Personal service from ALEC when opening a Health Savings Account created a healthy relationship with new members.
It is often said that laughter is the best medicine. For Barry, who is known for his great sense of humor, that saying is true. Yet when Barry and his wife Mary decided to open a Health Savings Account (HSA), they were serious about working with a financial institution that offered personal service to walk them through the process.
Mary’s company recommended that she and Barry open a membership with ALEC. They became members in 2014 and opened their HSA account.
During the winter months, Mary (who is now retired) and Barry (who owns his own company) live in a home they own in Florida. So they appreciate how easy it is for them to do their banking and be in touch with ALEC no matter where they’re located.
Barry recalls a time he and Mary were at their Florida residence when he needed assistance with ALEC’s website. He contacted ALEC’s call center and spoke with a Member Services Representative, coincidentally also named Mary. She helped Barry navigate through the website, explaining all the convenient online banking features. “Mary’s service skills were simply outstanding,” recalls Barry. “During every interaction, Mary was always thinking ahead, already on the next step.”
Mary at ALEC’s call center became Barry’s go-to person for any questions he had about his finances. When he challenged a fee that occurred on the HSA account, Barry made it clear that he wanted no part of paying ongoing fees. Mary walked Barry through the HSA process to explain what caused the fee to generate, and put all her focus on solutions to avoid having this fee happen in the future. “Mary explained the information with true empathy to my preferences,” says Barry. “She wasn’t reading a written procedure like some customer service providers do. She was genuine, enthusiastic and wanted to help me avoid any future fees.”
In fact, Barry credits Mary at ALEC with his decision to keep his HSA account open and to stay with the credit union. “All of my experiences with ALEC have been with Mary,” adds Barry. “To me, she is a face of the credit union and I like being on a winning team. And she enjoys my sense of humor!”
As a business owner, Barry says he can recognize people who are just doing their job versus those who are outstanding and proactive. “Mary should be recognized for the great job she does,” says Barry.
So is there anything else ALEC could do to make Barry happy? “Yes, give me a pair of Chicago Blackhawks tickets,” he lightheartedly remarks.
Thank you to Barry and his wife Mary for being so appreciative of the personal service they receive from ALEC. And for keeping all of us smiling.