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2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:33:33+00:00 | Good morning, thank you for calling Union Financial. My name is Monroe, how can I assist you today? |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:33:41.307692+00:00 | Hi Monroe, my name is Della. I need help managing my bills. Can you help me set up automatic payments? |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:33:50.538461+00:00 | Of course, Della. I'd be happy to help you with that. Before we get started, may you please verify your identity for me? |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:34:01.153846+00:00 | Sure thing. My account number is 1234567890. |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:34:04.384615+00:00 | Thank, thank you for providing that information. Now, let's discuss your payee management needs. Are there any specific bills you'd like to set up for automatic payment? |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:34:16.846153+00:00 | Well, I'd like to pay my electricity and gas bills automatically. But I'm not sure how to do it. |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:34:25.615384+00:00 | No problem, Della. I can guide you through the process. First, let'll need to add your payees to our system. May I have the names of your electricity and gas providers, please? |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:34:40.384615+00:00 | Sure, my electricity provider is GreenYZ Electric, and my gas provider is ABC Gas Company. |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:34:47.307692+00:00 | Greatcellent. Now, I'll need to confirm some information with you. Can you please provide me with the account four digits of your social security number? |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:34:58.846154+00:00 | Okay, it's 1234. |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:35:00.230769+00:00 | Perfect, Now, let'm going to set up automatic payments for your electricity and gas bills. Is there a specific date you'd like the payments to be made on? |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:35:13.153846+00:00 | How about the 15th of every month? |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:35:16.384615+00:00 | That works great. I've set the payments to be made on the 15th of each month. Would you like me to set up recurring payments for any other bills? |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:35:29.769230+00:00 | No, that's be all for now. Thank you so much for your help, Monroe! |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:35:36.230768+00:00 | You're welcome, Della. It was my pleasure to assist you. If you have any further questions or concerns, don't hesitate to give us a call. Have a wonderful day! |
2b6544c382e6423b96785c1a135d8e95 | client | 2023-09-06T14:35:49.615383+00:00 | Thanks, Monroe. You too! |
2b6544c382e6423b96785c1a135d8e95 | agent | 2023-09-06T14:35:51.461537+00:00 | Goodbye, Della. |
41e9647097e84e829964f2dc9f8fb27e | agent | 2023-09-16T13:54:25+00:00 | Good morning, thank you for holding Union Financial. My name is Mitzi, how can I assist you today? |
41e9647097e84e829964f2dc9f8fb27e | client | 2023-09-16T13:54:33.307692+00:00 | Hi Mitzi, I'm calling to report some spam emails that I received from your bank. I tried to report them through the website, but nothing happened. |
41e9647097e84e829964f2dc9f8fb27e | agent | 2023-09-16T13:54:45.307692+00:00 | Sorry to hear that, Margery. Can you tell me more about these emails? What did they say and how did they look like? |
41e9647097e84e829964f2dc9f8fb27e | client | 2023-09-16T13:54:55.923077+00:00 | Well, they were very suspicious and asked me to click on links and provide personal information. They looked quite professional, with the Union Financial logo and everything. But I knew it's not legitimate because I didn't request any information from you guys. |
41e9647097e84e829964f2dc9f8fb27e | agent | 2023-09-16T13:55:15.307692+00:00 | I see. We apologize for any inconvenience this has caused, Margery. Let me assure you that we take these matters very seriously and will do our best to address the issue. Can you please forward those emails to our dedicated email address for reporting spam? We'll investigate and take appropriate action. |
41e9647097e84e829964f2dc9f8fb27e | client | 2023-09-16T13:55:38.846154+00:00 | Sure, I alreadyll do that right away. But I wanted to ask, why hasn't you guys do anything about it when I reported it through the website? |
41e9647097e84e829964f2dc9f8fb27e | agent | 2023-09-16T13:55:51.307692+00:00 | I apologize for the confusion, Margery. It's possible that our system didn't flag it as spam or that our team missed it. We have a large of reports coming in every day, and sometimes things slip through the cracks. But I want to assure you that we're taking steps to improve our reporting and response process. |
41e9647097e84e829964f2dc9f8fb27e | client | 2023-09-16T13:56:17.153846+00:00 | Okay's good to know. But what can I do to protect myself from these scams? |
41e9647097e84e829964f2dc9f8fb27e | agent | 2023-09-16T13:56:24.076923+00:00 | Great question! There are a few things you can do. First, never click on links or provide personal information unless you're certain it's a legitimate communication from us. Second, use sure your antivirus software and operating system are up-to-date. And third, regularly monitor your accounts and report any suspicious activity to us immediately. |
41e9647097e84e829964f2dc9f8fb27e | client | 2023-09-16T13:56:48.538461+00:00 | That makes sense. Thanks for the advice, Mitzi. |
41e9647097e84e829964f2dc9f8fb27e | agent | 2023-09-16T13:56:52.230769+00:00 | You're welcome, Margery. Is there anything else I can help you with today? |
41e9647097e84e829964f2dc9f8fb27e | client | 2023-09-16T13:56:58.230769+00:00 | No, that's all. Thank you for your help. |
