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11.1k
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.