“None of the issues the professionals at the BB&T Wealth Solutions Center deal with are exactly the same. But here is an example of how our morning may start,” explains Wealth Solutions Center Team Director Sean Mondichak. “It was a normal Tuesday morning for Kelly, one of our Wealth clients. She sat at her kitchen table, drinking a cup of coffee before starting her busy day. Kelly opened the BB&T U app on her tablet and reviewed her bank accounts. That’s when she saw them – transactions she had not authorized. Kelly didn’t know how it had happened, but she knew she needed help.
“But who should she call? It was 7:30 a.m. The financial center was not open, and she didn’t want to call Mark, her Wealth advisor, so early. It was then she remembered Mark had introduced her to the Wealth Solutions Center. During their last appointment, he had even asked her to put the telephone number in her cell phone. The Wealth Solutions Center opened at 7 a.m. so she called.”
What is the Wealth Solutions Center?
The Wealth Solutions Center is a powerful resource available to BB&T’s Wealth clients. The Wealth Solutions Center acts as an extension of your Wealth advisor. Whether it’s assisting with your day-to-day banking needs, like ordering checks; answering questions about BB&T products such as your Vantage Bankcard, online banking or savings account; or navigating a concern with your accounts, the Wealth Solutions Center provides superior client service when you need it.
“Steve, the Wealth Solutions Center agent who answered Kelly’s call, listened as she explained what she found that morning. He determined the charges were on her debit card and took care of each step necessary to resolve her issue so she wouldn’t have to call anyone else. He quickly blocked her debit card, ordered a new one, filed a dispute on the charges and even followed up with her a few days later to make sure she received her new card,” Mondichak said. “We are here to make sure your issue or request is handled quickly and professionally, so you don’t have to worry about it again.”
At BB&T’s Wealth Solutions Center, we’ve made it our mission to share expert knowledge and offer outstanding service with every interaction. We’re available Monday-Friday, 7 a.m.-7 p.m. ET at 800-388-3085. We’re here and ready to help you. We look forward to your call!