Hey there! how may I help you today?
I would like to transfer from my checking to my savings
Sure! I'll be happy to help. May I know your name please?
James Tiara
Thanks, James! could you help me with your account number and your SSN number?
Sure, no problem checking Acct # 14379  SS# 197-22-4989
That's great! I would also be needing your savings account number to initiate transfer.
Savings acct# 16781
That's awesome! how much would you want to transfer?
Transfer $2,000.00
That's great! Let me check if I have this correct. you want to transfer $2000.00 from 14379 to account 16781. Correct?
Oh, you know what, I made a mistake the transfer to acct is # 15432
Sure, no problem. Let me change it for you.
Sorry, it gets kind of confusing when you have multiple savings accounts and multiple banks
I understand it gets confusing, I'll be happy to get this for you. You want to transfer $2000.00 from 14379 to account 15432. Correct?
That is correct
Good news! The transfer has been initiated. You'll be receiving a confirmation mail shortly. You can always reach out to us, if you have any confusions. How else can I help you today?