utterance: You have reached Intellibank customer service helpline. Please, how may I assist you?

utterance: Yeah, hello. How are you?

utterance: I'm doing good, ma'am. Please, how may I be of assistance?

utterance: Well, customer service guy.

utterance: Yes, ma'am. I'm at your service.

utterance: Do you even have a name?

utterance: Yes, ma'am. You can call me Mike, ma'am. Please, how may I assist you today?

utterance: OK, Mike. I have been trying to send my friend some money for days now. It just won't go through. Can you help?

utterance: Sure I can. Please, can you provide me with your full name, ma'am?

utterance: Yeah, right. I am Jane Anderson.

utterance: OK, is it all right if I call you Jane?

utterance: Yes, Mike. You can call me Jane.

utterance: OK, Jane. If I if I understand you correctly, you would like to make a transfer to a friend.

utterance: Yes, please.

utterance: OK. I will assist you with this. However, to process your request I would require some more information about your account and the intended transaction as well.

utterance: OK, whatever. So much information. It's really frustrating. Oh, OK, it's fine.

utterance: I duly apologize, Jane. Please know that this information is required to preserve the integrity of your account.

utterance: I understand, please proceed.

utterance: Thanks for your understanding, Jane. Please provide me with the last four digits of your social security number.

utterance: OK, social security number, last four digit number. OK that would be one, zero, nine, three. One, zero, nine, three. Yeah.

utterance: Thank you for that information. Please, may I have your date of birth?

utterance: That would be eighteenth August nineteen ninety-six.

utterance: Thank you for confirming your information. However, there is one last security question required before I can process your request for a transfer.

utterance: Now you guys are doing it again. Haven't I provided enough information already?

utterance: I am very sorry, Jane. However, this information is necessary to keep your account safe. I am sorry for any inconvenience this may have cost you.

utterance: It's fine. Please proceed.

utterance: Thank you. Please, may I know the name of your first pet?

utterance: Dumbo, my brown German Shepard.

utterance: Confirming that information, Jane. Your pet's name is Dumbo.

utterance: Yes, as in Dumbo. D U M B O. Dumbo.

utterance: OK. Dumbo as in D for dog. U for umbrella. M for man. B for black. O for orange.

utterance: Yeah, that's correct.

utterance: Thank you for confirming and verifying your identity.

utterance: Finally.

utterance: I'll proceed to process your request, Jane. But, please may I have the account number you would like to send these funds from?

utterance: Send funds from my accounts.

utterance: Yes, Jane, we will send these funds from your account. However, you have more than one account with us at Intellibank. Please call out the account number you would like to transfer these funds from.

utterance: Oh, OK, let me check my diary. Give me a sec.

utterance: Go ahead, Jane. Please take as much time as you may need.

utterance: OK, found it. it's a checking account. and the account number is three, five, one, one, zero, seven, four, nine, nine, one. I'll it again. Three, five, one, one, zero, seven, four, nine, nine, one. Yeah.

utterance: Thank you for providing your account number. May I know how much you would like to transfer?

utterance: I would like to transfer two hundred dollars and fifty cents, please.

utterance: OK, Jane. Two hundred dollars and fifty cents, right?

utterance: Yes, please.

utterance: May I know the recipient's account is in the United States or another country.

utterance: Yeah, my friend is in the United States.

utterance: May I have the recipient's account number?

utterance: Give me a moment. Let me check my for that.

utterance: That's not an issue, Jane. ahead.

utterance: OK, found it. It's three, eight, two, two, zero, four, seven, three, one, four. I'll it again. Three, eight, two, two, zero, four, seven, three, one, four.

utterance: May I have the recipient's routing number?

utterance: Routing number?

utterance: Yes, Jane, a routing number. It's a nine digit number that helps direct your transfer to the right bank.

utterance: Oh, OK. Just saw it in the chats. It six, one, three, one one, five, one, nine, seven. I'll take it again. Six, one, three, one, one, five, one, nine, seven.

utterance: Thank you for providing the relevant information. I want to quickly check through the information you provided earlier.

utterance: All right, go ahead.

utterance: Jane, you are about to ensure a transfer from your account with account number three, five one, one, zero, seven, four, nine, nine, one to recipient account number three, three, eight two, two, zero, four, seven, three, one, four. With routing number six, one, three, one, one, five, one, nine, seven. For the sum of two hundred dollars and fifty cents. Please say yes, I agree, to confirm this transaction.

utterance: Yes, I agree.

utterance: Great. Please know that this transaction will cost you two dollars and fifty cents in processing fees. Do you acknowledge these fees? Please say yes, I agree, to confirm.

utterance: Yes, I agree.

utterance: Thank you, Jane. Please hold while I process your transaction.

utterance: OK.

utterance: Thanks for holding, Jane. Your transaction has been processed and confirmed. Your friend should get these funds within one to three working days. You should get an email soon with further information concerning your transaction.

utterance: Thanks, Mike. You have been helpful.

utterance: Glad I could help, Jane. Please, may I know there's anything else I can assist you with today?

utterance: Not really. It's just that my bank does not does not display all my transactions most times.

utterance: I apologize about that, Jane. I am very sorry your bank app doesn't currently display your recent transaction. Although, I would advise you update your mobile app to the latest version. Simply do this by opening the Play store or Apple app store app on your device as the case may be and search for the app and click update button. This should solve the problem.

utterance: Oh, OK, thank you.

utterance: Will that be all for now, Jane?

utterance: Yeah, I think so.

utterance: Kindly give us a call or reach out to us by any of our official platforms on Facebook, Twitter, email, or by live chat on our website if you have any concerns.

utterance: OK. Thanks a lot, Mike.

utterance: Thank you, Jane, for calling Intellibank customer service. Do have a wonderful day, OK?


speaker_role: Agent

utterance: Thank you for calling Intellibank, where we value our customers. This is Brenda. How may I help you?

speaker_role: Customer

utterance: yes, my car payment is going to post, and I'm not sure that there's enough money in there to account for that. So I don't want it to bounce, or whatever.

utterance: OK. Let me help you with that. Who am I speaking with today?

utterance: It's Jill Baker.

utterance: All right. And do you prefer that I call you Jill, or Ms. Baker?

utterance: It doesn't matter. You can call me Jill.

utterance: OK Jill. So, we need to check your account balance to determine if you have enough funds in it to cover a payment that you have drafting soon. is that what I'm understanding correctly?

utterance: Yes, that's right. So I d~, I just bought a twenty twenty Rouge, and I got really great deal on it. And I just don't want this payment not to process and mess something up for me. Because I really like the car.

utterance: OK Jill. I can totally understand that. Let's just check into this, OK? What's your account number?

utterance: It's three four six zero two nine nine eight.

utterance: OK. And is this a checking or a savings account?

utterance: It's my checking account. it's on automatic draft payment like thing.

utterance: So it usually just comes out of the account immediately. Should I try to contact the car company and, and ask them to change my information or something?

utterance: Jill, can you give me just a moment? I'm going to look at your account. I'm going to get that open, and then we can look and see what options you have, OK?

utterance: OK. Thank you.

utterance: OK Jill, what is your date of birth?

utterance: It's March second of nineteen eighty.

utterance: All right, Jill, and it looks like you have a security question. Could you tell me the city you were born in?

utterance: I was born in .

utterance: OK Jill, let me look here.

utterance: Let me get your account pulled up. So it does look like you have an account balance of three hundred and nine dollars and thirty cents in your checking account.

utterance: Is that gonna be enough to cover your payment?

utterance: No, it's not. My, my payment's four oh five ninety.

utterance: OK. Lemme, lemme look here for you. Do you have any other accounts with Intellibank?

utterance: Yeah, I do. I have a savings account with you guys.

utterance: OK. Can you tell me what the account number is for the savings account? And we can look at that.

utterance: Yeah. So that one's eight three seven three two zero eight.

utterance: OK. Thank you, Jill. Lemme take a look here and see what I can find.

utterance: OK.

utterance: So it does look like your savings account has an available balance of three hundred and ninety-eight dollars and three cents.

utterance: Did you want me to maybe transfer the difference from your savings account to your checking account, to cover that payment?

utterance: yeah actually. That would be great. can you tell me how much I'm going to need to transfer out of that, though, to cover it?

utterance: OK. So it looks like you said you ha~, we said that you had three hundred and nine dollars and thirty cents in your checking account. So in order to cover that payment you said you had posting the four oh five ninety you would need to transfer at least ninety-six dollars and sixty cents to your, to your checking account from your savings account.

utterance: Oh, OK then. I can do that.

utterance: OK. Me just a moment and I'll, and I'll get that transferred for you, OK?

utterance: No problem. I appreciate all your help. are you in Kansas City?

utterance: Yes, yes I am. I am also in Kansas City.

utterance: do you think we're gonna get that big ice storm they keep talking about?

utterance: I mean they seem pretty confident that we're gonna get it. And the temperature is supposed to drop throughout the day. So it sounds like it may be possible.

utterance: Yeah, I'm gonna go ahead and just plan on working from home the next few days. Because I really don't want to be out on the ice. Especially if it gets as bad as they say it's going to.

utterance: yeah, I don't blame you. It sounds like they are expecting the road conditions to get pretty extreme. So it's probably not the safest thing to be out on the roads. And it's probably safer to be home.

utterance: Yeah, that's for sure.

utterance: OK, Jill, so it does look like this account has a four digit passcode. Do you happen to know what that passcode is?

utterance: Yeah, so that's not my ATM pin though, right? That's like a totally different number?

utterance: For the, for this passcode, right?

utterance: Yeah. So the passcode should, should not normally be the same as your ATM pin.

utterance: this would've been created. It would've been something that would've been asked of you whenever you first opened your account with us.

utterance: OK. I'm pretty sure it's two one zero nine. Can you tell me if that's right?

utterance: Yeah. Yeah Jill, that is the correct answer.

utterance: So let me get that money transferred over for you now. Give me just a moment, OK? Jill, are you going to want a receipt for this today?

utterance: yeah, if you could send me one, that'd be great.

utterance: OK. All right, Jill, so I got the money transferred over. And let me just confirm your email address.

utterance: so that way I can get a receipt sent out to you too. So it looks like it's Jill Bean, J I L B E A N nine zero at Yahoo dot com. Does that sound right to you?

utterance: Yeah that's my, that's my email address. That's correct.