41e9647097e84e829964f2dc9f8fb27e | agent | 2023-09-16T13:57:01.923077+00:00 | You're welcome. Have a great day, Margery. Bye for now. |
41e9647097e84e829964f2dc9f8fb27e | client | 2023-09-16T13:57:06.538462+00:00 | Bye. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:08:17+00:00 | Good morning, thank you for calling. My name is Barbara, how'm with Union Financial's customer service. How can I assist you today? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:08:27.153846+00:00 | Hi Barbara, my name is Avis. I have a problem with my account. There's a levy on it and I don't know why. Can you help me resolve this?? |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:08:40.538461+00:00 | Of course, Avis. Sorry to hear that. Can you please provide me with your account number so I can look into this for you? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:08:51.615384+00:00 | Sure, it's *******. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:08:52.999999+00:00 | Thank you, Avis. I, can me check on that for you. (pief pause) It looks like the levy was placed on your account due to an outstanding debt from a creditor. Have you received any notifications or letters regarding this debt? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:09:11.923076+00:00 | No, nothing at all. This is news first I've heard of it. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:09:17.461538+00:00 | I see. In that case, I'd be happy to assist you resolve this issue. We canll need to receive payment for the amount owed to remove the levy. Would you like me to set up a payment plan for you today? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:09:36.384615+00:00 | That would be great, thank you. But can you tell me more about why this is happening? I thought I paid all my bills on time. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:09:48.384615+00:00 | Sometimes creditors will place a levy on an account if they haven't received payment in a timely manner, even if the payments are being made. It's possible that there was a miscommunication or error that led to this situation. |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:10:06.384615+00:00 | That doesn't seem very fair. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:10:08.692307+00:00 | I understand your frustration, Avis. Unfortunately, these situations do happen. However we can work together to get this resolved for quickly as possible. Shall I go ahead and set up that payment plan for you? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:10:24.846153+00:00 | Yes, please. And can you make sure that this levy is removed as soon as the payment goes through? |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:10:33.615384+00:00 | Absolutely. I'll make sure to note that on your account. Now, let me just confirm some information to set up the payment plan. Can you tell me your date of birth? Avis? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:10:48.384615+00:00 | Sure, it's *******. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:10:49.769230+00:00 | Great, thank you. And can you confirm your address? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:10:53.923076+00:00 | Yes, it's *******. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:10:55.307691+00:00 | Excellent. Alright, I've set up a payment plan for the amount owed, spread out over three months. The first payment will be deducted from your account today. Is that acceptable for you? |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:11:10.076922+00:00 | Yes, that' for me. Thanks you, Barbara. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:11:13.307691+00:00 | You're welcome, Avis. And just to confirm, I've also requested that the levy be removed from your account as soon as the first payment clears. You should receive confirmation of the levy's release within the next few days. |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:11:30.846153+00:00 | Great, thank you so much for your help, Barbara. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:11:34.999999+00:00 | You're welcome, Avis. It was my pleasure to assist you. If you have any further questions or concerns, please don't hesitate to reach out to us. Have a wonderful day! |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:11:48.846153+00:00 | Thank you, Barbara. You too. |
0b440381fd274b96af00baf8c4384310 | agent | 2023-09-04T14:11:51.153845+00:00 | Thank you, Avis. Goodbye now. |
0b440381fd274b96af00baf8c4384310 | client | 2023-09-04T14:11:53.461537+00:00 | Goodbye. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:12:44+00:00 | Thank you for calling Union Financial. My name is Elinor, how may I assist you today? |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:12:51.384615+00:00 | Of course, Jewel. Can you please verify your identity so that I can better assist you? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:12:58.769230+00:00 | Sure thing! My account number is 1234567890. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:13:01.999999+00:00 | Great, thank you. Now, what did you need help with in regards to coordinating with tax advisors? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:13:09.846153+00:00 | Well, I'm looking to file my taxes soon year and I was wondering if Your bank had any recommendations or resources for finding a reliable tax advisor. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:13:22.307691+00:00 | Yes, we do have a list of recommended tax advisors that we work closely with. Would you like me to send that over to you via email? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:13:34.769229+00:00 | That would be great, thank you! DoElinor: Is there anything else I can help you with today, Jewel? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:13:43.076921+00:00 | Nope, that'll all for now. Thanks again for Elinor! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:13:47.230767+00:00 | You're welcome. Have a good day. Jewel. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:13:50.461536+00:00 | Thank you for calling Union Financial. My name is Elinor, how may I assist you today? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:13:57.846151+00:00 | Hi Elinor! I'm interested in opening a new checking account with your bank. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:14:03.846151+00:00 | Great, Jewel. Can you please verify your identity so that I can better assist you? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:14:10.769228+00:00 | Sure thing! My account number is 1234567890. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:14:13.999997+00:00 | Perfect, thank you. What type of checking account are you looking to open today? We have several options available. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:14:22.769228+00:00 | Hmm, I'm not sure. Can you tell me a little bit more about each option? |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:14:29.692305+00:00 | Sure. We have our basic checking account which no fees or minimum balance requirements, a rewards checking account that earns cash back on debit card purchases, and a premium checking account with includes additional per such as travel insurance and identity theft protection. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:14:49.538459+00:00 | That sounds great! I think I'd like to go with the rewards checking account. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:14:55.999997+00:00 | Excellent choice. I just need a few pieces of personal information from you to complete the application. Can you please provide your social security number, address, and date of birth? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:15:09.846151+00:00 | Sure, my social is 123-45-6789, my address is 123 Main Street, and my date of birth is 02/05/1990. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:15:18.153843+00:00 | Great, thank you. Is there anything else I can assist you with today, Jewel? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:15:24.615381+00:00 | Nope, that's all for now. Thanks again, Elinor! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:15:28.307689+00:00 | You're welcome. Have a good day, Jewel. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:15:31.538458+00:00 | You too, thanks! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:15:32.923073+00:00 | Thank you for calling Union Financial. My name is Elinor, how may I assist you today? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:15:40.307688+00:00 | Hi Elinor! I'm interested in applying for a loan with your bank. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:15:45.846150+00:00 | Great, Jewel. Can you please verify your identity so that I can better assist you? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:15:52.769227+00:00 | Sure thing! My account number is 1234567890. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:15:55.999996+00:00 | Perfect, thank you. What type of loan are you looking to apply for today? We have several options available, as personal loans, auto loans, and home loans. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:16:08.461534+00:00 | I, I'm not sure. Can you tell me a little bit more about each option? |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:16:15.384611+00:00 | Sure. Our personal loans have fixed interest rates and can be used for a variety of purposes such as paying off debt or fundcing a wedding. Our auto loans have competitive rates and can be used to purchase a new or used vehicle. Our home loans have flexible repayment terms and can be used to purchase or refinance a home. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:16:43.076919+00:00 | That sounds great! I think I'd like to go with the personal loan. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:16:49.076919+00:00 | Excellent choice. I just need a few pieces of personal information from you to complete the application. Can you please provide your social security number, address, and date of birth? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:17:02.923073+00:00 | Sure, my social is 123-45-6789, my address is 123 Main Street, and my date of birth is 02/05/1995. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:17:11.230765+00:00 | Great, thank you. How much would you like to borrow? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:17:15.846150+00:00 | I'm thinking around $10,000. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:17:17.692304+00:00 | Alright, and what is your desired repayment term? We offer options ranging from 12 to 60 months. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:17:25.538458+00:00 | Hmm, let me see...I think I'd go with 36 months. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:17:30.153843+00:00 | Great, thank you. Is there anything else I can assist you with today, Jewel? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:17:36.615381+00:00 | Nope, that's all for now. Thanks again, Elinor! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:17:40.307689+00:00 | You're welcome. Have a good day, Jewel. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:17:43.538458+00:00 | You too, thanks! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:17:44.923073+00:00 | Thank you for calling Union Financial. My name is Elinor, how may I assist you today? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:17:52.307688+00:00 | Hi Elinor! I'm calling to close my bank account. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:17:56.461534+00:00 | Okay, Jewel. Can you please verify your identity so that I can better assist you? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:18:03.384611+00:00 | Sure thing! My account number is 1234567890. |