I was surprised when my banker recently dropped by and handed me two opened bank statements on my business accounts. He casually commented that my accounts looked good. Can he review my acccounts without my permission whenever he wants? I wonder if he would like me looking at his checking accounts?
Your banker was probably trying to be supportive and show appreciation for the fact that you bank with his institution. It was probably the circumstances of the conversation that upset you more than the content. After all, if you had visited your banker at his office to discuss your banking business, it would have been expected that the banker would know something of how your business is going, right? You might not even have been surprised that he prepared for your visit by reviewing account history.
What your banker did was surprising more because of where it took place and the fact that you weren't expecting it. If the banker had an appointment to visit you at your place of business to discuss banking services or a business loan, you would not have been taken aback when he mentioned your good accounts.
If you have an otherwise good relationship with your banker and want him to succeed, do him a favor and tell him that the way he handled your bank statements bothered you and why. That feedback may help him improve his customer-relations skills, and you'll both benefit from the conversation.
Published on BankingQuestions.com 1/14/09
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Your banker was probably trying to be supportive and show appreciation for the fact that you bank with his institution. It was probably the circumstances of the conversation that upset you more than the content. After all, if you had visited your banker at his office to discuss your banking business, it would have been expected that the banker would know something of how your business is going, right? You might not even have been surprised that he prepared for your visit by reviewing account history.