utterance: OK. I'm gonna go ahead and send that receipt over to you as well real quick here.

utterance: OK. So I've got the receipt sent to you, and I've got the money transferred over. Was there anything else that I could do for you today?

utterance: No, I, I really want to thank you so much. I appreciate all your help with this. I'm, I'm gonna get my payment covered now, and that's really all that matters. I appreciate it a great deal.

utterance: It's no problem, Jill. Thank you for choosing Intellibank. And you enjoy your day, OK?


utterance: Thank you so much for calling Intellibank. My name is Michelle. Who do I have this pleasure of speaking with today?

utterance: Yeah. My name is Amelia Jones.

utterance: Hi Amelia. How are you today?

utterance: I'm doing well. How about yourself?

utterance: I'm great. Thank you. It's busy today.

utterance: yes.

utterance: all right. So, I've got some of your information pulled up here already. Can you verify your account or credit card number for me?

utterance: Yeah. My card number is four two three two one two three four five six seven eight one zero zero one.

utterance: OK. Perfect and how can I help you?

utterance: So, I just need to update my information. My address, phone number. That sort of information. If I could, please.

utterance: Oh, yeah. I'd be happy to help you with that. Easy enough.

utterance: let me go ahead and finish verifying your account here to make sure we're protecting your security.

utterance: can you confirm your date of birth for me?

utterance: Yeah. It's six seven of nineteen seventy.

utterance: OK. Perfect and also you have a security question here. It's a five-digit PIN.

utterance: A five-digit PIN. one one zero six seven zero.

utterance: OK. Excellent.

utterance: And I just need one more piece of information. it can you verify your driver's license for me?

utterance: six one six four six oh oh.

utterance: OK. Perfect. I appreciate all of that information and you said you were needing to update some of your personal information. Is that correct?

utterance: Yes, please. I just bought a new house and we're moving in and I just wanted to make sure I got my address, my new address information, updated with you.

utterance: Yeah. Absolutely! That's kind of exciting. Isn't it?

utterance: Yeah. Absolutely! I'm very excited.

utterance: awesome. All right. So let's go ahead and have your address updated here.

utterance: can you go ahead and give me the new address, please?

utterance: new address is gonna be five zero.

utterance: Five zero.

utterance: First Street. in Salem, Oregon. Nine seven three zero one.

utterance: OK. Perfect and what is the street address that we'll be replacing?

utterance: So, the previous address is one two three four Main Street in Salem, Oregon nine seven three zero one.

utterance: OK.

utterance: Perfect. All right. So is this change going to be made right away. Have you already moved or

utterance: So this should go into effect in about a week.

utterance: We'll be able to move in within a week's time.

utterance: OK. OK. So I'll go ahead and update this address here if for you in one week. one week from today and there we go. Perfect. So that has been put in here. I do have one question. we do have a way easier and faster way for you to update your personal information. um and that's through our online banking. Have you considered that or do you want me to walk you through that or.

utterance: Oh yeah.

utterance: Well, I I don't have my online banking set-up. I know that I probably would have been much easier to be able to do this through online banking. but is there some kind of link that you need to send to me? to be able to set that up?

utterance: I can. Absolutely. I do have your email address on file here. If you would like I can email it to you. Otherwise, it is just our website um Intellibank dot com. and you'll see right away a net link and in there underneath your account profile tab is where you can update all of you personal information. Phone number, address, things like that.

utterance: OK.

utterance: OK.

utterance: So is there any sort of like activation code that you're gonna send to my email?

utterance: I won't be. No. but when you sign up online, it could ask you for a verification code or something just to confirm that you're not a robot. But yeah.

utterance: Oh OK.

utterance: How.

utterance: I won't be sending you. I can send you the link though if you would like to your email address.

utterance: Yeah. That will be great. Do do you need my email address?

utterance: I do have it on file here. if you wanna go ahead and verify. Make sure that it's still up-to-date.

utterance: Yes. It's Amelia dot jones at Yahoo dot com.

utterance: At Yahoo. OK. Yeah, that's exactly what we've got here.

utterance: Yes.

utterance: Oh, perfect.

utterance: OK. Wonderful. So, I've got that address updated and everything else looks good here.

utterance: Is there anything else that I can help you with today?

utterance: One other thing really quick. I do want to add an additional phone number to my account as well. if that's OK.

utterance: Yeah. Absolutely an additional on top of the phone number.

utterance: Yes like like a home phone number. So you have my cellphone number but I'll go ahead and add my home phone number since it's gonna be a new home phone number.

utterance: OK. Perfect. Yes, I can do that for you. Go ahead with the new number, please.

utterance: So that new home phone number will be five oh three nine nine nine five five four four.

utterance: Five five four four.

utterance: That's correct.

utterance: OK. I've got it in here and you will get two letters in the mail for both of these changes, the address and the phone number. Just to let you know.

utterance: OK.

utterance: All right. Perfect. So we've got both the address and number updated. Is there anything else I can help you with today?

utterance: No. I think that's good. You have a great evening.

utterance: Thank you. You too. Bye bye.

utterance: Thanks.

utterance: Buh-bye.


utterance: Thank you for calling Intellibank. This is Vicky. How may I help you?

utterance: Hi, Vicky. My name's Nate. I'd like to do a money transfer from my Intellibank checking account into my account at my credit union, credit union.

utterance: OK, Nate, I'd be happy to assist you today. To start, lets retrieve your account. What's your full name and date of birth?

utterance: My name is Nathan Emory, but I go by Nate. And my date of birth is September twenty-first, nineteen ninety-nine.

utterance: Thank you. Please verify your account number for me.

utterance: Sure. My account number is zero zero one six three nine two two one seven.

utterance: zero zero one six three nine two two one seven?

utterance: Yep, that's right.

utterance: And what is the name of your first pet?

utterance: Winky.

utterance: All right, thank you, Nate. I see you have a balance of one hundred and thirty-eight dollars and ninety-two cents in this account.

utterance: Yeah, that's sounds right. and by the way does Intellibank offer web banking? would I be able to do this faster myself online?

utterance: Intellibank does offer online banking and you are welcome to create an account at our website. I could send you an email with credentials for log in if you'd like. However, I'm not sure it would save you any time. I'm confident we can get this wire transfer completed quickly and efficiently here, right now, over the phone. This process will take less than ten minutes. Would you like to continue or would you rather I emailed you your credentials to create an online bank account?

utterance: no, let's go ahead and get this done.

utterance: Certainly, sir. Is this going to be a domestic or an international transfer?

utterance: well, it's to my credit union across town. They just built it there. It's based out of New York. I know they have branches in Canada, but my account is at the branch here in town.

utterance: OK, yeah, that would be domestic.

utterance: Yeah, I thought so.

utterance: OK, and Nate, please provide me with the routing number for the account you'd like me to forward your funds to.

utterance: could you tell me where the routing number is?

utterance: it's the first set of numbers on the bottom left of your checks. It should be nine numbers.

utterance: OK. OK, I found it. the routing number is nine eight two five four three six four four.

utterance: Nine eight two five four three six four four.

utterance: Yep.

utterance: Thank you and what is the account number?

utterance: Oh, shoot. All right one minute while I grab that. I, I thought I have everything. I, I thought I had everything right here.

utterance: No problem. Take your time.

utterance: OK, I've got it. it's seven four five six two eight nine nine one zero.

utterance: Seven four five six two eight nine nine one zero?

utterance: Yeah.

utterance: OK, thank you. And how much are you looking to transfer today?

utterance: Let's move a hundred dollars.

utterance: One hundred. OK, one moment while I put all that information together, and then I will ask you to confirm it before I submit. All right. I have this Nathan Emory is authorizing a domestic wire transfer in the amount of one hundred dollars from Intellibank checking account number zero zero one six three nine two two one seven. We are sending these fund to another financial institution and the routing number is nine eight two five four three six four four. The account number is seven four five six two eight nine nine one zero. Does this information sound correct?

utterance: Mhm, that's right.

utterance: OK, I will go ahead and process the request. It will be final within thirty minutes. You'll receive an email confirmation of this transfer when the funds have posted to the forwarding account. Is the email on file still correct? N Emory at hotmail dot com?

utterance: Yeah, that's right.

utterance: Great. I'll be just a moment and I'll have a transaction ID number for you to write down.

utterance: No hurry. How's your day going, Daisy? I'm sorry, Vicky. I forgot your name for a second.

utterance: That's all right. No problem, Nate. My day's going pretty good. How about yours?

utterance: it's going pretty good. You know, I just went to this really nice restaurant. Had a really great meal.

utterance: Awesome. Was it right there in Branson?

utterance: Mhm. Yeah, it's right on the edge of town.

utterance: Cool. I'm a foodie, so I love going out to eat.

utterance: Yeah, me too.

utterance: All right, Nate, I have that number for you.

utterance: OK, I'm ready.

utterance: OK. Nine nine nine one two six five.

utterance: Nine nine nine one two six five. Got it.

utterance: And your new balance is thirty-eight dollars and ninety-two cents. Is there anything else I can help you with today?

utterance: no thanks.

utterance: All right. Well, thanks for calling Intellibank and have a great day.

utterance: You too. Thanks.

utterance: Thank you. Bye bye.

utterance: Bye.


utterance: Good afternoon. Thank you for calling Intellibank. This is Rose. How can I help you today?

utterance: Hi Rose. My name is Kim. I have a question, please. I actually need to make an internal transfer from my account to my mom's account.

utterance: OK, I can certainly help you with that. just have to get a little bit of information from you first. and let's see here. So I heard you say your name was Kim. Can you give me your last name and your date of birth, please?

utterance: sure. Well, my last name is Johns, that's J O H N S and my date of birth is April twenty-fourth nineteen seventy-seven .

utterance: Awesome. Thank you so much . And can I get an updated phone number from you?

utterance: Sure. My phone number is seven one seven nine nine three zero seven eight five and my email address is K Johns seven seven seven at Gmail dot com.

utterance: Oh awesome. Thank you so much. And the account number that you are transferring from?

utterance: yes. Let me see here, bear with me for one moment.

utterance: Sure. Take your time.

utterance: OK. My account number is now this is my checking account my account number is one one two one zero zero zero five nine five.

utterance: OK.

utterance: Awesome. Thank you so much. And you did say that you are transferring to your mother's account and she is with our bank as well?

