I get the craziest calls
Oct. 31st, 2003 11:36 pm![[personal profile]](https://www.dreamwidth.org/img/silk/identity/user.png){kind=small}
ladydoujiIt's official. I get the craziest calls at work. this call was crazy and some-one screwed up big time, but it was completely appropiate for the day.
A customer called in mad because the branch keeps messing up. What happened is her husband died last october. She had gone into a branch to have his name removed from their joint account. Well some how the branch managed to open two new accounts in the dead man's name and social security number. Transfering money from the joint acct that the woman couldn't access because she wasn't a owner. Then because of instructions given to social security for her survivor benefits her SS deposits were going to the new accts, and despite going into the branch with id and the death certificate they some-how couldn't get it through their brains to close the new accounts. And man was this customer mad!!!! I had to listen to her scream for 20 minutes.
I managed to help and get her calmed down a little by doing something that technically was wrong. I triple verified the info on the new accounts and requested them closed and the money transfered to the old joint account. That's wrong because for accounts where the owner is deseased the acct is supposed to be closed by the branch when we have proof of death and a will. But considering how the account shouldn't have been opened in the first place and the branch hadn't been able to get it right. I told my section manager afterwards and he agreed that what I did was the right thing to do.
Despite all the trouble with the call I couldn't keep from laughing about it. Dealing with an account opened for a dead man on Halloween.
A customer called in mad because the branch keeps messing up. What happened is her husband died last october. She had gone into a branch to have his name removed from their joint account. Well some how the branch managed to open two new accounts in the dead man's name and social security number. Transfering money from the joint acct that the woman couldn't access because she wasn't a owner. Then because of instructions given to social security for her survivor benefits her SS deposits were going to the new accts, and despite going into the branch with id and the death certificate they some-how couldn't get it through their brains to close the new accounts. And man was this customer mad!!!! I had to listen to her scream for 20 minutes.
I managed to help and get her calmed down a little by doing something that technically was wrong. I triple verified the info on the new accounts and requested them closed and the money transfered to the old joint account. That's wrong because for accounts where the owner is deseased the acct is supposed to be closed by the branch when we have proof of death and a will. But considering how the account shouldn't have been opened in the first place and the branch hadn't been able to get it right. I told my section manager afterwards and he agreed that what I did was the right thing to do.
Despite all the trouble with the call I couldn't keep from laughing about it. Dealing with an account opened for a dead man on Halloween.
![[identity profile]](https://www.dreamwidth.org/img/silk/identity/openid.png){kind=small}
no subject
Date: 2003-10-31 10:29 pm (UTC)