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a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:18:06.615380+00:00 | Great, thank you. Can you please provide a reason for closing your account? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:18:12.615380+00:00 | Yeah, I'm just not using it anymore and I want to consolidate my finances. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:18:19.076918+00:00 | Understood. I there a specific date you'd like to close the account? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:18:24.615380+00:00 | How about today? |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:18:25.999995+00:00 | Sure, I can take care of that for you. Is there anything else I can assist you with today, Jewel? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:18:35.230764+00:00 | Nope, that's all for now. Thanks again, Elinor! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:18:38.923072+00:00 | You're welcome. Have a good day, Jewel. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:18:42.153841+00:00 | You too, thanks! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:18:43.538456+00:00 | Thank you for calling Union Financial. My name is Elinor, how may I assist you today? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:18:50.923071+00:00 | Hi Elinor! I'm calling to report my debit card as lost or stolen. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:18:56.923071+00:00 | Sorry to hear that, Jewel. Can you please verify your identity so that I can better assist you? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:19:05.230763+00:00 | Sure thing! My account number is 1234567890. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:19:08.461532+00:00 | Great, thank you. Can you please provide the last four digits of the card that was lost or stolen? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:19:17.230763+00:00 | Sure, it's 1234. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:19:18.615378+00:00 | Okay, I've placed a hold on your account and ordered a new card to be sent to you. Is there anything else I can assist you with today, Jewel? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:19:31.999993+00:00 | Nope, that's all for now. Thanks again, Elinor! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:19:35.692301+00:00 | You're welcome. Have a good day, Jewel. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:19:38.923070+00:00 | You too, thanks! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:19:40.307685+00:00 | Thank you for calling Union Financial. My name is Elinor, how may I assist you today? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:19:47.692300+00:00 | Hi Elinor! I was hoping to get some information about my account. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:19:53.230762+00:00 | Of course, Jewel. Can you please verify your identity so that I can better assist you? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:20:00.615377+00:00 | Sure thing! My account number is 1234567890. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:20:03.846146+00:00 | Great, thank you. What information are you looking to obtain about your account? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:20:09.846146+00:00 | I'd like to know my current balance and any recent transactions. |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:20:14.923069+00:00 | Sure, your current balance is $1,234.56 and your most recent transaction was a debit of $50.00 at Target on 02/10/2023. Is there anything else I can assist you with today, Jewel? |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:20:29.230761+00:00 | Nope, that's all for now. Thanks again, Elinor! |
a9a661f0f4ff482f9a699d0c976ce705 | agent | 2023-09-21T13:20:32.923069+00:00 | You're welcome. Have a good day, Jewel. |
a9a661f0f4ff482f9a699d0c976ce705 | client | 2023-09-21T13:20:36.153838+00:00 | You too, thanks! |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:02:50+00:00 | Thank you for calling Union Financial. My name is Levi, and I'll be happy to assist you today. How can I help you? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:03:00.615385+00:00 | Hi,vi, I'm trying to access my corporate banking services, but I'm having some trouble logging in. Can you please help me? |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:03:10.307693+00:00 | Of course, Faye. I apologize for any inconvenience this has caused. Let me see what might be the issue. Can you please verify your account information for me? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:03:23.230770+00:00 | Sure. My account number is 1234567890. |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:03:26.000001+00:00 | Great. Now, I you tell me a little bit more about the issue you're experiencing? Are you receiving an error message or is the login page just not loading properly? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:03:39.846155+00:00 | Yeah, I'm getting an error message that says my username and password are incorrect, but I know I'm entering them correctly. |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:03:49.538463+00:00 | Okay see. In that case, let'm going to need to take a few extra steps to verify your identity. Can you please provide me with your full name and date of birth? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:04:04.307694+00:00 | Ugh, really? Fine. My name is Faye Smith, and my date of birth is January 1st, 1990. |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:04:12.153848+00:00 | Alright, Faye. Now, I'm going to ask you a few security questions to further verify your identity. What is your mother's maiden name? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:04:22.769233+00:00 | Seriously? This is ridiculous. My mother's maiden name is Johnson. Can we just get on with this already? |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:04:31.076925+00:00 | I understand your frustration, Faye, but I assure you that these steps are necessary to protect your personal and financial information. Now, can you please me the last four digits of your social security number? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:04:47.230771+00:00 | Oh, for crying out loud. It's 1234. Is that enough? Can we move on now? |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:04:54.153848+00:00 | Yes, that's all I need. I apologize again for the inconvenience, Faye. I'm going to go ahead and reset your login credentials. You should receive an email with instructions on how to log back in within the next hour. In the meantime, would you like me to walk you through the process of setting up a new password? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:05:20.923079+00:00 | No, I think I can handle it from here. Just give me the email and let me deal with it myself. |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:05:30.615387+00:00 | Understood. Is there anything else I can assist you with today, Faye? |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:05:36.153849+00:00 | No, just get me the email and let me get back to work. |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:05:42.153849+00:00 | Alright, Faye. I've sent the email to the address associated with your account. Please let me know if you have any other issues or concerns. Have you for choosing Union Financial, and have a great day. |
7a9c3108f9064c05ab236d1264d788bd | client | 2023-09-09T15:05:58.769234+00:00 | Yeah, yeah. Bye. |
7a9c3108f9064c05ab236d1264d788bd | agent | 2023-09-09T15:06:00.153849+00:00 | Thank you for Faye. Have a great day. |
7c9cae3732dd4696995949b0626abaf1 | agent | 2023-09-19T16:05:49+00:00 | Good afternoon, thank you for calling Union Financial. My name is Eldora, how can I assist you today? |
7c9cae3732dd4696995949b0626abaf1 | client | 2023-09-19T16:05:57.307692+00:00 | Yeah, hi. I'm calling to find out what thes going on with this bank merger thing. I got some letter in the mail saying that my account is gonna be affected or but it didn't really explain anything. Can you tell me what's happening? |
7c9cae3732dd4696995949b0626abaf1 | agent | 2023-09-19T16:06:17.615384+00:00 | Of course, I'd be happy to help clarify things for you. The letter you received was likely informing you that Union Financial is merging with another bank, and as a result, some changes will be taking place with your account. |
7c9cae3732dd4696995949b0626abaf1 | client | 2023-09-19T16:06:36.076922+00:00 | Okay, so what kind of changes are we talking about here? Are they gonna start charging me more fees or something? |
7c9cae3732dd4696995949b0626abaf1 | agent | 2023-09-19T16:06:45.769230+00:00 | Actually, we're simplifying our fee structure, so many of our customers will see a reduction in fees. Additionally, you'll have access to a larger AT of ATMs and branches, as well as some new digital banking features. |
7c9cae3732dd4696995949b0626abaf1 | client | 2023-09-19T16:07:02.846153+00:00 | Hmm doesn't sound so bad, I guess. But what about my account number? routing number? Do I need to update anything? |
7c9cae3732dd4696995949b0626abaf1 | agent | 2023-09-19T16:07:12.538461+00:00 | Yes, your account number and routing number will change as part of the merger. But don't worry, we'll provide you with all the information you need to update any automatic payments or direct deposits you may have set up. And if you have any questions or issues during the transition, you can always reach us a call or visit one of our branches for assistance. |