utterance: Yes.

utterance: OK. Fantastic. And, what is your mother's first and last name?

utterance: her her first name is Cindy, last name is Murphy.

utterance: OK. Thank you so much. And, the account number for Ms. Murphy?

utterance: And her account number is seven zero eight five six four six seven four four.

utterance: Thank you so much and what is the dollar amount that you would like to transfer?

utterance: I would like to transfer five hundred dollars from my account to her account.

utterance: OK. Five hundred even and no change?

utterance: no change, yes.

utterance: OK bear with me just a moment.

utterance: Hold on for one moment here. I just wanna make sure I just wanna make sure I gave you my account number correct before we go through with it. can I just can I read you my my account number again? I just wanna make sure it's correct.

utterance: Sure.

utterance: Yes. Go ahead.

utterance: OK. it's one one two one zero zero.

utterance: Zero five nine four. I think I had given you a five initially and it's actually zero five nine four.

utterance: Right. And, I do see that. yes, that is the correct for your checking account. And that is the account you wanted to use to withdraw from, not the savings.

utterance: Yes.

utterance: Right exactly from checking.

utterance: Yes. I I see the I had both of them up I had savings and the Thank you for correcting that. I appreciate it. All right and bear with me just one moment while I put this information in and get this wire transferred the transaction taken care of for you.

utterance: Oh OK.

utterance: Sure.

utterance: OK. I just wanted to confirm that I have the correct details so we are transferring five hundred dollars and no change into Cindy Murphy's account and it's going into her checking account as well.

utterance: Yes. That's correct.

utterance: OK.

utterance: Alright. So now your mother's account balance is five hundred dollars even and that would make your account balance six thousand four hundred and twelve dollars even no change. And, this transaction should take place in about five minutes. Takes about five minutes to go through. And, just bear with me one second. I just wanna make sure that everything went through and I'm sending you confirmation of that. It it did go through. It went faster than I thought it would. sending you confirmation of that transaction to your email that we have on file And if you could just check your email for me in like thirty seconds to make sure that it did go through.

utterance: Sure.

utterance: OK, great.

utterance: Sure. Let me refresh here.

utterance: Sure.

utterance: OK. Yeah, I see the I see the receipt in my email.

utterance: Awesome. Fantastic. OK and was there anything else that I could help you with today Ms. Johns?

utterance: No. That's everything. Thank you so much. I really appreciate your help.

utterance: You are very welcome. And, we really appreciate your loyalty here at Intellibank . And, you call us anytime you need us and thank you for your information. I hope you have a wonderful rest of your day.

utterance: Thank you, you too.


utterance: Thanks for calling Intellibank, this is Jerry. How can I help you?

utterance: Yes I need to find a branch near me.

utterance: Happy to help you with that ma'am and how's the day going today?

utterance: The day is going good.

utterance: Well that's good to hear it's, you know been a crazy couple of days getting ready for Halloween and I know that here at the here at here at the bank and you know we of course are definitely looking forward to Halloween because our our our our company our will be hosting folks all over for Halloween.

utterance: Oh, that's gonna be fun!

utterance: Yes ma'am and of course like you said maybe when you go by the branch you can pick up some candy for the kids.

utterance: Oh, yeah.

utterance: And if I could ask what your name is?

utterance: Evelyn Richards.

utterance: All right Ms. Richards and let me see if can pull up some locations for you.

utterance: And I also need my available credit on my card.

utterance: Oh, sure. Happy to help you with that as well let me just find out Ms. Richards a little bit information so that I can pull up that as far as branches nearby as well as help you with your question on your on your card. You said you were looking for your available cr~.

utterance: Credit.

utterance: Credit limit? OK. Sure. Sure. Absolutely. If I could ma'am ask what is your phone number?

utterance: Six, seven, eight, two, oh, two four, two, five, three.

utterance: Terrific, and what's your date of birth?

utterance: Eleven, eleven, eighty-four.

utterance: Awesome, awesome and Ms. Richards let me just simply ask for security purposes what's your mother's maiden name?

utterance: Sanchez.

utterance: Terrific, thank you for helping me with that. Ms. Richards to find a branch close to where you are at do you have an idea of the city or the street address that you're gonna be at?

utterance: Yes.

utterance: OK. What's the address?

utterance: Eight thirty Westlake Avenue.

utterance: Alright, that's eight thirty Westlake Avenue?

utterance: Yes.

utterance: And that's in what city?

utterance: Las Vegas.

utterance: OK, Las Vegas and the state?

utterance: Nevada.

utterance: Alright, terrific. Let's see if I can pull up something here for you. And.

utterance: Yep, I think I found a few locations here for your Ms. Richards. I see one that's at five seventy-eight Central Avenue that one Ms. Richards is about three miles away. from the address you gave me.

utterance: OK.

utterance: And the other location is six fifty-three Turner Court.

utterance: And that one appears to be oh about the seems to be about three point seven miles away as well.

utterance: OK. Let me take the one five seventy eight Central Avenue.

utterance: OK. Terrific, terrific and just so that you're aware the hours of operations for that so you can go by during those hours are Monday through Friday from nine a.m. to four p.m. and Saturday from ten a.m. to one p.m..

utterance: OK.

utterance: And with that being said now let me see if I can pull up your account so that I can tell you what your available credit limit is. And what card was that goin to be on Ms. Richards?

utterance: My go card.

utterance: OK, yes on your go card. Let's see here ma'am. Miss. Richards do you know what your go credit card number is?

utterance: No, I I don't have the card. I don't have that information.

utterance: No?

utterance: No.

utterance: OK, well. Let's see here. Yeah Ms. Richards unfortunately If you don't have your credit card number I won't be able to access that because that's separate in our system from checking and savings accounts. So what I would encourage you to do Ms. Richards is when you go into the branch you can simply provide them I think probably with your driver's license or what have you and and your in person and they should be able to in the branch when you go visit them. they'll be able to pull up your credit card, your gold credit card account information and answer any questions you may have about that including what your credit limit is.

utterance: OK, all right. I understand. I'll try to have it the next time.

utterance: No problem at all and like I said if you go into the branch they'll be able to pull it up even without that information.

utterance: OK.

utterance: Is there anything else I can help you with Ms. Richards?

utterance: No, not today.

utterance: Well again certainly appreciate you giving us a call here and you certainly have a terrific rest of your day.

utterance: You too!

utterance: Bye bye now.

utterance: Bye.


utterance: Thank you for calling Intellibank. My name's Nikia. How can I help you today?

utterance: Yes. I'm calling to see about an account.

utterance: All right, sir. So you want to look at your account online or would you like to check your account balance or what what account information were you needing?

utterance: checking account.

utterance: so you have an account with this bank?

utterance: No I don't.

utterance: OK. So you would like to open a checking account?

utterance: Yes.

utterance: All right sir, I can help you with that. Before I complete your request, I'll need a few a little bit of information to set up your account.

utterance: All right.

utterance: OK sir, so can I get your first and last name please?

utterance: Yes. Tyrone Jackson.

utterance: OK. Tyrone.

utterance: Yes.

utterance: Jackson. All right sir, can I get your date of birth?

utterance: Yes. Twelve four nineteen seventy-four.

utterance: Twelve four nineteen seventy-four?

utterance: Yes.

utterance: All right sir. I'm gonna need some authentication number for you. that's just to set up your account for security purposes. Do you have a credit card number you'd like to add?

utterance: no. I don't have a credit card.

utterance: OK sir, we can use your driver's license number. Would you like to use that?

utterance: Yes, ma'am.

utterance: OK. Go ahead.

utterance: Excuse me. nine one six five two four nine six nine.

utterance: All right, sir. Again that number is nine one six five two four nine six nine.

utterance: Yes.

utterance: OK. Sir, we also need to set up a security question for you. it could be. You can have your mother's maiden name, the name of the street you lived on as a child or you can have your name of your first pet.

utterance: I'd like to use the name of my first pet please.

utterance: OK, sir. What was that?

utterance: Midnight.

utterance: All right.

utterance: N I T E.

utterance: N I T E?

utterance: Yes.

utterance: OK. Thank you for clarity, sir.

utterance: Uh-huh.

utterance: OK and I have a few more questions just to get the most information on file for you.

utterance: OK.

utterance: I need your full address. City, state and ZIP code please.

utterance: OK. It's thirty-three oh seven West Verb Street Jonesboro Arkansas, seven two four oh four.

utterance: OK, sir.

utterance: And you said thirty-three oh seven West Verb Street? V E R B in Jonesboro. J O N E S B O R O. Arkansas?

utterance: Yes.

utterance: Yes.

utterance: Seven two four oh four?

utterance: Correct.

utterance: All right. And what phone number would you like listed?

utterance: area code six oh nine four five one eight nine two three.

utterance: OK sir and that phone number was six oh nine four five one?

utterance: Yes.

utterance: Eight nine two three.

utterance: Yes, correct.

utterance: OK and I would need your full social security number please.

utterance: yes. It is nine one five six six seven seven nine three.

utterance: So OK, that was nine one five six six seven seven nine three?

utterance: Yes.

utterance: All right, sir. And would you like to open a checking or savings account you said?

utterance: checking.

utterance: All right. So you want to open a new checking account with the bank. All right sir. We have two options for our newest clients. Our first checking is just a basic checking account. There's no minimum to deposit and there's no maintenance fee. So you don't have to have a certain balance in there. You know, it can actually go all way to zero. There's no fee for that, you know. There's the basic overdraw fees and everything that we'll give that information to you in your new member packet. and the second option is the checking plus account. It requires a hundred dollars minimum deposit and maintbye bye. Sorry. A minimum deposit in. Excuse me sir.

utterance: OK.

utterance: You all right? .

utterance: Fumbling here. And a fifty dollar maintenance fee. It's a monthly maintenance fee.

utterance: well I'll go with the first one.

utterance: OK. So you want the basic checking account with no minimum and no monthly maintenance fee?

utterance: Yes.

utterance: Yes.

utterance: All right, sir. And for that account you can either deposit today or you can set up a direct deposit and I can give you information about the direct deposit online in your packet that we'll send out to you.

utterance: OK.

utterance: All right. give me just a moment while I set up that account for you.

utterance: All right.

