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4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:34:13.615383+00:00 | Yes, I understand. |
4e060b6b55ca49939bacfc1d421fb984 | agent | 2023-09-19T10:34:14.999998+00:00 | Great, I'm going to go ahead and transfer you now. Thank you for choosing Union Financial, Agnes. Have a great day. |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:34:24.692306+00:00 | Thank you, Rodrick. Bye. |
4e060b6b55ca49939bacfc1d421fb984 | agent | 2023-09-19T10:34:26.538460+00:00 | Bye, Agnes. ThankTransferring call... |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:34:28.384614+00:00 | Hi, I'm calling because I reported my debit card lost or stolen and I representative mentioned that there may be additional fees associated with emergency contact services. I you tell me more about that? |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:34:44.076922+00:00 | Okay, that makes sense. I what if I just't need an emergency cash advance? Are there any other options? |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:34:52.846153+00:00 | That sounds great. Can you help me with an ATM nearby? |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:34:57.923076+00:00 | Yes, please. |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:34:58.846153+00:00 | Thank you so much! ThatEmergency Contact Agent: You're welcome, Agnes. Is there anything else I can assist you with today? |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:35:08.076922+00:00 | No, that'll be all. Thanks again. |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:35:10.846153+00:00 | You too. Bye. |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:43:03+00:00 | Hi, this to Union Financial. My name is Olivia, how can I assist you today? |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:43:09.923077+00:00 | Hi Olivia, my name is Damon. I'm calling back because our call got disconnected earlier. I was interested in learning more about your environmental or green banking initiatives. |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:43:22.846154+00:00 | Of course, Damon. I take pride in our commitment to sustainability and reducing our carbon footprint. At me tell you about some of our initiatives we have in place. |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:43:36.230769+00:00 | Great sounds great. thank you! |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:43:38.538461+00:00 | Suresolutely. Firstly, we have implemented paperless statements for all of our customers. This not only reduces waste but also helps us reduce our energy consumption. AdditionallyDamon: That's fantastic! What else are you doing? |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:43:53.769230+00:00 | We also offer an eco-friendly debit card made from recycled materials. And, we have launched program that allows our customers to offset their carbon emissions from their dailyases by investing in renewable energy projects. |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:44:09.461538+00:00 | Wow, that's really impressive. Can you tell me more about the renewable energy projects? |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:44:15.923076+00:00 | Sure thing, Damon. We partner with organizations that specialize in wind and solar power. When our customers opt to offsetate in the program, we invest in these projects on their behalf. This only does this help reduce carbon carbon footprint, but it also supports the development of renew energy. |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:44:38.538461+00:00 | That's amazing. I had no idea Union Financial was so committed to sustainability. |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:44:44.538461+00:00 | Yes, it's something we're very proud of. We believe it's important to do our part in protecting the environment for future generations. |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:44:54.692307+00:00 | I couldn't agree more. How do I sign up for the carbon offsetting program? |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:45:01.153845+00:00 | It's easy, Damon. I can enroll you in the program right now. Would you like me to do that? |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:45:09.923076+00:00 | Yes, please. |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:45:10.846153+00:00 | Certainly. The eco-friendly debit card is made from recycled materials and is fully compostable. Plus, we plant a tree for every card issued. |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:45:21.461538+00:00 | That's incredible! I'd love to switch to that card. Can you send me with that too? |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:45:28.846153+00:00 | Of course, Damon. I'll take care of it for you. Is there anything else I can assist you with today? |
067664319f184581a1003104d374d50c | client | 2023-09-15T12:45:38.076922+00:00 | No, that's all for now. Thank you so much for your help, Olivia. You've been fantastic. |
