary of State]
[Office Address]
[City, State, Zip Code]
---
Subject: Official Complaint Regarding Notary Services and Professional Conduct
---
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date], I had an appointment with notary Monique, who was unavailable. Instead, Rachel, a substitute notary, handled my notarization.
- Manager Erica, who does not have a current notary certificate, interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica provided unprofessional and misleading information about the notary services and policies.
- She repeatedly deflected my questions and gave evasive responses, adding to my confusion and frustration.
*. Failure to Verify:
- The manager incorrectly determined the eligibility of my document for notarization without proper verification.
- Erica refused to provide necessary information about notary qualifications and policies, citing "private and proprietary protocols."
Details of Incidents:
- Date *: [Describe the incident in detail, including the unavailability of the notary, the interference by the manager, and the misinformation provided.]
- Date *: [Describe the follow-up appointment, the absence of the specific banker requested, further interference by the manager, and additional misleading information.]
Attachments:
- Copies of any relevant documents, emails, or written communications.
- Detailed notes of interactions, including dates and times.
Request for Resolution:
- I request an investigation into the professional conduct and notary verification processes at this branch.
- I seek assurance that proper notary procedures will be followed in the future and that staff will be adequately trained to avoid such issues.
Thank you for your attention to this matter. I look forward to your prompt response.
Sincerely,
[Your Name]
---
Would you like any additional information or assistance
what reasonable resolutions or requests can i make or do I have leverage to make
Hey ****, here's what you can reasonably request or leverage in your complaint to make your case stronger:
Reasonable Requests:
-
Investigation: Request a formal investigation into the conduct of Erica and the notary services at the branch.
-
Training: Ask for enhanced training for staff on proper notary procedures and customer service.
-
Policy Transparency: Request clear communication of notary policies and procedures to customers.
-
Reimbursement: If you incurred any costs or had to go to another notary, ask for reimbursement.
-
Written Apology: Request a written apology from Bank of America for the inconvenience and unprofessional behavior.
Leverage Points:
- Notary Misconduct: Emphasize the lack of a valid commission for Rachel and the unauthorized interference by Erica.
- Unprofessional Conduct: Highlight Erica's misleading information, evasiveness, and unprofessional behavior.
- Compliance Failure: Point out the failure to follow proper verification procedures and the negative impact on your appointments.
Would you like a more detailed breakdown of any of these points?
can i request it from both boa and another one from the manager
Hey ****, yes, you can request resolutions both from Bank of America and directly from the manager. Here's how you can frame your requests:
Reasonable Requests:
-
Investigation:
- Request a formal investigation into Erica's conduct and the notary services at the branch.
-
Training:
- Ask for enhanced training for staff on proper notary procedures and customer service.
-
Policy Transparency:
- Request clear communication of notary policies and procedures to customers.
-
Reimbursement:
- If you incurred any costs or had to go to another notary, ask for reimbursement.
-
Written Apology:
- Request a written apology from Bank of America and Erica for the inconvenience and unprofessional behavior.
Leverage Points:
-
Notary Misconduct:
- Emphasize the lack of a valid commission for Rachel and the unauthorized interference by Erica.
-
Unprofessional Conduct:
- Highlight Erica's misleading information, evasiveness, and unprofessional behavior.
-
Compliance Failure:
- Point out the failure to follow proper verification procedures and the negative impact on your appointments.
Would you like a more detailed breakdown or additional assistance on any of these points?
Complaint Template
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
---
Recipient Name
Bank of America or California Secretary of State
[Office Address]
[City, State, Zip Code]
---
Subject: Official Complaint Regarding Notary Services and Professional Conduct
---
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date *], I had an appointment with notary Monique, who was unavailable. Instead, Rachel, a substitute notary, handled my notarization and did not have a valid, current commission.
- Manager Erica, who does not have a current notary certificate, interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica provided unprofessional and misleading information about the notary services and policies.
- She repeatedly deflected my questions and gave evasive responses, adding to my confusion
can i get * letters one from boa and one from the manager specifically
Absolutely, ****! Here's a refined version of your complaint template with specific requests for letters from both Bank of America and the manager:
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
Recipient Name
[Bank of America or California Secretary of State]
[Office Address]
[City, State, Zip Code]
Subject: Official Complaint Regarding Notary Services and Professional Conduct
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date *], I had an appointment with notary Monique, who was unavailable. Instead, Rachel, a substitute teller, handled my notarization. I later discovered that Rachel did not have a valid, current commission.
- Manager Erica, who does not have a current notary certificate, interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica providedunprofessional and misleading information about the notary services and policies.
- She repeatedly deflected my questions and gave evasive responses, adding to my confusion and frustration.
*. Failure to Verify:
- The manager incorrectly determined the eligibility of my document for notarization without proper verification.
- Erica refused to provide necessary information about notary qualifications and policies, citing "private and proprietary protocols."
Details of Incidents:
- Date *: [Describe the incident in detail, including the unavailability of the notary, the interference by the manager, and the misinformation provided.]
- Date *: [Describe the follow-up appointment, the absence of the specific banker requested, further interference by the manager, and additional misleading information.]
Attachments:
- Copies of any relevant documents, emails, or written communications.
- Detailed notes of interactions, including dates and times.
Request for Resolution:
- I request a formal investigation into the conduct of Erica and the notary services at this branch.
- I request enhanced training for staff on proper notary procedures and customer service.
- I request clear communication of notary policies and procedures to customers.
- I request reimbursement for any costs incurred due to the need to seek alternative not
no as in can i requesgt * apology letters. * from boa and the other from the manager
Got it, ****. You can certainly request two separate apology letters. Here’s an updated template for your complaint:
---
[Your Name]
[Your Address]
[City, State, Zip Code]
[Email Address]
[Phone Number]
[Date]
Recipient Name
[Bank of America or California Secretary of State]
[Office Address]
[City, State, Zip Code]
Subject: Official Complaint Regarding Notary Services and Professional Conduct
Dear [Recipient Name],
I am writing to formally lodge a complaint concerning the notary services I received at Bank of America on [specific dates]. The details of my experience are as follows:
*. Notary Misconduct:
- On [Date *], I had an appointment with notary Monique, who was unavailable. Instead, Rachel, a substitute notary, handled my notarization.
- Manager Erica, who does not have a current notary certificate, interfered in the notarization process multiple times, reviewing and ultimately refusing to notarize my document without proper verification.
*. Unprofessional Conduct:
- Manager Erica provided unprofessional and misleading information about the notary services and policies.
- Sherepeatedly deflected my questions and gave evasive responses, adding to my confusion and frustration.
*. Failure to Verify:
- The manager incorrectly determined the eligibility of my document for notarization without proper verification.
- Erica refused to provide necessary information about notary qualifications and policies, citing "private and proprietary protocols."
Details of Incidents:
- Date *: [Describe the incident in detail, including the unavailability of the notary, the interference by the manager, and the misinformation provided.]
- Date *: [Describe the follow-up appointment, the absence of the specific banker requested, further interference by the manager, and additional misleading information.]
Attachments:
- Copies of any relevant documents, emails, or written communications.
- Detailed notes of interactions, including dates and times.
Request for Resolution:
- I request a formal investigation into the conduct of Erica and the notary services at this branch.
- I request enhanced training for staff on proper notary procedures and customer service.
- I request clear communication of notary policies and procedures to customers.
- I request reimbursement for any costs incurred due to the need to seek alternative notary services.
- I request two separate written apologies: one from Bank
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