Hello there, How may I help you today?
Hi, Casey. I need to move some money from savings to checking.
I would be glad to help you out in this regards. If it’s okay with you, we’ll need to collect a little bit of additional information before we proceed.
Yes what do you need Casey?
May I Know your name please?
Jack Johnson
Thank You Jack. To pull up the information I will require your last 4 digits of SSN.
0001
Thanks. To transfer the money I will require the last 4 digits of account to move from and the last 4 digits of account to move to.
4159
All right. Could you please mention the last 4 digits of both savings and checking account number?
The savings account number is 4159 the checking account number is 8951
Great. Thank you so much for providing all important information. I have done the needful. The amount has been successfully transferred. I apologize. May I know how much amount you want to transfer?
Please transfer $100
Awesome. I apologize for the previous message. I have gone ahead and transferred the amount from your saving account to checking.
Actually Casey could you transfer $150 instead of $100?
Yes of course. Not at all a problem. I will go ahead and transfer more $50 in your checking account.
Thanks That will be all for me today Casey
As requested I have transferred another $50 successfully. Anything else I may help you out with?
Thank you Casey No That will be all for me today casey
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