I need to share with you about the following unjust issues that I have been confronted by.
I wanted to invest with Roth Ira accounts and when I inquired with Navy Federal, the Rep. made me aware that she had not been trained in that area and I appraised her for her honesty and help and gave her my contact number for a call back, with a call back from a person that called me, his only concerned was “How much” rather than sharing with me about investment products.
So I contacted Fidelity Investments and proceeded to open up two Roth Ira accounts and were very helpful. Next I needed to fund the accounts, they gave me options.
Jan. 10th Called Navy Federal for some unknown reason could not achieve my goals to send funds from Navy Federal, had to make back to back called to both Navy Federal / Fidelity and re-log with 2FA so many times and Navy Federals outgoing message is so long of a process.
After calling back and forth is not a time saving effort at all!
Jan. 11th after speaking several Navy Federal Reps, on the second day of repetitive calls, I am on my second day.
4:17pm / Navy Federal Rep. Ashly, I had made another attempt with her and explained my what I was trying to achieve, she lead me toward Bill Pay option and so I followed her instructions from PC.
(In the past from other banking institutions if you were to approach, using the Bill Pay option, you would notice that when you entered business entity and if there were a similar business you would noticed it would display a full address and you simply pick the match, not with Navy Federal?
I asked as we proceeded with Ashely, its asking me for a Zip Code, I did not knows who’s zip code and so she gave me Fidelity’s zip code and I only wanted to send a small amount because of the uncertainly as a test… When I went to send it (it did not, give me any forewarning result) and I moved ahead. Wrong, it said the fund of 1 dollar would be mailed by USPS, That’s not what I was wanted, I could have hand written a check myself. I asked her to cancel it and her replied “To Late” very disappointed. And she said you pushed the button, really?
I noticed that I received an email alert, I hung up with Ashely!
Jan. 11th
5:00pm I called back and insisted to speak to a Supervisor
Brian, very understanding and I explained everything, he walked me though it and we set up both separate (2) External Accounts, I asked and I received excellent customer service and thought I was in good hands. I applauded him for his help!
Jan. 13 Evening as I drove to pick up my Wife from work, while waiting for her to come out, I received and email “Suspicious Activity Detected on Your Account” I called Navy Federal right then, Wife got in the car and spoke to an individual, I identified my credentials and questioned the actions of my account and informed me that both of my External Accounts were deleted and I would have to go through the whole process over, I returned home and attempted to call and said I am very tired and both of us are
Suffering from very bad colds…
Jan. 14th / Navy Federal Rep. 10:22AM, I attempted to Ask to speak to Supervisor Brian, reply we have a lot of Brains, Really?
Jan.14th / Navy Federal Rep. 10:26am
Jan.14th / Navy Federal Rep. 10:33am
Jan.14th / Navy Federal Rep. 10:29am
Mr. Kuhlmann,
My Wife and I were just so amazed at the highly unprofessional tactics, please Pull-The-Calls…
And these are Supervisors?
I was badgered over the phone and when I asked, 3 different Supervisors Hung Up the phone on us!
Jan.14th / Navy Federal Rep. 10:47am, Thomas, he was pleasant, kind and helpful throughout and thorough and took notes and said that he would send out a message to a resolutions team.
He even took the time to assist me to add another External Account for my Wife and she verified yourself and gave permission for me to proceed and add the account.
FYI Even Thomas knows Brian, and speaks rather highly of him too!
*Update* Received and second time email days later, they DID it again...They flagged my (Wife) External Account again...
Enough is enough with the Poor performance, Unjustified Supervisors that are ready to pounce on a customer, instead of assisting a customer in need to solve issues!
Recommendation: Research any and all banking institutions first, my bad!!!