utterance: All right, Mr. Jackson. We have set up your new checking account. We'll be sending you out a new member packet at the address you have given us for on file at thirty-three oh seven West Verb Street in Jonesboro Arkansas seven two four oh four ZIP code. That should arrive in the mail in the next five days. Once you get that packet, you will also have a debit card set up online. You can go online and I will include that information in the packet so that you can set it up from home.

utterance: OK.

utterance: All right. Thank All right. Will that be all for you today, sir?

utterance: Sounds good.

utterance: Yes ma'am.

utterance: All right. Thank you so much Mr. Jackson for your time and your patience. Again, my name is Nikia. Enjoy the rest of your day.

utterance: All right. You too.

utterance: Thank you.


utterance: Hello. Welcome to Intellibank customer service. My name is Mike. What can I do for you today?

utterance: Hello. I'm calling again because I previously got a noticed in the mail regarding my account.

utterance: The last person. The last agent I was talking to said the issue had been resolved but I'm still receiving this notices in the mail.

utterance: Is there an issue with my account and is it possible to stop receiving letters in the mail.

utterance: Yes, sir. I remember that you had called in before. You you were also asking about online banking. Correct?

utterance: Yes. We did talk about it.

utterance: so Intellibank actually has an app which allows you to receive notifications of any problems associated with your accounts directly to your smartphone. Are you familiar with the app?

utterance: Well, we talked about it before. I haven't downloaded it yet.

utterance: I mean sort of. I need to create a separate log in and I just haven't made an effort.

utterance: yes, sir. An independent account login must be created for the app itself and it takes about three or five business days for the bank accounts to be linked in the app.

utterance: And if you like, I you can disable receive physical notices of account info under the options menu.

utterance: Oh, OK. Well, I have to try that out sometime soon

utterance: But here, let me pull up your account so I can see if there's an account issue, if any. may I have your account ID please?

utterance: Yes six two six nine six eight seven five six zero.

utterance: Thank you.

utterance: Before we proceed, I just need to verify some information for the security of the account.

utterance: What is your full name, sir?

utterance: my first and last name, James Walker.

utterance: And your date of birth please?

utterance: boy. November first nineteen sixty.

utterance: And for your security question, what is your mother's maiden name?

utterance: Well, that was Jeffreys.

utterance: Thank you for verifying your information. what type of bank account would you are you inquiring about?

utterance: Well the I think it this is the notice is related to my savings.

utterance: OK and what is the number of that account?

utterance: OK again that is six two six nine six eight seven five six zero.

utterance: OK. One moment, sir.

utterance: so the balance of your savings account is five thousand and seventy-six dollars and ninety-three cents. Does this seem correct?

utterance: let me see. wait, I wrote a couple of checks four five. That's about right. I mean, I would have to kinda sit down and verify to the exact penny but that's pretty close.

utterance: OK. I don't see any issues with this account. Would you like to check the balance of another account?

utterance: Well yeah and we probably gonna look for issues there in case we're not looking in the right spot, I mean, because these notices keep coming.

utterance: So yes let's check the balance and while you're doing it please take a look to see if there's any indication or notice on in of some sort of issue. Whatever.

utterance: Yes, sir, and what is the account number of your of your checking account?

utterance: Well that. That account, I opened it later. So the number that'll begin with six too. It's eight three nine four six.

utterance: Wait. These numbers are small.

utterance: three three four nine one.

utterance: Does that look right? I mean, does that. You see that?

utterance: Yes, sir. I see your checking account and the balance of your checking account is one thousand dollars and fifty-two cents. Does does that seem correct to you, sir?

utterance: Oh boy yes it does.

utterance: OK. I don't see any issues with this account either.

utterance: everything looks good on my end. If you'd like, I can escalate the receiving of physical letters in the mail to my manager, my supervisor, and I can prevent those or prevent you from receiving physical notices and you can receive in email form, if you'd like, sir?

utterance: no. let me get one of my kids to just help me get going on this downloading the app if that's what you call it and it's it's. OK cool. That's what I'll do.

utterance: Is there anything else I can do for you today, sir?

utterance: No, no. That's it. That's it. I mean, besides stop sending mail, but that's fine. We'll get that settled.

utterance: Sorry, I have to be funny.

utterance: K, bye bye.

utterance: Goodbye, sir.


utterance: Thank you for calling Intellibank. My name is Jake. Can I get your first and last name, please?

utterance: My name is Marcia Stevens.

utterance: All right. Marcia, can I get your date of birth?

utterance: One one nineteen sixty.

utterance: And can I get your driver's license or state ID number, please?

utterance: P G one three three seven four eight.

utterance: All righty then. for security purpose can I get a confirmation of your email?

utterance: OK. It's organic peach at Gmail dot com.

utterance: Gmail dot com?

utterance: Yes, sir.

utterance: Organic like organic herbs and.

utterance: Yes, sir.

utterance: And peach like the fruit.

utterance: Yes, sir.

utterance: OK.

utterance: All right and can I also, for security purpose, can I get your favorite animal?

utterance: Giraffe.

utterance: A giraffe. All righty. And what can I help you with today?

utterance: Well today, I wanna close my old account and maybe open up one for my grandson. He's a birthday's coming up and I would like to start him a little account.

utterance: OK.

utterance: We can do that.

utterance: Would you like to put this in your grandson's name?

utterance: Yes, I would. Yes, I would.

utterance: All right then.

utterance: All right. what would be your grandson's name or what account do you. What type of account do you wanna open for checkings or savings?

utterance: A savings.

utterance: Savings. OK.

utterance: And I'm closing a savings.

utterance: OK. Let me get the account number that you're closing.

utterance: OK. It's eight eight zero zero one four five five six zero zero nine eight.

utterance: OK.

utterance: OK.

utterance: My grandson be turning fifteen and I wanna get him started with a little savings.

utterance: Aww, it's a nice age. It's a good age the to have a savings account.

utterance: Yeah. It is.

utterance: Teach him responsibility.

utterance: Hey, you got to. You gotta start them off young.

utterance: I remember my my mother and my father got me a savings account.

utterance: Yeah yeah. That's a good thing.

utterance: Right there.

utterance: Now, do you. Do you want it actually, what is your grandson's name?

utterance: It's Todd.

utterance: OK. Is that one D or two D's?

utterance: Two D's.

utterance: OK.

utterance: And Richards. Richardson.

utterance: Richardson. OK.

utterance: Yes.

utterance: All right and you say you wanted this to be a savings account.

utterance: Yes.

utterance: All right. Are we transferring any money into it today?

utterance: yes. We're gonna put about five hundred in there.

utterance: OK.

utterance: To start and then.

utterance: And this is before I finalize the closing the last account. Do you want money that the transfer to come from the account you're closing?

utterance: Yes.

utterance: OK.

utterance: OK. Before we close that account, let's get that done.

utterance: And how is your day going?

utterance: It's going great. It's going great. Like I said, I got my grandson's birthday and I'm proud of him and can't wait. I'm gonna take him to a little gaming was it laser place?

utterance: a little laser tag?

utterance: Yeah. Yeah.

utterance: Mkay.

utterance: That's good.

utterance: That's where him and his little friends wanna go so.

utterance: And the the joy of youth.

utterance: Yes.

utterance: All righty. OK and you say you want five hundred.

utterance: Yes.

utterance: Five hundred going in.

utterance: OK.

utterance: We are going to send you a email of the new routing and account number.

utterance: Oh OK.

utterance: OK. Perfect.

utterance: And it's gonna show the balance of the five hundred and we're gonna also send you after that a confirmation of your older account being closed.

utterance: Oh Perfect.

utterance: Is there anything else we can do for you?

utterance: that's about it for today.

utterance: I thank you for your help.

utterance: All right.

utterance: no problem, Miss Marcia. You have a lovely day.

utterance: You too.

utterance: All right. Thanks. Bye bye.

utterance: Bye bye.


utterance: Thank you for calling Intellibank. My name is Michelle. How can I help you today?

utterance: Hi, Michelle my name is Amelia. I'm just calling to check on my balance. If I could, please.

utterance: To check your balance, yeah. I'd be happy to help you with that.

utterance: Let me get some account information from you and we'll get it all pulled up here. Can I start by getting your first and last name?

utterance: So it's Amelia Jones.

utterance: Jones. OK. Thank you and your date of birth please?

utterance: It's six twenty-seven of nineteen seventy.

utterance: All right. Thank you and can you also verify for me your credit card number?

utterance: my card number is four two three two one two three four five six seven eight one zero zero one.

utterance: One zero zero one. OK. Thank you and it looks like you also have a security question on here. Can you confirm that for me?

utterance: Mother's maiden name is Smith.

utterance: OK. Perfect and what type of bank account are you calling about your balance today?

utterance: I'm just calling about my checking account today. I called earlier. I was expecting a refund from my purchase that I I returned to be credited back to my account and I was just checking to see what the balance was currently.

utterance: Oh yeah. OK. We can absolutely do that. Can you provide me with the bank account number you are talking about?

utterance: account number is one two three four five six seven eight nine.

utterance: OK. Perfect. Thank you very much.

utterance: All right. Give me just a moment while I get your information pulled up here.

utterance: All right. Perfect. So I do have your account pulled up here and it looks like currently right now your balance is showing as seven hundred thirty thirty-two dollars and twelve cents.

utterance: OK.

utterance: So, looks like I'm still waiting on that refund to go to my account.

utterance: Yeah. That will be nice when that happens.

utterance: Yes. so usually how long does it take before they when you return something that you can see it to your account?

utterance: Well, that can change. it depends on the business. But once we receive here, it can take three to five business days for you to see it.

utterance: OK. I just was trying to make sure it got in there because I have big plans this weekend and so I wanna make sure I have enough money to cover that.

utterance: your account.

utterance: well that sounds fun. What are you doing?

utterance: Well so we're actually going to the KISS concert this weekend and so we're gonna be staying in town and so I wanted to make sure I had enough funds to have a good time.

utterance: Well, I think that sounds amazing and I'm a little bit jealous. So did you have any other accounts that you might wanna check the balance on then while you have me here?

utterance: Sure. Let's go ahead and see how much money I have in my savings account just in case I need to transfer some funds over.

utterance: Yeah. OK. the same set your your same same savings account with this checking?

utterance: Yes. Just a different account number.

utterance: Oh, got you. OK and can you very the last four numbers of that?

utterance: Of the account number?

