Sunday, August 19, 2018

The Do's And Don'ts Of Bank Etiquette By Robert Jain

By Jason McDonald


While we all use the bank for financial purposes, some of us get more out of your visits than others. One of the reasons for this, as the likes of Robert Jain may attest, is that some of us practice better etiquette than others. Believe it or not, there is what's known as bank etiquette, which entails the behavior that we must conduct, whether we're waiting on line or being helped. Here are a few do's and don'ts that will help you in this regard.

When it comes to bank etiquette, preparedness goes a long way. Prior to approaching a bank teller, you should have your information and essential documents at the ready. According to names such as Bob Jain, such information runs the gamut from your personal ID to your bank card. When you have these documents on hand, you will be able to present them right away, which will result in a quicker transaction that wastes little time.

Another tip to consider, when it comes to bank etiquette, is to know times and days of operation. These will vary from one bank to the next, which means that you should read up on when they're in service. Most banks don't operate on Sunday, for example, which means that you should have any necessary paperwork submitted as early as possible. This will make your life easier and it will be seen as a sign of respect for the bank you're served by.

Now that we have covered some of the do's of bank etiquette, let's touch on some of the don'ts. When it comes to the latter, being impatient tends to be one of the biggest no-no's of conducting oneself at a bank. Keep in mind that while waiting online can be a hindrance, the truth is that the tellers are working as quickly as they can to ensure that every guest is served. Simply wait in line and be patient; your time to be helped will come.

Another don't to avoid, when it comes to bank etiquette, is neglect of company rules. You are viewed as a guest for the time that you're in the building, which means that you must follow the guidelines they list. Most banks have these listed indoors, which means that it won't be terribly difficult to remember them. Furthermore, they tend to fall in line with common sense, such as keeping one's voice down and keeping a single file line toward the tellers.




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