utterance: Hi, there. Thanks for calling Intellibank. My name is Samantha. How can I help you today?

utterance: I hope it's not too late but my account was frozen at Wells Wells Fargo and so I guess I need a new bank.

utterance: Oh, you'd like to open a new account?

utterance: Yes, fantastic. I can help you with that. I just need a few pieces of information. let's start with first and last name and your date of birth.

utterance: OK. My name is Carol Shiner.

utterance: S H I N E R.

utterance: Thank you.

utterance: And my date of birth is ten twenty-five ninety-five.

utterance: Twenty-five nineteen ninety-five.

utterance: OK.

utterance: And I need a social security number.

utterance: OK. Can you hold on for a second while I go grab my wallet?

utterance: Absolutely. Please take all the time you need.

utterance: OK. I'll be right back. Thank you.

utterance: Go lay down. You just go lay down.

utterance: OK. I got it.

utterance: OK. I'm ready whenever you are.

utterance: It's four nine seven twelve thirty-four twenty-eight.

utterance: OK. I need a security question to put on your account to verify that it's you calling. Is there a specific question you would like to put on your account?

utterance: Let's do my mother's maiden name.

utterance: Perfect and what is your mother's maiden name?

utterance: her name her maiden name is Rock.

utterance: R O C K?

utterance: Yes.

utterance: OK.

utterance: And are you interested in a checking or a savings account today?

utterance: A checking.

utterance: Wonderful.

utterance: Hey, do you guys do auto lobye bye, like a loan, so I can get a car?

utterance: Yeah. We do. We do auto loans. all you would need to do is come in to the branch and fill out an application with the banker. and they can walk you through the steps to further help you through that.

utterance: OK. I can do that when I come in there to pay you the twenty-five dollars for my savings or my checking account?

utterance: First deposit, absolutely, yep.

utterance: OK thank you.

utterance: Yes you can. Are you interested at all today to open a high-interest savings account?

utterance: No. I am not.

utterance: OK. So we've got all of your information for this account to be opened. I do need you to come to bank and sign some agreement paperwork whenever you have a minute but it's pretty simple to understand. The checking account has a minimum balance of twenty-five dollars. So if you go below that minimum balance you're gonna get a five dollar fee and that reoccurs every month if you're below that twenty-five dollar balance.

utterance: OK.

utterance: Other than that, you shouldn't encounter any fees except an ATM fee but you can always get around that by coming to the location using our bank or our ATM specifically and you will not get a fee by using our ATM.

utterance: Oh, that's great. That's great. So.

utterance: Great.

utterance: I'm sorry?

utterance: It's. I was just wondering is it snowing where you're at?

utterance: You know what? We had no snow this week. Where everybody else had snow, we had no snow this week whatsoever but the the access, were expected to have a lot of snow within, you know, within the next few days. So I would prepare for lots of snow.

utterance: Oh yeah. It's coming down like crazy here.

utterance: Oh, is it?

utterance: Yeah. It's really snowing.

utterance: Oh wow.

utterance: OK. Well then I will be need to prepare for some snow.

utterance: OK.

utterance: Ms. Shiner. Would you like any information on online banking so that you can check your balance online?

utterance: I'll just get that when I come in and talk to you. when I sign the papers.

utterance: Great.

utterance: I will make sure to put a note on here that we will give you some further information for that.

utterance: OK. Thank you.

utterance: And yup. I think that that's all that we need for today.

utterance: Oh, I have another question. I'm just wondering. you guys aren't gonna freeze my account or anything are you? For like, I I don't know. Say back child support or or or if I'm late on my loan. My my my I don't know. For any reason, what what would be a reason you would freeze my account?

utterance: I don't. The only way that we could freeze your account legally would be a creditor would have to come in and fill up some very serious paperwork that would have to freeze your account. through that way. But they can't. They can't steal the money out of your account. They can only freeze it in order to force you to pay the debt that they. But that has to be done through a court and a bank, I mean, that's it's very in depth process. But it's very legal process. So no. no. There's no reason that Intellibank should freeze your account for anything.

utterance: OK. Yes cuz Wells Fargo sucks. I'm never I'm never banking with them again.

utterance: They just, I don't. I'm not quite sure what happened there but I definitely am going to be down there in just like at forty-five minutes to get all this straightened out.

utterance: OK. Yeah. That sounds like something that that you would definitely need to. I'm so sorry that you're having some problems with them.

