Since I have been in my Leadership Rotation as team lead of the Account Support team, things have been very busy! When I first joined the team, I sat down with the members to begin to learn their processes. Once I got a good understanding of them, I put together a plan to begin cross-training the team. Now, instead of only having one person who knows a process, we have four! I am also in the process of re-writing all of the procedures for the team and preparing for the system conversion that is going to take place in July.
Some things I have done to prepare the team for this are, as mentioned before, the cross-training. Re-organizing the queues we work out of to better match what the new system will look like, and working with other departments to make the process flow better for ourselves and the client.
While in my leadership rotation, I have been responsible for payroll, monthly score-cards, daily stats, and attending different meetings with management. It has been a great experience and I am looking forward to learning all that I can over the next few months!
I have had an IRA account with Equity Trust Company for about 5 years. Normally, I don't have to deal with the customer service, but now that I have, the service is terrible.
ReplyDelete2 days ago, they debited over $450 from my regular checking account without my authorization. I have contacted them 4 times now, via phone, email, and fax, and no one will return my calls or explain why that amount was debited. I am lucky that I had enough balance in there to not go negative.
Why are they taking money out of my bank checking account? Why won't they refund the money or at least explain their actions? I don't know. Whenever I call customer service they say that the accounting department will look into it. I asked to speak to a manager, and they said that they were all in a meeting. Right. A manager was supposed to call me back within an hour, but they never did.
Also, I have paid my yearly fee, with a check which they cashed, so I have no clue why they feel justified with debiting my account and holding the funds. What gives them the right to steal money from my bank account?
The worst part is, the bank won't deal with them until the funds clear, so now, I have days (and who knows how long) until the funds are released.
cepippin2000@yahoo.com