accutinting | 05-01-2012 10:50 PM | Your banker needs to be your best friend. I go into all my local banks and they see all my transfer but could care less. I stay up to date with the people at the bank and make sure to say hi, bye, hows your day, how have you been etc etc. Also The way my banks work in my area even the large ones that cover several states as I dont have to many branches like BOA but anyways from my experience whoever opens my account is usually the person that deals strictly with me so be extra nice to them.
I just got a call the other day and I did get alittle worried when i heard her on the voicemail but when i called here back she said its been a year for most of your accounts with us and I wanted to make sure you are satisfied with our services and I said yes you have been great and I couldnt ask for a better bank or a better rep to help me with my all my banking needs. So after I sweetened it up I said actually I do need to open another account chk/saving combo and she said please come in so I can take care of it for you whenever you like and theres already 5 accounts there. I own a local business so I always use that for reference to know me but regardless first impressions I feel are huge with bankers, I mean they are holding your money so I take this part very serious but thats just me |