067664319f184581a1003104d374d50c | agent | 2023-09-15T12:45:45.461537+00:00 | You're welcome, Damon. It was my pleasure to assist you. Have a great day! |
c5763cae308e4dc493dc0cebcd7dd435 | agent | 2023-09-25T15:58:55+00:00 | Thank, thank you for calling Union Financial. My name is Frieda, how can I assist you today? |
c5763cae308e4dc493dc0cebcd7dd435 | client | 2023-09-25T15:59:02.846154+00:00 | Hi, yeah, I'm having some trouble paying my bill online. Every time I try to log in, it says my username is locked. |
c5763cae308e4dc493dc0cebcd7dd435 | agent | 2023-09-25T15:59:13.461539+00:00 | Sorry to hear that, Roma. Can you tell me a little bit more about what's happening when you try to log in? Are you getting any error messages or is it just not letting you in? |
c5763cae308e4dc493dc0cebcd7dd435 | client | 2023-09-25T15:59:30.076924+00:00 | Yeah, it's saying my account is locked and I need to contact customer service. But I donm pretty sure I've been paying my bills on time...IFrieda: Okay, let me see into that for you. Can you please verify your account information for me? Your name, account number, and the last four digits of the card associated with the account? |
c5763cae308e4dc493dc0cebcd7dd435 | client | 2023-09-25T15:59:57.307693+00:00 | Uh, okay. My name is Roma, my account number is 1234567890, and the last four digits of my card are 1234. |
c5763cae308e4dc493dc0cebcd7dd435 | agent | 2023-09-25T16:00:07.000001+00:00 | Al, thank you Roma providing that information. Just'm going to check on your account status real quick. (pause) It looks like there was an issue with your most payment, it didn't go through properly. That's why your account is locked. |
c5763cae308e4dc493dc0cebcd7dd435 | client | 2023-09-25T16:00:25.461539+00:00 | Oh, that makes sense. I remember that my payment didn't go through last month. What do I do now? |
c5763cae308e4dc493dc0cebcd7dd435 | agent | 2023-09-25T16:00:34.230770+00:00 | Don't worry, we can easily resolve this. I'm going to send you a new payment link via email. You'll receive an email from noreply@unionfinancial.com with a link to update a payment. Just click on the link and follow the prompt to make the payment. And then your account will be unlocked. |
c5763cae308e4dc493dc0cebcd7dd435 | client | 2023-09-25T16:00:57.769232+00:00 | Okay, got it. Thanks I just wait for the email and then I on link? |
c5763cae308e4dc493dc0cebcd7dd435 | agent | 2023-09-25T16:01:04.692309+00:00 | Yes, exactly. And if you have any further with the link, feel free to give us a call back and we'll be happy to assist you further. Is there anything else I can help you with today, Roma? |
c5763cae308e4dc493dc0cebcd7dd435 | client | 2023-09-25T16:01:22.230771+00:00 | Nope, that's all. Thanks for your help, Frieda. |
c5763cae308e4dc493dc0cebcd7dd435 | agent | 2023-09-25T16:01:25.923079+00:00 | You're welcome, Roma. Have you for choosing Union Financial. Have a great day! |
c5763cae308e4dc493dc0cebcd7dd435 | client | 2023-09-25T16:01:31.923079+00:00 | Yeah, thanks. Bye. |
c5763cae308e4dc493dc0cebcd7dd435 | agent | 2023-09-25T16:01:33.307694+00:00 | Bye. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:22:02+00:00 | Good afternoon, thank you for holding. My name is Alvin and and I'll be happy to assist you today. Can you please provide me with your name and account number so I can better assist you? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:22:18.615385+00:00 | Hi, my name is Riley and my account number is 1234567890. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:22:23.692308+00:00 | Great, thank you for providing that information, Riley. How may I assist you today? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:22:30.153846+00:00 | Yeah, hi. I'm calling because I need to set up a charity or fundraising account, but I'm having some trouble doing it online. Can you help me with that? |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:22:43.538461+00:00 | Of course, Riley. I'd be happy to help you with up a charity or fundraising account. Let me just pull up your account information real quick. Can you tell me a little bit more about the charity or fundraising event you're looking to set up? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:23:04.307692+00:00 | Well, I'm trying to raise money for a local animal shelter. They're in dire need of funds and supplies, and I want to do something to help. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:23:16.769230+00:00 | That's wonderful, Riley! I'm sure they'll appreciate your efforts. Okay, so I've pulled up your account information and it see that you have a personal checking account with us. Is that correct? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:23:31.538461+00:00 | Yes, that's right. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:23:32.923076+00:00 | Great. In order to set up a charity or fundraising account, we'll need to create a separate account specifically for that purpose. This you like me to go ahead and set that up for you? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:23:49.076922+00:00 | Yes, please. That would be great. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:23:51.846153+00:00 | Sure thing. Let me just grab some information from you real quick. Can you tell me the name of the charity or fundraising event you're looking to set up? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:24:05.230768+00:00 | It's called "Furry Friends Fundraiser". |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:24:07.538460+00:00 | Great. And do you have a goal amount that you're looking to raise? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:24:13.538460+00:00 | Yes, I'm hoping to raise at least $5,000. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:24:17.230768+00:00 | Excellent. I've gone ahead and created a new account for you specifically for the Furry Friends Fundraiser. I've also set up a donation page for you on our website, which you can share with friends, family, and anyone potential donors. Is there anything else I can do for you today, Riley? |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:24:40.769230+00:00 | No, that's all. Thank you so much for your help, Alvin. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:24:45.846153+00:00 | You're very welcome, Riley. It was my pleasure to assist you. If you have any other questions or concerns, please don't hesitate to reach out to us. Have a great day! |
7a26b8990d58451f86dad60ee25bc732 | client | 2023-09-27T15:25:00.153845+00:00 | Thanks, you too. Bye. |
7a26b8990d58451f86dad60ee25bc732 | agent | 2023-09-27T15:25:01.999999+00:00 | Bye now. |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:56:11+00:00 | Good afternoon, thank you for calling Union Financial. My name is Marty, how may I assist you today? |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:56:19.307692+00:00 | (grritated) Yeah, I need to talk to someone about my rewards checking account. |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:56:25.307692+00:00 | Sorry to hear that, Mauricio. Can you tell me a little bit more about what's going on? Have you tried logging into your account online or through our mobile app? check your rewards balance? |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:56:41+00:00 | (sighing) Yes, I've tried everything. I've logged in, I've called the number on the back of my card, I've even gone to my local branch. No one seems to know what's going on or how to fix it. |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:56:58.538462+00:00 | I apologize for the frustration you're experiencing. Let me see if I can help you troubleshoot the issue. Can you tell me the error message you're receiving when you try to redeem your points? |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:57:14.230770+00:00 | (sarcastically) Oh, great's helpful. The error message just says "invalid request" and then it kicks me out to the login page. |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:57:23.923078+00:00 | I understand. In this case, it sounds like there might be an issue with your account that we need to investigate further. I'm going to go ahead and create a ticket for our technical support to review into this for you. In the meantime, would you like me to transfer you over to our rewards department so they can assist your account and see if there's anything they can do to help you redeem your points right away? |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:57:59.923078+00:00 | (skeptical) Fine that actually do anything? |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:58:02.692309+00:00 | Absolutely. Our rewards team will be able to see the issues you're facing and work with resolving them for you. They'll also be able to provide you with an update on when status of your account and let you know when you should be able to redeem your points successfully. |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:58:25.769232+00:00 | (hesitant) Fine. Transfer me. |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:58:27.615386+00:00 | Great, I'll go ahead and transfer you now. Thank you for holding, Mauricio. |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:58:33.615386+00:00 | (frighing) Yeah, like I was telling the other guy, I've been trying to redeem my points for weeks now and it's not working. I get an error message that says "invalid request" and then it kicks me back to the login page. |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:58:53.000001+00:00 | (surprised) Uh, yeah. That's nice, I guess. Thanks. |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:58:56.692309+00:00 | (moreightly less irritated) No, that's it. Thanks, I guess. |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:59:00.846155+00:00 | Hi Mauricio, just is Marty again. I just wanted to follow up and make sure that everything was taken care of for you. It sounds like our rewards department was able to help you resolve the issue with your account and that you've been given 5,000 bonus points for the inconvenience. Is there anything else I can assist you with today? |
