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Tess was helping an elderly Amplify member with a transaction, and noticed she seemed overwhelmed. The member told Tess she had many errands to run that day, including sending several faxes. Tess offered to fax the documents for the member, and later sent a note to her . . . just because.
The member responded with a handwritten note to Tess expressing her appreciation. Tess reviewed the member's accounts and realized she could save this member more than $3,000 by refinancing her home equity loan.
Tess called the member to thank her for the note, and mentioned the savings opportunity she'd uncovered. The member was thrilled - and Tess has made a friend for life! |
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Tess Sullivan Pond Springs |