To say that banking is a common aspect of life would be something of an understatement. In fact, it's easy to overlook just how many people use banks in order to receive money, send checks, and what have you. When you're at one of these establishments, it's important to practice good etiquette so that every transaction is a smooth, seamless one. For a better understanding of bank etiquette or behavior, here are a few do's and don'ts detailed by Robert Jain.
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.
Let's discuss some of the ways that bank etiquette shouldn't be carried out. Impatience should be avoided at all costs, especially during busy days. If you go into the bank to deposit checks on Saturday, chances are that you will have to wait in line to do so. This is common, but the process won't go by quicker if you simply remain impatient. Relax and know that eventually, your time will come to be helped.
Finally, a lack of understanding of bank rules will only make completing your financial tasks more difficult than it should be. These are usually listed indoors on a sign and they usually aren't extensive. As a matter of fact, they are relatively easy to follow. However, if you neglect them, there's a good chance that you will be asked to leave the premises. By abiding by the rules, you will be provided the service you're looking for.
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.
Let's discuss some of the ways that bank etiquette shouldn't be carried out. Impatience should be avoided at all costs, especially during busy days. If you go into the bank to deposit checks on Saturday, chances are that you will have to wait in line to do so. This is common, but the process won't go by quicker if you simply remain impatient. Relax and know that eventually, your time will come to be helped.
Finally, a lack of understanding of bank rules will only make completing your financial tasks more difficult than it should be. These are usually listed indoors on a sign and they usually aren't extensive. As a matter of fact, they are relatively easy to follow. However, if you neglect them, there's a good chance that you will be asked to leave the premises. By abiding by the rules, you will be provided the service you're looking for.
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For more fiscal know-how, please get in touch with Robert Jain.. Unique version for reprint here: Do's And Don'ts Of Bank Behavior, With Robert Jain.
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