This guy wasn't that sucky, but he asked for my help when there really wasn't anything I could do. He wanted my help transferring his direct deposit for his pension and social security to his checking account with us. On the plus side, he called ahead of time and made an appointment, so at least I wasn't in the middle of something else. I tried to beg off, saying that they're going to want to talk with him anyway, and especially with social security we'll probably stay on hold half an hour or more. But he insisted, so I played good CSR and made time for him.
The call for his pension didn't take long, but as soon as I said he wanted to change his direct deposit, they asked to speak to him. What am I here for, again? And his pension administrator said they had to mail him a form, so he couldn't even get that done today.
The call to social security was even worse. 40 minutes on hold, while he tries to make awkward small talk. Then they ask to talk to him, of course. They ask for the account information where his deposit is going now, which he doesn't have with him, before he can change it to a new account. After he hangs up the phone, he says he was going to bring his checkbook for the old account, but forgot it.
He made arrangements to come back another day to have me help him with his call to social security again.
Add on top of this that the reason he gave for needing my help was that he could barely see, and yet he drives. When he opened his account a month ago, he was on his way back to a southern state because he was closing on his house sale the next day.
The call for his pension didn't take long, but as soon as I said he wanted to change his direct deposit, they asked to speak to him. What am I here for, again? And his pension administrator said they had to mail him a form, so he couldn't even get that done today.
The call to social security was even worse. 40 minutes on hold, while he tries to make awkward small talk. Then they ask to talk to him, of course. They ask for the account information where his deposit is going now, which he doesn't have with him, before he can change it to a new account. After he hangs up the phone, he says he was going to bring his checkbook for the old account, but forgot it.
He made arrangements to come back another day to have me help him with his call to social security again.
Add on top of this that the reason he gave for needing my help was that he could barely see, and yet he drives. When he opened his account a month ago, he was on his way back to a southern state because he was closing on his house sale the next day.
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