Ugh! How do you deal with this type of bank crap?

posted 3 years ago in Money
Post # 4
Member
6073 posts
Bee Keeper
  • Wedding: August 2012

Ooh, I think I usually depends on the mood I am in! If I’m feeling feisty, I may point out his methods very bluntly!

Post # 5
Member
11772 posts
Sugar Beekeeper
  • Wedding: May 2013

I like to let DH look CLUELESS, and eventually they figure it out that I have the more complicated finances (I have a tenant).

Post # 6
Member
5697 posts
Bee Keeper
  • Wedding: August 2012

Wow I thought this only happened with car salesmen! LOL I probably would have said hey, I’m right here! If my DH was there he would have probalby said “she can answer that”.

Post # 8
Member
370 posts
Helper bee
  • Wedding: May 2014

@AB Bride:  My parents had an insurance agent like that. When I was buying a vehicle I was willing to go to him because my parents were already established clients. He treated me very badly and then had the nerve to call my parents to follow up instead of calling me (I was 19 and did not live with them). Needless to say I found my own insurance agent and my parents and I are both very happy having our policies with him. My parents also made mention to their friends about the experience and I think the first insurance agent lost something like 8 homeowners and 10 auto policies inside of 3 days. I have found bankers to be much easier to deal with than insurance people. But I also do all of my banking through credit unions and they may just have better customer service training.

If someone should be talking to me and is instead trying to help FI he leans back in his chair and ignores them in return.

Post # 9
Member
10384 posts
Sugar Beekeeper
  • Wedding: September 2010

At Bank of America, I went in to ask about something, and my DH was there (just my FI at the time). They didn’t acknowledge me, only talked to him….even though he was not even an account holder there. I handled it by closing my account on the spot, and telling the manager why. I was LIVID. That was in Cabridge MA, too – a very very liberal town where women are often scientists/engineers/tech employees (like I am/was) and very much equal on the power scale. It was pretty shocking to be treated with such blatant disregard. When we bought a home thios past year, we made sure to not give them our business. Huge mistake on their part.

Post # 10
Member
449 posts
Helper bee
  • Wedding: September 2013

@crayfish:  similar things happen to me. But its more cultual. Whenever we go anywhere where people speak spanish I get completely disregarded. They wont even look at me. I think its a combination of FI looking very very mexican and me decidedly not. Whats funny is I speak more Spanish and am actually half mexican. Its super frustrating.

 

Oh and I get disregarded because of my age and size and body type. I tend to get judged as an airhead at first glance. Oh well. I dont mind being umderesti, ated at times

Post # 11
Member
9412 posts
Buzzing Beekeeper

@crayfish:  +1. I’ve never had this happen to me, but I would have done the same thing. Assholes don’t get my business.

Post # 13
Member
2057 posts
Buzzing bee
  • Wedding: June 2014 - British Columbia

I would actually have brought it to the attention of the branch manager, on a one-on-one-basis if that happened to me. Most FIs (financial instutitions) would have a customer’s view-point 1-800 line if you have got any concerns about the service you received. They would then sit down and talk with/coach the financial advisor.

Granted though, I work for a financial institution, so it’s normally interesting for me to be dealing with other bank professionals.
(With the exception of one financial advisor, where my fiance banks at. He was more keen on closing a mortgage sale by trapping us into providing our paystubs & SIN#; he spent a full hour lecturing us on how mortgage works — and gave no rates)

@AB Bride: 

It almost sounds like the financial advisor you dealt with lacks multi-tasking skills and/or people skills — otherwise he wouldn’t be asking your name again or appear to be ignoring you; he’d have made friendly conversations with you and your DH while entering the information on his computer. He wouldn’t last long as a financial advisor. Did he appear to be quite robotic??

Post # 15
Member
6525 posts
Bee Keeper
  • Wedding: September 2013

@AB Bride:  I used to work in a bank, and whenever I had a customer I would always look at them and when someone asked a question-you ANSWER IT!

So, I would say that if you were to get a bit snippy-it wouldn’t be out of line. I would also talk the the branch manager directly, they take those complaints very seriously! And you tell the customer service rep that you want to speak to the branch manager so he knows he is in deep shit

Post # 16
Member
6525 posts
Bee Keeper
  • Wedding: September 2013

@AB Bride:  well that guy needs to wake up and realize he is no longer in his country and women are not to be ignored and treated the way he treated you. It seems like he didn’t like the fact that you are a woman and he probably comes from a place where women have no say

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