📅 2025-03-14 — Session: Addressed Banking Document and Credit Card Inquiries
🕒 15:25–16:30
🏷️ Labels: Banking, Documents, Credit Card, Erste Bank, Email Templates
📂 Project: Accounting
⭐ Priority: MEDIUM
Session Goal
The session aimed to address multiple banking-related tasks, including document submission, review, and inquiries concerning credit card applications with Erste Bank.
Key Activities
- Reviewed unclear response from Erste Bank regarding bank account funds after death and prepared to follow up for clarification on estate matters.
- Managed document submission reminders and review notifications from Erste Bank, ensuring compliance with deadlines.
- Followed a structured guide for reviewing and signing documents in George, and handling credit card statements.
- Developed professional email templates for following up on credit card applications, including translations into Austrian German.
Achievements
- Clarified the next steps for estate-related inquiries with Erste Bank.
- Ensured all necessary documents were submitted and reviewed in a timely manner.
- Created and refined email templates for effective communication with Erste Bank regarding credit card applications.
Pending Tasks
- Follow up with Erste Bank to confirm details about estate matters and access for family members.
- Await response from Erste Bank regarding credit card application inquiries and missing documents.