utterance: Oh.

utterance: Thank you very much. But you've been great. I appreciate your help and I'll be there in just a little bit.

utterance: Oh fantastic. I will see you when you get here.

utterance: All right. You have a good day.

utterance: You have. Oh thanks for calling Intellibank. Have a great day.

utterance: click.


speaker_role: Agent

utterance: Hello, and thank you for calling Intellibank. I'm here to help you. My name is Robert. How may I help you today?

speaker_role: Customer

utterance: Hi Robert. My name is Jessica Brown. I would like to make a wire transfer.

utterance: All right, that's something I can definitely help you with. for one one more time could you repeat your full name for me?

utterance: Yeah, it's Jessica Brown and my birthdate is the July the thirteenth, nineteen ninety-four.

utterance: Oh, perfect. Thank you so much. Let me go ahead and put that in here. And can you also give me your account number or if you don't have that available, could you give me a, your credit card number?

utterance: Yeah, I have my account number with me here, it's three three one two four seven one one.

utterance: Perfect, let me go ahead and pull that up for you right now. All right, I seeing that you set up a security question and I'm going to need your answer. what was the name of your favorite high school teacher?

utterance: Yeah, the name was Mrs. Smith I think.

utterance: Oh, that is correct.

utterance: OK, perfect. I'm seeing here inside of your account you have an available balance of seven hundred and twenty-three dollars and forty-five cents. How much would you like to send in the wire transfer?

utterance: I would like to send one hundred and fifty dollars.

utterance: Perfect. And is that from the same account that you just mentioned to me?

utterance: Yeah, the same one.

utterance: OK, fantastic. Now this wire transfer, is it going to be a domestic or international transfer?

utterance: No, it's a domestic transfer, just for my son.

utterance: OK, fantastic. Could you go ahead and give me the routing number for the, for your son that you'd like to send it to and also the account number?

utterance: Yeah, the routing number is two three four six four six five four eight. And the account number is nine four three five five zero two five.

utterance: Perfect, thank you so much, Mrs. Brown. I'm going ahead and processing this wire transfer for you as we speak. Is there anything else that I can help you with while I'm while I'm here?

utterance: Yeah, you can can you tell me which is the balance of my savings account?

utterance: of your savings account it looks like you also have a savings account with us and the balance of that is three hundred and seventy-five dollars and seventy-two cents.

utterance: Yeah, that sounds right. OK, thank you.

utterance: I'm glad to help and I'm seeing here that the wire transfer was approved and it should be going through very soon now. Is there anything else I can help you with?

utterance: No, I think that's everything. I will just check everything later and if there's any problem I will call again.

utterance: All righty. now, I could also suggest that you use our online banking service, in which you will be able to transfer funds more conveniently in the future, if you would prefer.

utterance: OK, you can, can you tell me the name?

utterance: Yes, if you go onto our website, WWW dot Intellibank dot com you will be able to sign up for our account there and you can also download our app on Android or iPhone, which is under the name Intellibank. And you'll be able to sign in and directly from there from your phone or computer, you'll be able to make wire transfers and do several other operations that could be useful.

utterance: Wow, that sounds very, very helpful. Thank you.

utterance: Thank you, Mrs. Brown. Is there anything else I can help you with?

utterance: No, that will be everything.

utterance: Fantastic. Well, have a great day and once again need anything else you can give us back a call at here at Intellibank.

utterance: OK, great. Thank you. Bye.

utterance: Thank you. Have a good day.


utterance: Hello, thank you for calling Intellibank. My name is Celeste, how may I assist you?

utterance: Hi Celeste, I'm calling because I dropped by credit card in my car, and somehow it fell down where I cannot reach it.

utterance: Oh, no. I am so sorry to hear that. I can definitely help you with ordering a replacement card.

utterance: Great, thank you. Yeah, I tried for about forty-five minutes to reach it, but I can't. So frustrating.

utterance: Oh, I am so sorry. That would be frustrating. Can you give me just a moment here Let's see. May I please have your first and last name?

utterance: Yeah, my name is Emily Mann.

utterance: I'm sorry, is that M A N N or M A N?

utterance: M A N N, yeah.

utterance: Oh.

utterance: OK perfect, thank you.

utterance: And Miss Mann, may I please have your debit. Oh, oh, oh, excuse me, credit card number if you have it?

