We all go to the bank for different reasons. Some of us have to deposit checks, while others wish to open new accounts for the future. Whatever the case may be, when you step into a bank, there is a certain etiquette that you must uphold so that everyone can complete their jobs as smoothly as possible. For those that would like to know the do's and don'ts of bank etiquette, the following information from Robert Jain may prove useful.
One of the ways to practice good bank etiquette is to have your paperwork ready before approaching the teller. Such paperwork may include, but isn't limited to, your ID and billing statement. When you have your various documents at the ready, you will be able to present them right away instead of scrambling through your belongings to find them. This is just one of many tips that authorities on finance like Bob Jain can offer.
Next, understand the days and times that your bank is in service. The easiest way to do this is to go online and see when your local bank is open, but there are other variables to consider. Understand that most of these locations are closed during major holidays including Thanksgiving and Christmas. What this means is that you have critical paperwork that must be submitted, it's in your best interest to do so as early as possible.
There are certain things to avoid when it comes to etiquette at banks as well, impatience being one of the most prevalent. If you live near a smaller bank, it's possible that there will only be one or two tellers working at any given moment. What this means is that you may have a longer wait. Don't let this stress you, however. Eventually, you will be helped like the others. Not only will your patience help the tellers in question but it will reduce your stress in the process.
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.
One of the ways to practice good bank etiquette is to have your paperwork ready before approaching the teller. Such paperwork may include, but isn't limited to, your ID and billing statement. When you have your various documents at the ready, you will be able to present them right away instead of scrambling through your belongings to find them. This is just one of many tips that authorities on finance like Bob Jain can offer.
Next, understand the days and times that your bank is in service. The easiest way to do this is to go online and see when your local bank is open, but there are other variables to consider. Understand that most of these locations are closed during major holidays including Thanksgiving and Christmas. What this means is that you have critical paperwork that must be submitted, it's in your best interest to do so as early as possible.
There are certain things to avoid when it comes to etiquette at banks as well, impatience being one of the most prevalent. If you live near a smaller bank, it's possible that there will only be one or two tellers working at any given moment. What this means is that you may have a longer wait. Don't let this stress you, however. Eventually, you will be helped like the others. Not only will your patience help the tellers in question but it will reduce your stress in the process.
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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For additional financial advice, kindly get in touch with Robert Jain.. Free reprint available from: The Do's And Don'ts Of Bank Etiquette By Robert Jain.
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