utterance: Yeah.

utterance: I just to make sure I'm looking at the right one.

utterance: I have one two one four is the last four on that account.

utterance: OK. Perfect. That's what I've got here.

utterance: And your savings account balance is seven thousand two hundred dollars even.

utterance: OK. I think I should be probably fine. I just don't like to take money from that account. I'm saving that for a down payment on a house.

utterance: Yeah.

utterance: Well that also sounds nice.

utterance: All right. Is there anything else that I can help you with today? Are there any other questions that you might have for me?

utterance: I'm trying to think. I might been wanting want to do a balance transfer here in the near future. but I I won't do that today. Do you happen to know what if there are any fees involved in doing balance transfer like wire transfer?

utterance: Oh.

utterance: That's a great question. So a wire transfer out into to another company or within your accounts?

utterance: to another company or to another bank account.

utterance: OK.

utterance: Sure. So that is gonna depend also on where the payment is going to so that's something they can go over with you when you call back for sure.

utterance: OK.

utterance: Yeah.

utterance: All right. That sounds good. I think that's about all the information I just need for today. I'll just check back to see if that return, it was quite a large return, so if that goes into my account before we head out for the weekend.

utterance: OK.

utterance: that sounds good and I just wanted to confirm that we went over your account balances today and you're waiting on the refund that could take three to five business days once we receive it here at the bank. but other than that, you do know that you can check with your online banking and it will reflect immediately. Same time as us so.

utterance: Yes. That sounds good. I should set that up.

utterance: Yes. All right. Perfect.

utterance: Well, then you have a great day and if you have any other questions or wanna check on that balance again you just call us anytime.

utterance: All right. Thank you. Have a good day.

utterance: You too. Buh-bye.

utterance: Buh-bye.


utterance: Good morning Intellibank. This is Amanda how many I help you?

utterance: This is Jennifer Johnston. I wanted to see if my direct deposit came through today. Actually I need help finding an ATM. I've been driving around everywhere looking for one. I came to North Carolina to see my sister but I can't find an Intellibank ATM anywhere. Can you help me?

utterance: Yeah sure. I know that we do have some located in North Carolina let's see if we can find any that's close to you. OK and what is your full name?

utterance: OK thanks.

utterance: It's Jennifer Johnston and my birthday is eight six two thousand in case you need it.

utterance: OK do you know what the address is for where you're trying to find an ATM?

utterance: I'm not sure. Oh yeah. I know what is. It's eight one two twenty-fourth street. Winston-Salem, North Carolina three three eight one six.

utterance: That's OK. What about your sister's address. Do you know what that is?

utterance: OK that's eight one two twenty-fourth street Winston-Salem, North Carolina three three eight one six right? OK give me just a minute and I'll see what the closest ones are to that address for you.

utterance: Yes.

utterance: OK.

utterance: How's the weather been there?

utterance: It's been kinda cold here lately.

utterance: It's been too hot here I'm ready to go home.

utterance: OK it looks like I've found a couple ATMs for you Jennifer. Are you ready for those addresses?

utterance: Yes I'm ready.

utterance: OK the first one is only zero point eight miles from your sister's address. OK and it's seven one two twenty-eighth street Winston-Salem.

utterance: OK it's seven one two twenty-eighth street Winston-Salem?

utterance: Yes.

utterance: OK.

utterance: Alright so you got that one right? OK and the next one is one point three miles away and it's located at nine two zero sixty west Winston-Salem.

utterance: Yes.

utterance: OK nine two zero sixty west Winston-Salem. OK great. Thank you.

utterance: Yeah. That's right.

utterance: OK there is a couple more too if you'd like those.

utterance: No that should be enough.

utterance: OK is there anything else that you need help with today?

utterance: Yes could you tell me if my deposit came through today?

utterance: Oh yes. OK let's see. What is your account number?

utterance: It's eight zero zero zero two seven six five nine three.

utterance: OK that's eight zero zero two seven six five nine three. OK. let's see. Could you answer your security question for me? OK and what's your mother's maiden name? OK thank you. did you just wanna know your most recent deposit?

utterance: Yes.

utterance: Yes.

utterance: Parsons.

utterance: Yes.

utterance: OK well it looks you had a deposit come through today. A direct deposit for nine hundred twenty-three dollars and sixty-two cents.

utterance: OK great. Thank you.

utterance: OK so is there anything else you need help with today?

utterance: Yes actually. What's the maximum daily limit I can withdraw from an ATM.

utterance: from an ATM you can withdraw up to four hundred dollars daily.

utterance: OK do I have a daily spending limit on my account?

utterance: let me take a look at that for you Jennifer.

utterance: OK.

utterance: well it looks like you have a thousand dollar daily daily spending limit set up on your account for security purposes just in case someone were you know, happened to steal your bank information. but you can request for that limit to be removed at any time on any certain day. So if you think that you might be spending more then all you would have to do is let us know and we could remove that for you.

utterance: Well I might want to remove that limit today. I'm at my sister's and we were gonna do some early Christmas shopping.

utterance: OK well, no problem. I can do that for you. so well. OK let me go ahead and take that off. But if you would happen to need it again all you have to do is give us a call and any one of us could also remove that limit for you OK?

utterance: OK thank you.

utterance: OK so is there anything else I could help you with today?

utterance: I think that's all.

utterance: Alright. Well it looks like you're all set and your limit is taken off until this time tomorrow.

utterance: OK thank you.

utterance: Alright. Well you have a great day Jennifer. Alright thank you. Bye bye.

utterance: You too.


utterance: Hi. Thank you for calling Intellibank. My name is Julia. How may I help you today?

utterance: Hi, Julia. How are you today? It sure is a beautiful day.

utterance: Yes, ma'am. It sure is. I'm so glad for this cool weather. And also I'm doing wonderful. How about yourself?

utterance: So far, so good.

utterance: That's great. I'm glad to hear that. And what can I help you with today?

utterance: I would like to check my checking account balance, please.

utterance: Absolutely. I'd be more than happy to check that for you.

utterance: Now to start off with, I do need a little bit of information. May I have your name, please?

utterance: Mildred Pierce.

utterance: P I E R C E.

utterance: OK. I have Mildred Pierce, P I E R C E?

utterance: Yes.

utterance: OK. And Ms. Pierce, may I have your date of birth?

utterance: February the fourth two thousand.

utterance: And the last four of my social is five nine six oh.

utterance: OK. Thank you for that Ms. Pierce.

utterance: I have your date of birth as February the fourth two thousand and the last four of your social at five nine six zero.

utterance: Yes, ma'am.

utterance: OK, and I do have a security question on file for you. May I have your maiden name please?

utterance: Greene, G R E E N E.

utterance: All right. Thank you so much for that. Now what is the account number that you would like to check the balance for?

utterance: The number is zero zero zero seven nine three three one.

utterance: OK, I have zero zero zero seven nine three three one.

utterance: Was that correct, ma'am?

utterance: Yes, ma'am.

utterance: OK. Great. Thank you so much. I'm showing your balance is eight hundred thirty-five dollars and three cents.

utterance: That's that's correct. OK.

utterance: OK. So eight thirty-five oh three. And is there anything else I can help you with today?

utterance: Actually, yes. I went to town earlier to have lunch with my friend and I stopped at the store on the way home. When I tried to check out, I couldn't find my credit card.

utterance: I've looked everywhere and cannot find it.

utterance: I need to report it as lost.

utterance: Oh no! I am so sorry that happened to you Miss Pierce and I will be glad to help you out with that.

utterance: may I please have your credit card number?

utterance: Yes, ma'am. It's eight five nine three seven seven five six oh two eight seven nine five one five.

utterance: OK. I have eight five nine three seven seven five six zero two eight seven nine five one five.

utterance: Yes.

utterance: OK. Thank you so much. And what date was it lost?

utterance: I haven't used it since September the twenty-fifth.

utterance: OK. September the twenty-fifth. And where did you last use it?

utterance: We went to dinner at the new sea seafood place on the Turtle River road on Jekyll Island. I can't remember the name of the restaurant.

utterance: Oh that's not a problem whatsoever, Ms. Pierce .

utterance: Let's see. I'm pulling up your transaction record. Give me just one moment, OK?

utterance: Yes, ma'am.

utterance: OK, Ms. Pierce.

utterance: This is good information. The last transaction that I am seeing was on September the twenty-fifth at a place called Shrimp and Grits. Does that sound correct?

utterance: Yes, ma'am.

utterance: OK. That is wonderful.

utterance: I'm glad no one else has found it and used it.

utterance: What'll I need to do to cancel the card and get a new one?

utterance: I would be more than happy to do that for you now. what is a good address that you would like me to send the new card to?

utterance: Three oh two Glynn Avenue, Brunswick, Georgia.

utterance: OK. That's three zero two Glynn Avenue G L Y N N Avenue in Brunswick, Georgia.

utterance: Yes, ma'am.

utterance: OK. Thank you so much again for that information.

utterance: And Ms. Pierce, I do have your original canceled and you should receive your new card in the mail within about five to seven business days. If you do not receive it just make sure and let us know immediately so we can resolve that problem. OK?

utterance: Yes.

utterance: OK, wonderful. Is there anything else I can help you with today?

utterance: No thank you.

utterance: All right. Well, thank you so much for calling Intellibank. Again, my name is Julia. And have a wonderful day.


utterance: Hello. Thank you for calling Intellibank. My name is Jessica. How may I assist you?

utterance: Hi Jessica. I was hoping you could help me with something.

utterance: Sure, I'd be happy to help. What can I do for you?

utterance: my sister needs some cash in her account.

utterance: Oh, sure. I would be happy to help you transfer some funds to your sister's account.

utterance: Great, thank you.

utterance: Absolutely. So first, may I please have your full name?

utterance: Yes, it's Jamie Chapman. And that's C as in Charlie, H A P M A N.

utterance: OK, Miss Chapman. And may I also have your date of birth, please?

utterance: Yeah. It is September seventeenth nineteen eighty-one.

utterance: Thank you Miss Chapman.

utterance: Yeah, no problem.

utterance: OK, let's see. For verification purposes, can you please provide the last four digits of your social?

utterance: Yes. it is one three five five.

utterance: Thank you.

utterance: And Miss Chapman, can you please provide the account number out of which you'd like to transfer the funds?

utterance: Yeah, give me just a moment. I should've had that ready.