utterance: I do, actually. Hold on just a second. I have it written down somewhere.

utterance: Yeah, no problem. Please take your time.

utterance: Thanks.

utterance: OK, it is six seven six three one one oh nine, two two two one five seven seven five.

utterance: And I'm sorry, the last two digits, was that seven five?

utterance: That's correct.

utterance: OK, thank you so much for providing that information, Mrs. Mann.

utterance: Yeah.

utterance: I'm sorry, hold on just a second.

utterance: Oh yeah, no problem. Please take your time.

utterance: Yeah, sorry about that. actually, I got an email about changing my current credit card to a cash back card. and I was interested in switching to that if possible.

utterance: Oh absolutely, I can definitely get you switched over to the new cash back card. And For the security of your account, Mrs. Mann, can you please verify your date of birth for me?

utterance: Yes, it's October nineteenth Nineteen eighty-one.

utterance: OK, thank you very much for that. So we can definitely get you switched over to a new cash back card.

utterance: Great.

utterance: OK, so I have your account pulled up here Mrs. Mann and then just one more thing here, for the security of your account again, can I please have you verify the name of the street where you grew up.

utterance: Sure. It's Vienna Drive, Lakeshore, California.

utterance: OK, perfect, thank you so much for verifying that.

utterance: Yeah, no problem. My PIN is one two five five.

utterance: OK perfect, thank you.

utterance: Sure.

utterance: All right, so I see here that you have been banking with us since two thousand and nine. I want to thank you so much for being a valued Intellibank customer. We really appreciate it. And I see that you have our platinum card, and you'd like to switch to our cash back card?

utterance: Yes, please.

utterance: Wonderful, I can definitely help you with that. So, since you are needing a replacement card anyway, we can just send out a new cash back card.

utterance: Oh, perfect.

utterance: Yeah, it makes it super easy.

utterance: Sure.

utterance: Oh my gosh, what, what is that noise in the background?

utterance: Oh my, it's my dog, I'm sorry.

utterance: No worries. I have two dogs. How many do you have?

utterance: just the one, and he's noisy.

utterance: They can be that way sometimes.

utterance: Yes, definitely, he's he's, he's wreaking havoc out there on my deck right now.

utterance: Oh, my gosh.

utterance: My, my dogs are big, and they, oh my gosh, they have just caused havoc in my house so many times, so I totally understand what you're going through.

utterance: Yeah

utterance: All right, so let's see here. Did you, did you lose your card today, Mrs. Mann, or?

utterance: yes, just like an hour ago.

utterance: Oh, OK. So let's see here. So I know you said you dropped it in your car. do you happen to know the last transaction that you made with that card? we just need to verify it isn't in the possession of someone other than yourself.

utterance: Sure, I think it was at the gas station. I think Exxon. Today, for gas.

utterance: OK, one moment. Oh, OK, perfect. All right, so Mrs. Mann, before I continue, I'd like to confirm your shipping address. We have one two one one Landed Way That's in Portland, Oregon. And then, area code I'm showing is nine seven two zero three. Is that correct?

utterance: That is correct. But you know what, on second thought, I'm wondering if maybe I should keep trying to get my card out of the car before canceling it and ordering a new card because I don't want to be without a credit card for several days, you know?

utterance: Yes, I understand. You know, it's entirely up to you. would you like to hold off ordering, or you know, what do you feel comfortable with?

utterance: no, I guess not, let's just go ahead with the cash back card, I'm sorry.

utterance: Oh no, no, it's not a problem at all. give me just a moment here. see OK perfect, your current platinum card was successfully canceled. And it looks like the new cash back card should ship out to you tomorrow morning. it will arrive in about three to five business days. Instructions on how to activate your new card will be included with the card. But, if you have any questions at all on how to do that, you can visit our website. are you ready?

utterance: Yes, ma'am.

utterance: OK, that website is going to be WWW dot Intellibank backslash new card activation. And for those instructions.

utterance: OK, sounds good. Thank you so much for your help. I'm sorry, what was your name again?

utterance: Oh, no problem. My name is Celeste.

utterance: Great, thank you Celeste.

utterance: You are most welcome, Miss Mann. Is there anything else I can do to assist you today?

utterance: no, you've been very helpful. Thank you again.

utterance: You are very welcome, it was my pleasure to assist you. Please have a wonderful rest of your day.

utterance: You too, bye bye.

utterance: Mm bye bye.