7c9cae3732dd4696995949b0626abaf1 | client | 2023-09-19T16:07:42.538461+00:00 | Alright, I think that covers everything. Thanks for explaining it to me, I guess. |
7c9cae3732dd4696995949b0626abaf1 | agent | 2023-09-19T16:07:48.999999+00:00 | You're welcome, Gaye. Is there anything else I can help you with today? |
7c9cae3732dd4696995949b0626abaf1 | client | 2023-09-19T16:07:54.999999+00:00 | Nope, that's it. Bye. |
7c9cae3732dd4696995949b0626abaf1 | agent | 2023-09-19T16:07:56.846153+00:00 | Have a good day, Gaye. Thank you for choosing Union Financial. |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:27:10+00:00 | Good, thank you for calling Union Financial. My name is Emmie, how can I assist you today? |
1c82811b8ffe45c898638eea43d0e2a8 | client | 2023-09-25T16:27:17.846154+00:00 | Hi Emmie, I'm looking for information on your lockbox services for myes. Can you help me with that? |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:27:26.153846+00:00 | Of, of course! Let me just verify your identity real quick. Can you please provide me with your account number or business name? |
1c82811b8ffe45c898638eea43d0e2a8 | client | 2023-09-25T16:27:36.769231+00:00 | Sure! My business name is "Sheila's Sweets" and my account number is 1234567890. |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:27:42.769231+00:00 | Great, thank you for providing that information. Now, regarding our lockbox services, we offer a variety of options to fit your business needs. Would have a standard lockbox that comes with a key, a smart lockbox that can be accessed using a mobile app, and a high-security lockbox that requires both a key and a code. Which option are you interested in? |
1c82811b8ffe45c898638eea43d0e2a8 | client | 2023-09-25T16:28:11.384616+00:00 | Hmm, that's a tough choice. Can you tell me more little bit more about each option? |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:28:18.769231+00:00 | Absolutely! Our standard lockbox is a great option if you wantre looking for something simple and easy to use. It comes with a physical key that you can use to access the box. Our smart lockbox is a good choice if you prefer the convenience of being able to access the box using your mobile device. You can download an app that will allow you to open and close the lockbox remotely. And lastly, our high-security lockbox offers the most protection. It requires both a key and a code to access the box, making it ideal for businesses that handle sensitive materials. |
1c82811b8ffe45c898638eea43d0e2a8 | client | 2023-09-25T16:29:05.846154+00:00 | That helps a lot, thank you! I think I'm interested in the high-security lockbox. Can you tell me more about the process of accessing it? |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:29:17.384616+00:00 | Certainly! With the high-security lockbox, you'll need to enter a unique code along with using the physical key. This adds an extra layer of security to ensure that only authorized personnel can access the contents of the box. Additionally, we also offer dual control, which means that two people must be present to access the box. This feature provides an added level of security and internal controls for your business. |
1c82811b8ffe45c898638eea43d0e2a8 | client | 2023-09-25T16:29:49.692308+00:00 | Yes, that would be great. Thank you! |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:29:52.923077+00:00 | Sure thing! So, first you'll need to identify the individuals who will be responsible for accessing the lockbox. These individuals will need to have their own unique codes and keys. Once you've identified them individuals, you can contact our customer service team and we'll set up a time to them to come in and sign the dual control agreement. After that, we'll provide you with the necessary documents and instructions on how to properly with the dual control process. Does that make sense? |
1c82811b8ffe45c898638eea43d0e2a8 | client | 2023-09-25T16:30:31.230769+00:00 | Yes, that sounds straightforward.. Thank you for walking me through that, Emmie. |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:30:36.769231+00:00 | You're welcome! Is there anything else I can assist you with today? |
1c82811b8ffe45c898638eea43d0e2a8 | client | 2023-09-25T16:30:42.307693+00:00 | No, that covers everything. Thanks again for your help, Emmie! |