47b56f4a736e489ab547ece6827d0107 | client | 2023-09-01T11:59:29.000001+00:00 | (less irritated) No, that's it. Thanks, Marty. |
47b56f4a736e489ab547ece6827d0107 | agent | 2023-09-01T11:59:32.230770+00:00 | You're welcome, Mauricio. Thank you for choosing Union Financial. Have a great day! |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:02:38+00:00 | Good, thank you for calling Union Financial. How can I assist you today? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:02:44+00:00 | Hi, I need to file a notice of bankruptcy. |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:02:48.153846+00:00 | Alright, sorry you please provide me with your name and account number so I can locate your information? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:02:56.461538+00:00 | Sure, my name is Shayne and my account number is 1234567890. |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:03:01.538461+00:00 | Thank you, Shayne. I to confirm, are you calling to inform us that you've be filing for bankruptcy? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:03:09.846153+00:00 | Yes, that's correct. |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:03:11.230768+00:00 | I apologize, but I need to verify your identity before we proceed. Can you please provide me with your social security number or date of birth? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:03:23.230768+00:00 | Um... my social security number is XXxxxx-xx-xxxx. |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:03:26.461537+00:00 | Thank you, Shayne. Now, could you tell me a little bit more about your situation and why you're considering bankruptcy? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:03:35.692306+00:00 | Well, I recently lost my job and have been struggling to make ends meet. I've fallen behind on my bills and my can't seem to catch up. |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:03:48.153844+00:00 | Sorry to hear that, Shayne. Bankruptcy can definitely be a difficultable option in situations like yours. Have me just pull up your account real quick. (pause) Okay, it looks like we do have a few options available to you. Would you like me to go over some possible solutions with you? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:04:11.692306+00:00 | Yes, please. |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:04:12.615383+00:00 | Great. The first option would be to work out a payment plan with us, where we can temporarily suspend payments or reduce your amount you owe each month until you're back on your feet. Another option would be to look a debt consolidation loan, which would allow you to combine all of your outstanding debts into one loan with a lower interest rate and a longer repayment period. Finally, we also offer credit counseling services that can help you develop a plan to manage your finances and get back on track. Which option sounds most appealing to you? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:04:57.846152+00:00 | Hmm...I think the payment plan might work best for me right CanMyrna: That's definitely a good choice. Let'll go ahead and put together a proposal for a payment plan that email it to you. In the meantime, I'll also send over some additional on our credit counseling services, just in case you'd like to explore that option further. well. Is there anything else I can assist you with today, Shayne? |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:05:30.153844+00:00 | Nope, that covers everything. Thanks for your help, Myrna! |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:05:34.307690+00:00 | You're welcome, Shayne. It was my pleasure.ing you. Please don't hesitate to reach back if you have any other questions or concerns down the road. Have a great day! |
ad41cf05815f461492f4d8116a8a4556 | client | 2023-09-04T13:05:47.692305+00:00 | Thanks, you too! |
ad41cf05815f461492f4d8116a8a4556 | agent | 2023-09-04T13:05:49.076920+00:00 | Bye for now. |
cd6b591087e34f58902e13f6c15af2be | client | 2023-09-21T13:17:20+00:00 | Hi, I need to speak with someone regarding safety deposit boxes. I' last week and still haven't received a resolution to my issue. |
cd6b591087e34f58902e13f6c15af2be | agent | 2023-09-21T13:17:30.615385+00:00 | Sorry to hear that, Julia. Can you please provide me with more details about your concern? What specifically happened when you called last week? |
cd6b591087e34f58902e13f6c15af2be | client | 2023-09-21T13:17:41.692308+00:00 | I, I was told that there were no available safety deposit boxes at the branch near my house. but I was need one urgently. I representative I spoke with said she would escalate the matter to her supervisor, but nobody got back to me. |