Do's And Don'ts Of Bank Behavior, With Robert Jain

By Jason McDonald


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.

Another tip to consider, when it comes to bank etiquette, is to know times and days of operation. These will vary from one bank to the next, which means that you should read up on when they're in service. Most banks don't operate on Sunday, for example, which means that you should have any necessary paperwork submitted as early as possible. This will make your life easier and it will be seen as a sign of respect for the bank you're served by.

Now that we have covered some of the do's of bank etiquette, let's touch on some of the don'ts. When it comes to the latter, being impatient tends to be one of the biggest no-no's of conducting oneself at a bank. Keep in mind that while waiting online can be a hindrance, the truth is that the tellers are working as quickly as they can to ensure that every guest is served. Simply wait in line and be patient; your time to be helped will come.

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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