Card Services
Customer calls in because they are trying to make a debit card purchase online and the transaction keeps getting declined with a 338 decline code.
Two way alerts demo
Customer is calling to transfer funds from checking to savings.
Making Internal Transfers
Customer (without online banking) is calling to see who a check was written to.
Enroll in Online Banking, Enrolling in Mobile Banking Demo
Customer is calling to see when their Social Security will be deposited in their account.
Add Account Alerts
Customers card is damaged and the chip keeps getting declined in the stores.
Order a Replacement Card
Customer wants to know how they can transfer funds from their M&T account to their Chase Bank account online.
Bank to Bank Transfers, Add an External Account, Schedule Bank to Bank Transfers
Customer is calling in for their balance.
Adding Account Alerts Demo
Customer mentions wanting to meet with a specific branch representative but is unsure of when they would be available.
Schedule an Appointment, Cancel and Appointment
Customer noticed a fraudulent charge that occurred over the weekend, but they just now found the time to call.
Lost or Stolen demo
Customer wants to transfer funds from their M&T Account to their sons M&T account, which they are not titled on.
Enrolling in Zelle, Sending Money with Zelle
Customer is calling in because they need a copy of the last 12 months statements for a meeting with their accountant the next day.
Enroll and Download EStatements
Customer mentions wanting to open a savings account but is unable to make it to a branch.
Online Account Opening
Customer calls in stating that their card keeps getting declined, you see that we sent the customer a two-way alert text but the customer says that they never received it.
Enrolling a Mobile Number for Text Alerts
Customer is unsure of whether or not a zelle payment they sent to a friend was received.
Reviewing Zelle Payments
Customer wants to deposit a personal check from their employer and needs the funds available immediately.
Mobile Check Deposit Demo
Customers account is frequently overdrawn and mentions finding it hard to budget.
Enroll in Money Smart