botserver/templates/bank.gbai/bank.gbkb/banking-services.md

5.6 KiB

Banking Services Guide

Account Types

Checking Account

A checking account is designed for daily transactions and provides easy access to your funds.

Features:

  • Unlimited transactions
  • Debit card included
  • Online and mobile banking access
  • Bill pay services
  • Direct deposit available

Requirements:

  • Minimum opening deposit: $25
  • Valid government-issued ID
  • Social Security Number or Tax ID

Savings Account

A savings account helps you grow your money with interest while keeping it accessible.

Features:

  • Competitive interest rates
  • No monthly maintenance fee with minimum balance
  • Automatic transfers from checking
  • Up to 6 withdrawals per month

Interest Rates:

  • Standard Savings: 0.50% APY
  • High-Yield Savings: 2.50% APY (minimum $1,000 balance)

Certificate of Deposit (CD)

CDs offer higher interest rates in exchange for keeping your money deposited for a fixed term.

Terms Available:

  • 6 months: 3.00% APY
  • 12 months: 3.50% APY
  • 24 months: 4.00% APY
  • 60 months: 4.50% APY

Early Withdrawal Penalty: 90 days of interest

Transfer Services

Internal Transfers

Move money between your accounts instantly at no cost.

How to transfer:

  1. Select source account
  2. Select destination account
  3. Enter amount
  4. Confirm transfer

External Transfers (ACH)

Transfer funds to accounts at other banks.

Processing Times:

  • Standard: 2-3 business days
  • Same-day ACH: Available for transfers initiated before 2 PM

Limits:

  • Daily limit: $10,000
  • Monthly limit: $50,000

Wire Transfers

For urgent or large transfers, domestic and international.

Domestic Wires:

  • Fee: $25
  • Processing: Same business day if before 4 PM

International Wires:

  • Fee: $45
  • Processing: 1-2 business days

PIX (Brazil)

Instant payment system available 24/7, including holidays.

Features:

  • Instant transfers
  • No fees for individuals
  • Available via CPF, phone, email, or random key
  • QR code payments supported

Limits:

  • Daytime (6 AM - 8 PM): R$ 20,000
  • Nighttime (8 PM - 6 AM): R$ 1,000 (adjustable)

Card Services

Debit Card

Your debit card is linked directly to your checking account.

Daily Limits:

  • ATM withdrawal: $500
  • Point of sale purchases: $2,500

Lost or Stolen Card: Contact us immediately to block your card. A replacement will be sent within 5-7 business days.

Credit Card

Build credit and earn rewards with our credit cards.

Card Options:

  • Classic: No annual fee, 1% cashback
  • Gold: $95 annual fee, 2% cashback, travel insurance
  • Platinum: $195 annual fee, 3% cashback, concierge service

Payment Due Date: 25th of each month

Card Blocking

If your card is lost or stolen:

  1. Say "block my card" to this assistant
  2. Call 1-800-BANK-HELP
  3. Use the mobile app

Temporary blocks can be lifted at any time.

Bill Pay

One-Time Payments

Pay any bill directly from your account.

Supported Billers:

  • Utilities
  • Credit cards
  • Loans
  • Insurance
  • Government agencies

Recurring Payments

Set up automatic payments for regular bills.

Options:

  • Fixed amount on specific date
  • Full statement balance
  • Minimum payment due

Payment Processing

  • Electronic payments: 1-2 business days
  • Check payments: 5-7 business days

Loans and Financing

Personal Loans

Unsecured loans for any purpose.

Terms: 12 to 60 months Rates: 8.99% - 18.99% APR Amounts: $1,000 - $50,000

Home Loans

Mortgages for purchasing or refinancing your home.

Types Available:

  • 30-year fixed
  • 15-year fixed
  • Adjustable rate (ARM)
  • FHA loans
  • VA loans

Auto Loans

Financing for new or used vehicles.

New Cars: Rates from 5.49% APR Used Cars: Rates from 6.49% APR Terms: 24 to 72 months

Credit Line

Flexible borrowing when you need it.

Home Equity Line (HELOC): Up to 85% of home value Personal Line of Credit: $5,000 - $25,000

Investment Services

Investment Options

  • Savings bonds
  • CDB (Certificado de Depósito Bancário)
  • LCI/LCA (tax-exempt real estate/agribusiness letters)
  • Investment funds
  • Retirement accounts (401k, IRA, Previdência)

Retirement Planning

Our advisors can help you plan for retirement with:

  • Portfolio analysis
  • Risk assessment
  • Tax-efficient strategies
  • Regular reviews

Security Information

Online Banking Security

  • 256-bit SSL encryption
  • Two-factor authentication
  • Automatic session timeout
  • Transaction alerts

Fraud Protection

  • 24/7 fraud monitoring
  • Zero liability for unauthorized transactions
  • Instant transaction alerts
  • Secure card chip technology

What We Will Never Ask

  • Full card number via chat or email
  • Your password or PIN
  • Security codes via unsolicited contact
  • Personal information via text message

Frequently Asked Questions

Q: How do I check my balance? A: Say "check my balance" or "what's my balance" to this assistant.

Q: How do I dispute a transaction? A: Contact us within 60 days of the transaction. Provide the date, amount, and merchant name.

Q: What are your business hours? A: Digital banking is available 24/7. Branch hours are Monday-Friday 9 AM - 5 PM, Saturday 9 AM - 1 PM.

Q: How do I update my contact information? A: You can update your address, phone, and email through online banking or by visiting a branch.

Q: Is there a fee for using other banks' ATMs? A: We charge $3 per transaction. The ATM owner may charge an additional fee.

Contact Information

  • Customer Service: 1-800-BANK-HELP
  • Fraud Hotline: 1-800-FRAUD-911
  • International: +1-555-123-4567
  • Email: support@generalbank.com

For immediate assistance, continue chatting with this assistant.