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re: Circling sharks: Question for bank people
Posted on 2/17/15 at 1:58 pm to TigerPanzer
Posted on 2/17/15 at 1:58 pm to TigerPanzer
quote:
Is this s.o.p. at the average bank?
Nowadays, yes. At least at the one I work with.
The idea is "relationship integration". The retail folks (tellers, personal bankers) are supposed to be able to recognize "sales" opportunities and communicate them to wealth mgmt, commercial/small business lending, insurance, etc.
This post was edited on 2/17/15 at 1:59 pm
1
Posted on 2/17/15 at 2:06 pm to ZereauxSum
quote:
The idea is "relationship integration".
Thanks for the information. I typically avoid banks, at least ones in this country. However, should I ever deposit another check of any size into a U.S. bank, I'll bring with me a baseball bat or some mace or something to fend off the "relationship bankers."
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