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Old 01-05-2010, 03:07 PM   #1
Captain Morgan
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I will agree. However, having worked the other end of it, I can speak from experience and say that we had no idea why you were calling. The automated system routes you to someone best able to handle your call (or at least it should) and the rep on the phone simply sees your account on the screen when the call comes in. We always asked for your account number because we had no clue who you were. For all we know, you could have punched a bunch of random numbers into the screen. That said, I would always try to ask your NAME. If the name was the same as the one on the screen and you had multiple accounts, I'd ask which account you wanted to talk about.

We had certain things we had to verify to make sure we were talking to the account owner, but sometimes it helped to ask the account number just to hear how the person answered. We could look at how long the account had been opened and get an idea if they were who they said they were. If some guy called me who'd had his account for 15 years, but had to read the account number off a piece of paper, something would seem fishy and I'd press for more info than was just required. It was just simply one of the things I did, but wasn't necessary for the job.

But I agree, it is annoying to punch your number into the phone, only to have the person ask you what the number was. And yes, sometimes the systems would not populate your account on the screen, but I always let the person know that when asking for the number by saying, "I'm sorry, but your account didn't come up when you called in. Could you tell me your account number so I can bring it up, please?"
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Old 01-05-2010, 03:08 PM   #2
marko138
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Originally Posted by Captain Morgan View Post
I will agree. However, having worked the other end of it, I can speak from experience and say that we had no idea why you were calling. The automated system routes you to someone best able to handle your call (or at least it should) and the rep on the phone simply sees your account on the screen when the call comes in. We always asked for your account number because we had no clue who you were. For all we know, you could have punched a bunch of random numbers into the screen. That said, I would always try to ask your NAME. If the name was the same as the one on the screen and you had multiple accounts, I'd ask which account you wanted to talk about.

We had certain things we had to verify to make sure we were talking to the account owner, but sometimes it helped to ask the account number just to hear how the person answered. We could look at how long the account had been opened and get an idea if they were who they said they were. If some guy called me who'd had his account for 15 years, but had to read the account number off a piece of paper, something would seem fishy and I'd press for more info than was just required. It was just simply one of the things I did, but wasn't necessary for the job.

But I agree, it is annoying to punch your number into the phone, only to have the person ask you what the number was. And yes, sometimes the systems would not populate your account on the screen, but I always let the person know that when asking for the number by saying, "I'm sorry, but your account didn't come up when you called in. Could you tell me your account number so I can bring it up, please?"
Never thought about that. Makes sense, but still annoying.
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Old 01-05-2010, 04:11 PM   #3
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Originally Posted by Captain Morgan View Post
I will agree. However, having worked the other end of it, I can speak from experience and say that we had no idea why you were calling. The automated system routes you to someone best able to handle your call (or at least it should) and the rep on the phone simply sees your account on the screen when the call comes in. We always asked for your account number because we had no clue who you were. For all we know, you could have punched a bunch of random numbers into the screen. That said, I would always try to ask your NAME. If the name was the same as the one on the screen and you had multiple accounts, I'd ask which account you wanted to talk about.

We had certain things we had to verify to make sure we were talking to the account owner, but sometimes it helped to ask the account number just to hear how the person answered. We could look at how long the account had been opened and get an idea if they were who they said they were. If some guy called me who'd had his account for 15 years, but had to read the account number off a piece of paper, something would seem fishy and I'd press for more info than was just required. It was just simply one of the things I did, but wasn't necessary for the job.

But I agree, it is annoying to punch your number into the phone, only to have the person ask you what the number was. And yes, sometimes the systems would not populate your account on the screen, but I always let the person know that when asking for the number by saying, "I'm sorry, but your account didn't come up when you called in. Could you tell me your account number so I can bring it up, please?"

that all makes sense EXCEPT i don't care how long i have a cell phone account i will always have to read the number off of the bill or whatever. probably why it takes them a bit to believe it's me when i call in. LOL
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Old 01-05-2010, 04:13 PM   #4
marko138
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that all makes sense EXCEPT i don't care how long i have a cell phone account i will always have to read the number off of the bill or whatever. probably why it takes them a bit to believe it's me when i call in. LOL
Yeah, there are very few account numbers I have memorized. Bank account is about it.
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Old 01-05-2010, 04:17 PM   #5
z06boy
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I hate that crap too and then have to verify address...blah...blah...blah when I'm just calling to ask a simple question about something.

I understand about establishing ownership of the account but it's still annoying as feck.
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