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AIBU?

Share your dilemmas and get honest opinions from other Mumsnetters.

To complain against this man in the bank?

23 replies

CatAssTrophy · 31/01/2014 17:45

I think i would be unreasonable; my friend is pressing me to complain.

Basically, I've been with the same bank since i was 13yo. It's very small. Lately i've been getting annoyed with some recent changes they've made and want to swap to another bank.

I have limited experience of banks and thought this man today was just being a typical arrogant salesman.

So i went into a branch of a big, well known bank the other day to enquire about switching. I was given an appointment for this morning. I won't bore you with every last detail. I'll just bullet point (without the bullet points) the main things that felt odd to me.

*The appointment was at 9.30 and lasted until 11am. Bearing in mind this was just an appointment to open a basic personal account.

*The man said he needed a full breakdown of all my incoming and outgoings each month to see which type of account would best suit me.
I gave these to him. He made several low whistles when i told him how much of a student loan i get each month. Then when i told him i only spend £40 per week on groceries for me and dd, he said "Are you sure? Do you want to think about that again?" I said no. He said, "well, I'll put you down for £60 a week as a compromise. The national average is £40 a week per person, so i don't think you've added that up right."

He went through everything. How much i spend on magazines, clothes etc. When i told him i don't buy either of these things, he again gave me that look of 'i don't beleive you', so i explained that i wear clothes given to me from my sister (we're the same size and she is always clothes shopping) and my parents always buy dd a new wardrobe of stuff twice a year. He then went on and on that there MUST be other things i spend my money on, because by the calculations I'd given him, i should have £200 left over each month instead of my much lower current balance.

*When he asked my marital status, he did a huge cheesy grin "Ah, here's the one everyone hates." I simply said i was single. He then made another face.

*When he was asking about my income and outgoings, he asked "What about CSA?" I said no. He said, "Really? He doesn't pay a thing? Why not?" I said, "He just doesn't." He smiled and said, "Just tell me if i'm being nosey by the way." I just smiled politely and stayed silent. He moved on.

*When he photocopied and enlarged my provisional driver's license, he held it up to my face and said "How'd you like the look of that?"

*When i said i don't have any insurance other than pet insurance, he said "So you prioritise your pets over your own child?"

  • He then said that he would highly recommend me to get a student account. But that i was unable to open it today because i needed to bring 3 months of statements from my previous bank so they could do a check on me. This is because i haven't had any credit cards or loans before (other than a student loan) so my credit score reflects this.

So basically, i've got to go back again with my statements. I really don't want to.

I was chatting to a friend about it all at lunchtime. She is aghast and thinks i should complain. She has a personal account with the same bank and said that her appointment lasted no more than 15 minutes and she didn't have to go through all her income and outgoings each month.

She thinks he acted inappropriately and unprofessionally. She said i should just apply for the account online and then swap all my credits and debits over to the account then shut my old one rather than do a normal switch (because my old bank is so small time, my direct debits can be switched over simply but my money coming in can't).

So much for the short version! I've went on ages. Blush

OP posts:
MrsCosmopilite · 31/01/2014 17:48

I think he was extremely over the top. I would complain - particularly with regard to his comments about the pet insurance and your driving license.

Do your banking online - it's far better.

treas · 31/01/2014 17:48

about not against - sorry pedant alert!

oldgrandmama · 31/01/2014 17:52

OP, complain. He was totally out of order.

PandaFeet · 31/01/2014 17:53

Is there no other bank you could try instead?

I'm afraid I would have walked out. I actually did walk out of a meeting with a potential landlord once because he made similar comments and wanted to know all sorts of crap.

Its one thing asking you the questions, but then arguing with you about the answers and commenting on them is highly unprofessional. Do complain, and take your business elsewhere.

GemmaWella81 · 31/01/2014 17:56

Is called customer profiling, the bank is a business and not a charity, so naturally they go through their customers details to spot a sales opportunity.

When I used to do personal banking it would take on average an hour to do a thorough job. Not existing his behaviour but from my own experience customers bullshit so much and you can see the evidence in their statements.

He was doing his job correctly, but his customer rapport sounds terrible, probably mixed a little with you being unaware how in depth they go so you got yr back up.

A complaint will likely fall on deaf ears as he was doing his job to the letter.

vestandknickers · 31/01/2014 17:57

He sounds like a proper weirdo.

Are you sure he even worked there? I reckon he was just there to fix the photocopier and thought he wing it with a new account appointment!

Grumbliest · 31/01/2014 17:59

Definitely complain! I went to halifax a couple of months ago to open a children's savings account booked an appointment, at the appointment he asked if I had life assurance, I said I was considering it but wanted to do more research and he said that we could cancel the apt (erm no as I came into town which I rarely do), when I asked how long the appointment would be, he threw a mini strop about how he'd said at the beginning. I wish I'd complained..stupid boy upstart

FryOneFatManic · 31/01/2014 18:00

He wasn't doing his job correctly; he ignored what the op said about he income and outgoings, he was being nosy about other stuff like CSA, he made personal comments about her licence, and her insurance choices and so on.

