on 23-05-2018 02:20 PM
Why can't we contact bank's pexa teams by phone. Banks are constantly delaying settlements because they havent signed off on everything in time and the settlement continues to roll over.
There must be a better way to contact a bank's pexa team.
It is unacceptable that settlements continually fall through because a bank hasn't signed off in time.
In the end, it is us as practitioners and representatives for client's who get in trouble if a settlement is delayed not the bank.
23-05-2018 02:41 PM - edited 23-05-2018 04:15 PM
Hi @Dellz90 Westpac and NAB both have phone lines you can use to contact their PEXA team. Please refer to this article and click on the bank's link for the phone numbers https://community.pexa.com.au/t5/Help-Centre/Bank-Transfer-Tips/ba-p/6974
on 23-05-2018 02:43 PM
Thank you so much for that, ill keep this information for any future issues. However at the moment, its ANZ I am having issues with
on 23-05-2018 03:45 PM
For Westpac just call our normal Settlement Booking Hotline and listen to the options.
We have a specific option if the settlement is already booked in PEXA.
on 23-05-2018 04:01 PM
Thanks for your post as we are also facing this.
@TheDoctor you know i love your work mate, but some of these things are just changing behaviours, not squashing the issue.
NAB have a hotline in relevance to this post, they now say, you are in the queue and we will look at your workspace when we get to it.
Settlement is scheduled tomorrow, we have many parties involved and not just the bank. Alots riding on this settlement and the ability to get it across the line is out of our hands. This is what I recently talked to @Marty about where the health of the workspace is low and will require alot of attention over the next 24 hours on our part to get it settled.
on 25-05-2018 03:59 PM
@MattKerr - From one of our staff members:
We are having an issue with NAB in a settlement. NAB took a couple of days to enter a workspace and then did so with the following conversation message:
"Hi team, This is a business banking client, please get customer to speak to their business banker to initiate request with the Discharges team. Thanks"
They then tried to push settlement back by a couple of weeks. After a couple of days, we have received the exact same message again & request to push back settlement. I know that the client has contacted their banker and been told that this is in process and that in the work space NAB have allocated a reference which includes "business." Clearly NAB is working through the process but the conversation message and pushing of settlements are unhelpful. If this has to settle on a date that i have requested, how do i work with NAB to make this a certainty?
on 30-05-2018 01:54 PM
Thank you so much for your input to get this matter sorted.
We have just settled (finally)
Maybe one day we could visit the NAB team to understand a bit about the pressures that face a FI....
Kind Regards jgusew