📅 2025-03-14 — Session: Erste Bank Document and Credit Card Management
🕒 15:25–16:30
🏷️ Labels: Banking, Documents, Credit Card, Erste Bank, Communication
📂 Project: Accounting
⭐ Priority: MEDIUM
Session Goal
The session aimed to manage banking documents and credit card applications with Erste Bank, ensuring compliance with document submissions and handling inquiries related to credit card applications.
Key Activities
- Reviewed unclear response from Erste Bank regarding bank account funds after death and identified the need for a follow-up on estate matters.
- Reminded to upload a valid identification document to Erste Bank’s online system by the deadline.
- Notified about documents uploaded for review and signing, requiring user action before a deadline.
- Provided a guide for reviewing and signing pending documents in George, and managing credit card statements.
- Created professional email templates for following up on credit card applications, including translations in Austrian German.
- Revised credit card application inquiries to maintain clarity and politeness.
Achievements
- Clarified the steps needed for document review and credit card management.
- Developed communication templates for effective follow-up with Erste Bank.
Pending Tasks
- Follow up with Erste Bank regarding unclear information on estate matters.
- Ensure compliance with document submission deadlines.