utterance: Sure.

utterance: Oh, OK. It is one five five two three four six eight zero.

utterance: Thank you Miss Chapman. Bear with me just a moment while I bring your account up.

utterance: Yeah, no problem.

utterance: OK, and I do have your account details here in front of me. So it looks like you do have a security question on the account. Do you know the answer to that security question?

utterance: I can't remember what the security question is. But I would think maybe like Tinkerbell or Richards?

utterance: it wasn't either of those. I think it might be a street name?

utterance: Oh, oh, oh, oh. OK. Meadows Drive? Try that.

utterance: That's it, thank you. OK, so. You would like to transfer some funds from your checking account to your sister's account?

utterance: yes, ma'am.

utterance: OK, and does your sister bank with Intellibank?

utterance: She does, actually.

utterance: Great, and what is your sister's account number?

utterance: hang on I have that written down. It it is seven seven eight one zero five six one zero.

utterance: OK, thank you.

utterance: Apologies, my computer is very slow this morning.

utterance: Oh, no problem. I work on computers at work. I know how it goes.

utterance: Right. Let's see here. OK and can you please verify your sister's name?

utterance: yes, it's Cameron Thurston. And that's T as in Tom, H U R S T O N.

utterance: Thank you. OK, and how much would you like to transfer to Cameron's account?

utterance: I'd like to move two hundred and fifty dollars.

utterance: OK. Hold on just a moment here. Let me get that transfer initiated for you.

utterance: OK, we are all set, Miss Chapman. That transfer was successfully initiated. Those funds should be available to Miss Thurston immediately. Was there anything else I could do for you, Miss Chapman?

utterance: yeah, actually, I did have one other question.

utterance: Sure.

utterance: I've been wanting to set up online banking, but every time I try to register my account, it just doesn't work.

utterance: I see, I'm sorry to hear that. so have you been able to log in to online banking at all?

utterance: No, I haven't even registered. I. I don't. I don't think I. I've tried, but I can't seem to make an account.

utterance: OK, what is the message you get? The error message?

utterance: I don't remember. I think it just keeps, like, reloading the registration page. But I can't get past that page. So it's like I click, and it starts over again.

utterance: I see. Well, I'm sorry. Let me look into one thing here.

utterance: Yeah, no problem.

utterance: OK, it looks like you do have an online banking account set up with us.

utterance: Oh, I do?

utterance: Yes, it shows you registered for the account on November first.

utterance: Oh, I. I guess it actually went through.

utterance: OK, so have you tried logging in rather than registering again?

utterance: no, but I will. do you think I could try right now while I have you on the phone, in case I have a problem?

utterance: Oh, sure.

utterance: OK, let me put you on speaker so I can try to log in to that app.

utterance: Sure.

utterance: Take your time.

utterance: OK, all right, I am trying that right now. OK, so it says invalid login information. Maybe I used a different user ID or password. Are. I don't know. Are you able to help me with this?

utterance: Let's see. I can tell you your username appears to be an email address, and I'm not able to disclose your password. But I can send a password reset link to your email, so you can choose a new password.

utterance: Oh, that would be great. Thank you so much for your help.

utterance: Sure, of course. OK, so the email we have on file is Mama Mia four one four at Gmail dot com. Is that the email you'd like me to send it to?

utterance: no, if possible, could I update my email with you? That's an old one.

utterance: Oh, certainly. What is your new email address?

utterance: It is M I S S J C one two three at Gmail dot com.

utterance: Got it, thank you. OK, I'm sending you that password reset link right now.

utterance: OK, awesome.

utterance: Absolutely. And if you have any further difficulty accessing your account online, I can give you a number to call for our technical department.

utterance: Yeah, that's probably a good idea.

utterance: Sure, would you like to take that number down now?

utterance: Yeah, I actually still have my pen and paper. I'm ready.

utterance: OK, that number is eight eight eight, seven eight one, six two three one.

utterance: Awesome, got it.

utterance: You're very welcome, Miss Chapman. Was there anything else I can assist you with?

utterance: No, that's. That's fabulous. Thank you so much for your help.

utterance: All right. Well thank you for being a valued Intellibank customer. We appreciate your business. You have a wonderful afternoon.

utterance: Thank you, you as well.

utterance: Bye bye.

utterance: Mm, bye.


utterance: Thank you for calling Intellibank. This is Daisy, how may I help you?

utterance: Hi Daisy, my name's George. I'm calling intel bank because I wanted to see if I could possibly help my nephew out with a little bit of money.

utterance: OK George, I'd be happy to assist you today. I do want to confirm you're aware you've reached Intellibank.

utterance: Oh yeah. Sorry about that. Yeah. Intellibank.

utterance: Great. And George, in what manner were thinking of helping him out?

utterance: I just want to give him some money.

utterance: OK. Do you have an account with us? Are you looking for a branch location to make a withdraw?

utterance: I want to put money into his account.

utterance: Oh, I see. Do you and your nephew both have accounts with Intellibank?

utterance: Yeah.

utterance: OK and would you like to transfer funds from your account to his?

utterance: Yes.

utterance: OK George. I would be happy to help you with that. Let's go ahead and pull up your account. What is your full name and address please?

utterance: My name is George Emery and I live at one fifty-three Pinecone Circle in Branson, Missouri. And my ZIP code is five five three two four.

utterance: Thank you and your date of birth?

utterance: It's September twenty-first nineteen ninety-nine.

utterance: And the account number please?

utterance: sure. I have it right here. All right it's zero zero one six three nine two two one seven.

utterance: Thank you for that. And let me just look here. Thank you for verifying you info for me George.

utterance: Hey before we do the transfer could you tell me where the nearest branch is?

utterance: Absolutely.

utterance: and also the hours please.

utterance: Sure George. Are we talking about the nearest address to your house?

utterance: Yeah.

utterance: OK. One moment while I look that up.

utterance: All right George. I have two branches within one mile of your house. The closest one is at two twenty-eight Laverne Court. And the second closest, which is just under a mile, that one's at four ninety-six Macintosh Street.

utterance: OK. And the hours please?

utterance: Oh sure. Let me check. Looks like they both have the same hours. And their lobbies are open Monday through Friday from nine a.m. to five p.m., Saturdays ten a.m. to two p.m.. Then they each have a drive-through as well open Monday through Friday eight a.m. to six p.m.. Saturdays it's a short day. Nine a.m. to three p.m.. They each also have an ATM in their lobby, in their entryway. And that's open twenty-four seven. It accepts checks and or cash deposits. Any more questions about locations and hours?

utterance: no I don't think so.

utterance: All right. So you'd like to go ahead with that transfer?

utterance: Yeah.

utterance: OK. And just to confirm this transfer will come from your checking account zero zero one six three nine two two one seven?

utterance: Yeah.

utterance: All right and how much would you like to transfer?

utterance: let's go ahead and do three hundred.

utterance: Great and are we gonna transfer into his checking or savings account?

utterance: His checking account.

utterance: Great and what is that number?

utterance: It's zero zero one six three nine three three one eight.

utterance: Three three one eight. Perfect. All right let me just confirm with you George Emery is authorizing an internal wire transfer in the amount of three hundred dollars from his Intellibank checking account number zero zero one six three nine two two one seven. To his nephews checking account, also here at Intellibank. That checking account number is zero zero one six three nine three three one eight. Is this correct?

utterance: Yes.

utterance: Great. In just a moment I will have a transaction ID number for you if you have a pen and paper ready.

utterance: Yeah I'm ready. So how's your day going Daisy?

utterance: Pretty good. Pretty good. How about you George?

utterance: it's going good you know. My nephew called me this morning. He said that he needs money for some books for school. I think it's that Scholastic Book Fair or whatever it's called. so I hope he has fun with that. Just wanna give him a little bit of money to buy whatever he wants.

utterance: Wow! three hundred dollars will buy a lot of books.

utterance: Yeah. I hope so.

utterance: Good. I have that transaction ID number here. It's nine nine one seven six two nine. And then you're ending balance on that account George is eight thousand one hundred ten dollars and fifty-two cents. Is there anything else I can help you with today?

utterance: Nope. I think that's it.

utterance: All right. Well have a great day and thanks for calling Intellibank.

utterance: You too. Bye.

utterance: Bye now.


utterance: Thank you for calling Intellibank. My name's Cecilia. How can I help you?

utterance: Yeah, my name's John Ramirez. My date of birth is September eight nineteen eighty-five.

utterance: thank you for that information. Let me look up your account. Give me one second.

utterance: Sure. Don't worry about my account. I just received some information on a document that needs to be provided. I honestly don't understand what this is for or what it's about.

utterance: OK. Yes, sometimes when there is a document missing for the account we mail a letter requesting the document. Can you confirm your account number to verify if this is the case?

utterance: Sure. Let me look for it, I don't remember if remember it on the off the top of my head. But let me let me look for the account number. Give me one second.

utterance: Yeah, definitely. Take your time.

utterance: OK, I found it. my account number is one two three six five four nine eight seven.

utterance: OK. Thank you. Let me confirm that number you mentioned is one two three six five four nine eight seven. Is that correct?

utterance: Yes.

utterance: OK. I do show here we're missing a couple of signatures and we we actually do need to meet with you in person.

utterance: OK. Where is your Intellicheck bank located?

utterance: Oh I'm sorry sir. It's Intellibank. can you confirm your home address and city and state so I can let you know the closest one to you?

utterance: Yeah I it's eleven Lobel Lane. Brownsville Texas.

utterance: OK. Let me look that up. we have actually have two branc a couple of miles away from your home.

utterance: I am not in that city right now. Do you have any location ?

utterance: actually we do, let me get those for you. We have three locations that you want to me to give you all three of them?

utterance: No any one is fine.

utterance: OK. We have one off of Highway twenty-seven next to a convenience store. Would that be OK?

utterance: What what convenience store is that at huge big Walmart?

utterance: Yes sir. That is correct.

utterance: Yeah, that's fine. I I actually know where it is. It should be fine there.

utterance: Great. You should be able to search for all our branches online at our website should you need to locate another one in the future.

utterance: Now that you said online, how can I set up my account for an online banking?

utterance: You actually need to log in and create a password at and it'll link to your account number. That way when you create it you'll have access to view your balance all the information that that you are requesting will be populated on our application, even our branch location and ATMs.

