Thursday, February 10, 2011

Bank Transaction

I had a really good customer service experience yesterday.   That seems strange to say.   I called my bank/brokerage to get help transferring some money out of my account.   It was after 5:00 so I was fully expecting that I would get either a recording, or someone that was incapable of helping me.   I was really just hoping to get some information so that I could call back today and actually do the transaction.   I was greeted immediately by a guy name Jim who spoke perfect English.  Shocking!   He proceeded to lay out my options and told me exactly what I would need to do.   My account wasn’t quite set up to do what I wanted, but he told me how we could get around that.   He gave me his fax number and asked me to send some things directly to him that would allow the transaction to take place.    It was really awesome.    I’m pretty sure the money is all moved and I won’t have to do anything else.    I have only one major concern at this point.   What if I dialed the wrong number?

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