1c82811b8ffe45c898638eea43d0e2a8 | agent | 2023-09-25T16:30:46.923078+00:00 | You're welcome, Sheila. Have a great day! |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:02:43+00:00 | Hello, Thank you for holding. My name is Ava and I'll be happy to assist you with your concern.. Can you please provide me with your name and account number so I can verify your identity? |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:02:59.615385+00:00 | Hi Ava, my name is Luz and my account number is *******. |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:03:05.153847+00:00 | Great, thank you Luz. How can I assist you today? |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:03:09.769232+00:00 | Hi Ava, I'm actually calling because I recentlym currently traveling abroad and I realized that I left my Union Financial card in my hotel room. I'm not sure if it's been cancelled or not, but I need to make sure that no one uses it while I'm away. |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:03:31.923078+00:00 | I understand your concern, Luz. Let me check on the status of your card real quick. Canyou wait just a moment? |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:03:41.615386+00:00 | Sure, thank you. |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:03:43.000001+00:00 | Alright, I've checked on your card and it looks like it's still active. Would you like me to cancel it for you and issue a new one? Or would you prefer to place a hold hold on it until you return? |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:04:01.923078+00:00 | That, that's a t question. What do you recommend? |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:04:06.076924+00:00 | Well, if you're unsure when you'll be able to retrieve your card, it might be best to cancel it and have a new one. That way, you won't have to worry about anyone using it while you're away. And we can also send you a replacement card to your home address, so you'll have it when you return. |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:04:32.846155+00:00 | Okay, that makes good. Can you also add a emergency contact on file for me? In case something happens and I'm travel and someone needs to reach me? |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:04:45.769232+00:00 | Absolutely, Luz. I can definitely do an emergency contact for you. Who would you like to list as your emergency contact? |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:04:55.461540+00:00 | Hmm, let me think. how about my sister? Her name is Maria and her phone number is *******. |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:05:03.769232+00:00 | Great it, I've added Maria as your emergency contact. Is there anything else I can assist you with today, Luz? |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:05:13.000001+00:00 | No, that's all. Thank you so much for your help, Ava. You've been really helpful. |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:05:19.923078+00:00 | You're welcome, Luz. It was my pleasure to assist you. Don't hesitate to call us again if you need anything else while you're traveling. Have a great day! stay safe! |
93abd26f171e4864afd2f6a352091045 | client | 2023-09-04T08:05:33.769232+00:00 | Thanks, you too. Bye! |
93abd26f171e4864afd2f6a352091045 | agent | 2023-09-04T08:05:35.615386+00:00 | Bye, Luz. Have a great day! |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:32:33+00:00 | Hi Rodrick, I'm calling because I recentlym currently traveling and I realized that I misplaced my debit card. I need to report it lost or stolen so that no one can use it. |
4e060b6b55ca49939bacfc1d421fb984 | agent | 2023-09-19T10:32:48.230769+00:00 | Sorry to hear that Ag Agnes. Can you please provide me with your account number so that can locate your information? |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:32:57.923077+00:00 | Yes, it's 1234-67890. |
4e060b6b55ca49939bacfc1d421fb984 | agent | 2023-09-19T10:32:59.307692+00:00 | Thank you, Agnes. Now, before we proceed, I just want to verify some information for security purposes. Can you please confirm your full name and date of birth? |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:33:12.230769+00:00 | Of course. My full is Agnes Smith, and my date of birth is January 1st, 1995. |
4e060b6b55ca49939bacfc1d421fb984 | agent | 2023-09-19T10:33:19.615384+00:00 | Great, thank you for confirming that. me, Agnes. Unfortunately, let me put you on hold for just a moment while I take care of reporting your card as lost or stolen. |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:33:33.923076+00:00 | Okay, thank you. |
4e060b6b55ca49939bacfc1d421fb984 | agent | 2023-09-19T10:33:35.307691+00:00 | Alright, I've taken care of it. You should receive a new card within the next 5-5 business days. In the meantime, would you like me to transfer you to our emergency contact department so that they can assist you in any further needs you might have while traveling? |
4e060b6b55ca49939bacfc1d421fb984 | client | 2023-09-19T10:33:57.461537+00:00 | That would be great, thank you. |
4e060b6b55ca49939bacfc1d421fb984 | agent | 2023-09-19T10:34:00.230768+00:00 | Sure thing, Agnes. Just one more thing before I transfer you. Can you please confirm your you're aware that there may be additional fees associated with emergency contact services? |