Finding The Right Banker
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If you’re a youngster or if you’re just opening your first bank account at any
age, and trying to find a good or even great bank, you should remember that
there is hope and yes you can find the right bank to meet your money management
and financial needs. Now, aside from finding the right bank to bank at, it’s
also important to find a good banker of whom you can build a secure and
trustworthy relationship with. Still, how can you tell a good banker from one
who may just be in it for themselves? Here are some tips for how to find a good
fit for you with a banker.
First and for most, you should remember the most important part of this whole
equation; YOU!!! You’re the one going to the bank, and you’re the one investing
the time, effort, and money so make sure you feel comfortable with whomever it
is that you’re dealing with. You can do this by remembering that you are in
charge. If you need your banker to slow down and go over something with you
again, they should do that. If you have a concern, question, or even a
criticism, they should listen and do what they can. Also, you should understand
everything and they should take the time to make sure that your needs are met,
because this is a bank, not the meat counter at the grocery store; you’re not
just a number.
Along those lines, there are some things to watch out for with bankers. First,
if they just want to confuse you, and tell you why it’s a good idea, but you
have no clue as to why it’s a good idea; forget them!!! They are paid to clarify
things and be concise, and if there not, then they’re not doing their job. Next
up is a big one; don’t let a banker of any kind be overly aggressive or pushy
with you. If they are, then they’re trying to scam you, which means they don’t
have your best interest in mind. You need to stand firm with this type of
banker, and move on based upon their aggressive sales tactics.
Finding the right banker is not only possible, but it also can be very
financially rewarding, and productive for the growth of your wealth. Yet, it’s
important to stand firm, trust your judgment, and know when to switch bankers or
even banks if need be.