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Bank Story #344 7/31/18 "Some GET it & some don't" !!

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Bank Story #344 7/31/18 "Some GET it & some don't" !!

Post by RamblerNash on Tue Jul 31, 2018 11:07 pm

Still Hoping:   Who wants to hear a bank story from today ?! Smile 

So I have been a little more confident about making some banking inquiries now more than ever and I called a few branches of the same bank in the same area to find out which branch would have the services I need

One teller was super helpful and gave me his WM friend's name and contact info

I left a message on another investment banker's line and told them I was bank shopping.

So here's how it went down..... A guy from the investment banking branch called me and wanted to know a little more about the services I might need. I briefly explain a few things and he said he was excited and hoped that his branch would be able to help me with the needs and could he have a wealth manager call me, and I said yes to having one call me
While I was waiting for his contact to call me the Teller's WM friend called me….. the teller's WM friend toed the party line of it all being a crock…. I listened patiently while he tried to tell me what a false hope it was and that it was all just a nice and compelling story to sell crap currency….

While we were just about finished with how it was a crap idea and he hoped I would fare better in my choices in the future, the other banker was trying to call…. she was kind enough to leave me a message and I called her back directly after getting off with "sorry to hear that you fell for that crap" guy

She did not discourage nor try to tell me any of what I knew was false…. she did not discourage nor try to tell me any of what I knew was false… nothing to do but wait till the "windfall" happened and then to contact her….. and I thanked her for calling me and I looked forward to meeting her and she said likewise

SassyD:  Still Hoping .. Thanks for sharing your stories with us..... just another example of "Some GET it & some don't" !!
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