utterance: Are there any ways other different ways to view my account balance? Other than on the app or calling your services?

utterance: Well yes, actually you can always use the automated system, and when you're prompted for the balance, once you have registered your account and it's been identified you should be able to press number three and a prompt should be able to provide you the information on your balance that is available. But like I said I mentioned previously, if you do sign up with the online account you should be able to verify your account balance, all your transaction history, and should have no problem at all if if you need any help. Like I said right now when you're arriving to our branch, I'm pretty sure any of our customer service representative that's there, our tellers, would be more than happy to guide you through on your cell phone on how to sign up on the application.

utterance: Well that actually sounds very interesting. I I might take you up on that offer. I I'm gonna drive and I should be there before closing time. So I sincerely appreciate the time that you took to help me. It's it's it's kind of confusing with all these applications now and all the access that one has. But I sincerely appreciate it.

utterance: thank you for being a valued customer and for taking the time to call us. so if that's all then I wanna sincerely wish you a happy Monday and thank you for calling Intellibank. Have a wonderful day.


utterance: Hello. And thank you for calling Intellibank. My name is Stephanie. How may I help you?

utterance: Hello. I'm calling to check my account balance.

utterance: I think that I over spent.

utterance: I went shopping this weekend. I have a three year old nephew who's birthday was this weekend. His name is Tommy.

utterance: And he love's cars. I took him to the car muse~, car museum here, and it was very es~, special. But he, he's worth it.

utterance: Do you like cars?

utterance: Yes. I enjoy driving cars on the road here in my city.

utterance: Where do you live?

utterance: I live in San Diego, California.

utterance: Oh. How nice. I used to live there long ago.

utterance: But it's very beautiful. First, OK first can I have a location of an ATM near me, please?

utterance: you said that you need the location of an ATM. Is that up, is that correct?

utterance: No ma'am.

utterance: check my account balance.

utterance: Oh, you want to check your account balance? OK.

utterance: let me see here. Can I have your first and last name?

utterance: Jimmy Henderson.

utterance: OK. And can I have your date of birth, please?

utterance: April twenty-third nineteen eighty three.

utterance: OK. Thank you. Can I have the last four digits of your social, for your security purposes?

utterance: I don't want to give my social.

utterance: OK. No problem. Can I have your account number?

utterance: No. I do not have a, have my account number. I'm sorry. Wait, yes I do. It's two three oh four five three.

utterance: OK. Thank you. And for your security code, can I have your mother's maiden name, please?

utterance: Trumans.

utterance: Trumans. OK. Thank you. So you stated that you'd like to check your account balance. Is that correct?

utterance: Yes please.

utterance: OK. And the account that you are inquiring about, is it your checkings or your savings account?

utterance: It's going to my checking account.

utterance: Four five four. Three three. Two one.

utterance: OK.

utterance: And I do see your checking account balance is six thousand four hundred fifty-three dollars and twenty-seven cents.

utterance: OK. Thank you. Also can I have the due date on my credit card bill?

utterance: OK. I will check your credit card payment due date. Give me one second to pull up that information.

utterance: OK. So I. So I do have your billing, your payment due date. It looks like it's due on October nineteenth.

utterance: Twenty twenty-one.

utterance: Oh OK. Thank you.

utterance: excuse.

utterance: Oh, yes?

utterance: I have a question. Like how's the weather down there now? It's been a long time since I been down there weather of this time of year. How does it feel?

utterance: Mm, the weather is nice. it's very cloudy today. We might get a little bit of rain. but overall the weather has been very nice.

utterance: so I do have your account ba~, che~, b~, your banking account balanced checked for you.

utterance: and I did provide you the due date for your credit card. now there is online banking that will allow you to check your account balance.

utterance: and also make your credit card bill statements. Would you like to know more about our online banking?

utterance: Yes. Thank you.

utterance: OK. So our online banking tool is very convenient for most of our customers.

utterance: it allows you to check your account balance in all of your accounts. It also allows you to make transfers whether it be internal, local, or domestic.

utterance: you can pay bills with your online banking. you can do all sorts of things. Send money to family.

utterance: you can also locate where ATMs are, with our online banking tool menu. You can just go to Intellibank dot com. and all of the information there will be provided.

utterance: OK. Thank you.

utterance: All right. Is there anything else that I can do for you?

utterance: No. Not at the moment.

utterance: Thank you for all your help. And have a blessed day.

utterance: OK. Well, thank you for calling Intellibank. Again, my name is Stephanie. Have a great day.


utterance: Thank you for calling Intellibank. My name is Emma. How can I help you today.

utterance: yes hello. I need to make a wire transfer please.

utterance: OK, sir before I can complete your request I need to ask you a few questions to verify your account information.

utterance: OK.

utterance: All right. Can I have your full name and birthdate please?

utterance: yes. My name is Keon Williams. My birthday is five two one nine seven four.

utterance: All right. So you say your first name is Keon. Is that K E O N?

utterance: Yes.

utterance: Williams.

utterance: Yes.

utterance: And your birthdate is five two nineteen seventy-four?

utterance: Yes ma'am.

utterance: OK sir could you give me your authenticating number of your drivers license or credit card please.

utterance: yes my driving license number is six one nine five two sorry about that six one nine five two four six nine six.

utterance: All right again that number is six one nine five two four six nine six.

utterance: Yes, and my phone number is area code eight seven oh seven seven two ninety-three eleven.

utterance: All right sir, thank you for that could I get the name of the street you lived on as a child for security purposes.

utterance: Yes. The name of the street I live on as a child is thirty-two oh four West West street.

utterance: All right. That's correct.

utterance: All right sir, so you want to make a wire transfer?

utterance: Yes ma'am.

utterance: OK. What is the account type you would like to transfer from is it checking or savings?

utterance: checking please.

utterance: OK. Could you give me the number on that account please?

utterance: yes. It is it is five one four three three six seven zero seven eight Oh oh. I'm sorry that's the that's the wrong number.

utterance: All right.

utterance: sorry about that. It's five one four three three six seven zero seven zero.

utterance: All right sir. So again that number is five one four three three six seven zero seven zero.

utterance: Yes ma'am.

utterance: OK. One moment while I log onto your account.

utterance: OK. Your current balance on that account is five thousand. What was the amount you wanted to transfer?

utterance: I'd like to transfer fifteen hundred please.

utterance: OK.

utterance: OK. Sir in order to do that transfer, I need to get a little bit more information also.

utterance: All right.

utterance: Is this gonna be a domestic or international transfer?

utterance: domestic.

utterance: OK. Could I get the recipients first and last name?

utterance: First and last name, Derrick Williams.

utterance: OK.

utterance: Is that D E R R I C K?

utterance: D E R R I C K E.

utterance: All right. Thank you sir.

utterance: OK. Could I get the city state and ZIP code.

utterance: OK. city state city state and ZIP code?

utterance: Yes sir.

utterance: It's right here. The city is Peoria Illinois.

utterance: ZIP code six one six oh two.

utterance: All right.

utterance: Six one six oh two.

utterance: Yes.

utterance: OK. Do you have an email address?

utterance: Yes. D W at Gmail dot com.

utterance: OK, and what type of account are you going to be transferring to?

utterance: This is a checking .

utterance: OK. So you are going to transfer into your so into your recipients checking account. Hey could I have the routing number for that account.

utterance: Yes.

utterance: The routing number is zero one four five six two seven eight zero.

utterance: OK, and that number was zero one four five six two seven eight zero.

utterance: Yes.

utterance: All right and can I have the account number please?

utterance: Yes ma'am the account number is six six three one one five zero zero five zero.

utterance: All right and again that account number is six six three one one five zero zero five zero.

utterance: Yes.

utterance: OK, so sir we have some options for you would you like that delivered same day as in today by the end of day at five p.m. , the next day or within three days. There is a transfer fee for each one of those selections if you wanted same day, it's gonna be thirty dollars for next day, it'll be ten dollar fee and if you would wait three days it's gonna be a three dollar fee.

utterance: and same day is same day is fine.

utterance: All right so you want that same day.

utterance: Yes.

utterance: All right sir, just give me one moment while I handle that transfer for you.

utterance: All right.

utterance: OK, sir I have initiated that transfer. You stated that you wanted it delivered same day with a fee of thirty dollars. So the debit from you account should be fifteen one thousand five hundred and thirty dollars.

utterance: And you should expect that by the end of the day in the accounts. You can contact them and make sure that that is processed. You can also contact the bank and make sure that is processed and debited from your account I have a confirmation number for you if you would like that sir.

utterance: Oh. No no that's fine.

utterance: All right sir. would that be all for you today?

utterance: Yes.

utterance: All right. Well thank you very much Mr. Williams for your time and patience. Again my name is Emma. Enjoy the rest of your day.

utterance: Thank you.


utterance: Hi. Thank you for calling Intellibank. My name is Doris and how may I help you today?

utterance: Hey Doris, how are you doing today?

utterance: I'm doing quite well, ma'am. Thank you so much for asking. And how about yourself?

utterance: Well. I'm doing OK but I do have a little bit of a problem. My husband has gone out of town on a business trip and the hotel that they're staying at they have to have a debit card or a credit card on file and they do have to see the actual card and I swear this man would forget his own head if it wasn't screwed onto his body and what he has done he grabbed the debit card from my personal account and stead of the debit card for our joint account which is where we keep the bulk of our income and embarrassingly enough my personal checking. It doesn't have enough to cover that. So I don't quite know what to do. I mean, I was going to send him some money but I've I've called several different companies and they only will give him cash. They won't actually help me deposit it into his or into my account which is the card that he has of course.

utterance: All right, ma'am. Well, what I could suggest doing we could do an internal transfer which is where we would transfer some money from your joint account into your personal account.

utterance: Oh, well that sounds great. That would be absolutely perfect. I didn't know if Intellibank did that or not.

utterance: Yes, ma'am, we sure do but just to let you know this is Intellibank. You are calling the correct bank, aren't you?

utterance: Oh, yes, ma'am. I'm so sorry. We moved not long ago so we switched banks whenever we moved and it's my mistake. I'm I'm kinda flustered at the moment because of this crazy man .

utterance: Oh, ma'am. It's OK. I completely understand. My husband does things like that all the time himself. Now, I would need to get a little bit of information from you so I could pull up your account if that's all right?

utterance: Oh, absolutely, and just to check it and see would there be any charge for doing this?

utterance: No, ma'am. Since both of your accounts are with us there'd be no charge.

utterance: Oh, OK great What information do you need?

utterance: All right. First, ma'am, May I please have your first and last name?

utterance: Sure, it's Lisa McClure.

utterance: All right, Ms McClure and that is spelled M C C L U R E?

utterance: Yes, ma'am. That's correct.

utterance: All right. Thank you so much Ms. McClure, and may I have your date of birth, please?

utterance: Sure, it's May the third nineteen sixty-one.

utterance: All right. I have May the third, nineteen sixty-one?

utterance: Yes, ma'am. That's correct.

utterance: All right. Thank you, ma'am. And may I also have your driver's license number, please?

utterance: Oh, sure. It's F as in Frank seven seven five three four five two two eight one seven.

utterance: All right. Just to verify that with you. That was F as in Frank seven seven five three four five two two eight one seven?

utterance: Yes, ma'am. That's correct.

utterance: All right. Thank you so much. And may I have the account number that you'd like to withdraw the money from?

utterance: Oh, ab~. Absolutely. I'm so sorry. Could you hold just one moment and let me go grab that information? It's in the other room.

utterance: Oh, that's not a problem. Sure, just let me know whenever you're back.

utterance: OK, great. Sorry again.

utterance: OK, I'm back. The account number that I would like to withdraw the money from would be seven one zero nine seven nine one one three.

utterance: All right, thank you Ms McClure. That was seven one zero nine seven nine one one three?

utterance: Yes, ma'am. That's correct.

utterance: All right, thank you, ma'am. And can I have the account number you would like the money deposited into?

utterance: Oh, absolutely. It's three five seven six one nine five three nine.

utterance: All right. I have five three seven six one nine five three nine?

utterance: Yes, ma'am. That's correct.

utterance: All right, and how much would you like to transfer over?

utterance: Let's see. He's going to be there for a few days. Let's let's go ahead and do a thousand.

utterance: All right. So we're transferring a thousand dollars over. Give me just one moment and let me get this processed for you.

utterance: OK, great. Thank you so much.

utterance: Yes, ma'am. No problem. You're very welcome. All right, Ms McClure. I do have that one thousand dollars transferred over to to your second account and that money is available immediately. Is there anything else that I can help you with today?

utterance: No, ma'am. That would be all. Thank you so very much for your help.

utterance: Yes, ma'am. Not a problem and again my name is Doris and thank you so much for choosing Intellibank and have a wonderful day.

utterance: Thank you so much. You too.


utterance: Hi. Thank you for calling Intellibank. This is Rose. How can I help you today?

utterance: Hi, Rose. My name is Kim. I have. I need to update actually my telephone number on my account and I was wondering if I could do that with you?

utterance: Certainly, I can help you with that. I just have to ask you a few questions. get some information from you and we'll take it from there. I heard you say your first name is Kim. And what is your last name hun?

utterance: it's Johns, J O H N S.

utterance: Thank you so much, Ms. Johns. And what is your date of birth?

utterance: It's four twenty-four, seventy-seven.

utterance: OK, thank you so much. And can I please have your checking account number? That's the one you're checking right? Your your checking or savings? I'm sorry.

utterance: well, I'm trying to update my phone number, but I actually do need to check my my account.

utterance: OK.

utterance: OK.

utterance: so I'll go ahead and give you my checking account information, now that way you can pull up my account.

utterance: OK, awesome.

utterance: It's one one two one zero zero zero five, nine five.

utterance: OK, thank you so much. And what is your mother's maiden name?

utterance: her maiden name is Davies, D A V I E S.

utterance: All right. Thank you so much. OK. And you wanted to update your phone number so you want me to take the one that we have out or leave it?

utterance: no. You can. I want to change my primary contact number to my cellphone. we actually are getting ready to move and getting rid of our landline so I need the contact number, you know, to be my cellphone. That'll be the only phone I have.

utterance: Sure. OK. I'll go ahead and take the phone that we have the phone number that we have on file off of your account and bear with me just a second. OK. And I am ready for that phone number when you are?

utterance: Sure, the number is seven one seven, nine nine three, zero five seven two.

utterance: Thank you so much. All right. And you wanted me to check your balance? Bear with me just a second.

utterance: Yes.

utterance: And when I update the the phone number with you, does that automatically update my online account as well? does it cuz I know online I under my profile it shows my telephone number and address and stuff. Does does. Will that update the online information?

utterance: It should but that's a good question. Sometimes I've had customers call me and say that it didn't. So why don't we just make sure that that went through do you mind pulling up Intellibank dot com. WWW Intellibank dot com?

utterance: Sure.

utterance: And when you get that pulled up, let me know and I'll tell you where to go.

utterance: So I guess I probably could've just done this online?

utterance: I think it's best when you call in because when you're speaking to someone and something doesn't go right on the the website, it's it we have a a record of this conversation. So that's just security for you. so you did the right thing.

utterance: OK.

utterance: OK, great. OK, I have it up.

utterance: OK, and there is a a little hamburger sign to the top left corner of your screen. I need you to click there.

utterance: Yep. OK.

utterance: All right. And I want you to scroll down to where it says profile.

utterance: OK.

utterance: OK. And where it says profile underneath there, we'll say personal and then click there on that little asterisk and you should see all of your information. Your address your account numbers and your phone number. And tell me what you see. Did it did it did it go through?

utterance: OK.

utterance: yes. It does look like it went through. So that works.

utterance: OK,

utterance: Fantastic. I'm so happy it worked this time. it it's so weird you would think, you know, it's a computer. They they speak to each other and it should all be the same, but it wasn't a few times. But anyway, I'm so glad that that worked. And I wanted to go ahead and get into your account and give you your balance. It looks like you have twenty thousand two hundred dollars and twelve cents.

utterance: OK, great. That matches what I have. I just wanted to check. Thank you so much.

utterance: You are so very welcome, Ms. Johns. was there anything else that I I could help you with today?

utterance: no. I think that's everything. Thank you so much for your help. I really appreciate it. You've been wonderful.

utterance: Oh, you're so very welcome. I hope you have a wonderful rest of your day, Ms. Johns. And again, we really value your loyalty here at Intellibank. If you have any further questions, please don't hesitate to call us. And you have a wonderful rest of your day.

utterance: Thanks. You too hun.

utterance: Thank you. Bye.


utterance: Thank you for calling Intellibank customer services. This is Steven. How can I help you?

utterance: yes. I need to, to I, I need my septic tank pumped out. And I need to know if I've got enough money.

utterance: Absolutely sir. Do you have a checking or savings account with us?

utterance: I've got a Intel checking account.

utterance: Did you mean an Intellibank checking account, sir?

utterance: Yes. Intellibank. That's correct.

utterance: All right. I can help you look up the account balance on that today. Can I get your first and last name?

utterance: Dan Thomas. T H O M A S. And my birthday is May twelfth, nineteen sixty.

utterance: All right. Thank you for that sir. And can I have the account number for your checking account, please?

utterance: OK. Just one second. Let me go see if I can find it.

utterance: Not a problem sir. Take your time.

utterance: OK. I've got it.

utterance: All right sir. Whenever you're ready. Just go ahead and read that number off for me.

utterance: It is seven three zero. Six nine five. Six eight two nine.

utterance: All right. Just to verify that, seven three zero. Six nine five. Six eight two nine. Correct?

utterance: That is correct.

utterance: All right. Thank you very much, Mr. Thomas. And can I have you verify the answer to this security question? What was your mother's maiden name?

utterance: Green. G R E E N.

utterance: All right. Thank you very much sir. I've got that account pulled up. And you just wanted to know the available balance today?

utterance: Yes. I've got to have my septic tank pumped out. It's all plugged up. And it's, it's overflowing. And, and it's making a big mess. Do you ever have problem with your septic tank?

utterance: I can't say that I have sir. I, I don't believe that I've ever had a septic tank actually. I've only ever lived in the city.

utterance: Oh so you're on a sewer.

utterance: yes. I believe that would be one of them.

utterance: That's. That's the way to

utterance: Go. But we're out in the country, and we don't have the sewer available. So what we have is a septic tank. And we have to have it pumped up out every four or five years. Wife, she, she plugs it up with bunch of toilet paper. I guess.

utterance: Yeah. Well, I can't imagine that'll be very fun, sir.

utterance: No. It's not. Make's a big mess.

utterance: I, I can certainly see that happening. All right. Well the balance in your checking account, as of today, is three hundred and ninety six dollars, and twelve cents.

utterance: Can you repeat that?

utterance: Three hundred and ninety six dollars, and twelve cents, sir.

utterance: OK. I'm sorry. I didn't understand the first time.

utterance: Not a problem. All right sir. Is there anything else I can assist you with today?

utterance: can't think of anything.

utterance: All right. Would you like for me to help set you up with online banking? So that you can check your account balance at your leisure?

utterance: yes. Let's, let's, let's do that if you can.

utterance: All right sir. Let me just verify some information real quick. Is your email address still D Thomas at A B C dot com?

utterance: Yes it is.

utterance: All right. And would you like any information, related to your online banking, to be sent to that email address?

utterance: yeah you can send all correspondence to that email address.

utterance: All right. I can go ahead and check that box for you. OK. And if you're ready, I've got a username and a temporary password for you.

utterance: OK. Just one second. Let me grab something to write with.

utterance: All right.

utterance: OK. I'm ready.

utterance: All right sir. Your username is going to be D Thomas T H O M A S. And then the numbers zero zero two.

utterance: OK.

utterance: All right. And then your temporary password will be capital E. One. L G five capital W.

utterance: OK. I've got that written down.

utterance: All right sir. And then just the first time that you log in, if you'll enter that temporary password, it will prompt you to create your own password.

utterance: All right. And I just go to the your main website. And there'll be a link? There?

utterance: yes sir. When you go to the Intellibank dot com main home page, there will be a location for you to enter the information. And it will put you through to the online banking services.

utterance: OK. Sounds great.

utterance: All right sir. Well is there anything else I can help you with?

utterance: I don't believe so.

utterance: All right. Well we do appreciate you for being a loyal Intellibank customer. And if there's nothing else I can help with, then I will let you have a wonderful rest of your day.

utterance: All right. Thank you.

utterance: Thank you sir.