I'd have walked out when he started to disagree with me when I gave answers.

FobblyWoof · 31/01/2014 18:05

Yes you should complain.

My dp is in this job role. At his bank it's not treated as a sales position, more a customer service position. This man was very rude to you and I can you my dp would never speak to anyone like that.

He would ask for a breakdown of monthly spending but that's mainly to find out whether certain accounts would be cost-effective (like the ones where you receive benefits by paying a monthly fee-- some people will get loads back, others won't get back they pay in. It depends what you spend your money on). The man you spoke to was far too personal though, both in the questions he asked and the reactions he gave to your answers. You should never feel like you have to justify yourself or your spending to anyone. This is definitely not a part of his job, whatever bank it was.

Marrow · 31/01/2014 18:08

It sounds like OP hadn't been made fully aware of what the appointment was for. This is probably due to desperate bank staff trying to hit their targets for lead generation. He should have made it clear at the start what he would be looking at and explained why. Unfortunately the rest of it sounds quite normal to me but the advisor sounds like he needs to tweak his personal/sales skills. The valuing pets over children comment is one we were encouraged to use when I worked in a bank. He just put it rather clumsily.

nickymanchester · 31/01/2014 18:09

As others have said I would simply have walked out when he started asking questions like that.

They are just asking those questions in order to work out what else they can sell to you. However that guy really does seem over the top.

I don't know if I would bother to complain but I DEFINITELY wouldn't go back and open an account there. Are there any other banks or building societies nearby?

LEMmingaround · 31/01/2014 18:13

Go to another bank and make sure his boss knows why - wanker

CatAssTrophy · 31/01/2014 18:24

Thanks everyone. Some mixed opinions. No, i didn't expect that level of questioning tbh. But the last time i opened an account was 11 years ago when i was 13 and my mum did it for me! So obviously a lot has changed.

I was extrememly uncomfortable during the CSA comments and the amount of time he spent on my income details and outgoings. When i told him my rent, he also said "That's quite expensive for just a council accommodation." Then asked me who my gas and electric was with after i told him this bill. Basically commenting on everything. I assume it's normal then to ask such questions so as to see what type of account would best suit me?

I can remember signing a form, but he said the account wouldn't be able to get opened until i'd came back with my statements from my old bank.

So can i just do it online instead? Or do i need to notify him first? he gave me a card with his email address but I'd really rather just not talk to him again.

OP posts:
CatAssTrophy · 31/01/2014 18:25

I really like the look of the student account with this bank though. Lots of benefits and freebies with it. I think i'll just go to another branch though, i definitely won't be visiting that one again.

OP posts:
gamerchick · 31/01/2014 18:34

Well the questions sound normal. I got a huge lecture on home contents insurance when I opened my youngest savings account.

But he was rude and personal and needs to be moaned about for driving customers away.

SusanC5 · 31/01/2014 18:53

As you are not going to open a bank account with this branch, I would go back (with your friend!) and demand that your paperwork is given to you. This man has your entire life in his hands!

Floggingmolly · 31/01/2014 20:24

Why in the name of God did you sit through that shite? For an hour and a half??? Most people would have laughed in his face and departed 10 minutes in.

TheHouseCleaner · 31/01/2014 21:22

"*When i said i don't have any insurance other than pet insurance, he said "So you prioritise your pets over your own child?" "

Shock

Complain? Complain?

Sod complaining, I'd have decked him!

PleaseJustLeaveYourBrotherAlon · 31/01/2014 21:36

Complain. Complain.

OP you are fairly young 24? Do you actually look younger as well? Just it sounds like maybe he thought he was dealing with a 16 year old. NOt that it its OK att all. Just I have had friends who look very young and get that sort of thing all the time.

oh and 40 quid a week per person?! Shock I don't think so....

passthetequila · 31/01/2014 21:48

I opened a new current account a fortnight ago, after nearly 30 years with the same bank! I didn't make an appointment, just went in and asked what I would need to do. A very nice customer service type lady said that if I had half an hour she could do it immediately. I showed my driving licence as proof of ID and she asked a few general questions about my finances to ascertain which account would suit me best. It was all complete in less than 30 mins and my debit card, cheque book and Internet banking codes arrived within a week. No attempt to sell other products or ask personal questions!

I would definitely complain if I was you.

franiewood · 31/01/2014 21:57

I would complain as most banks now get a bonus on customer service as well as sales, he sounds like the typical cocky salesman trying to flirt with you.

I was a banking advisor I changed my role as I didn't enjoy the pushy selling...why his job is to do a full review for you he went around it completely the wrong way.

And even though it's quite pressurising sitting in a room with just you and him you have every right to say no.

When he tells you what he recommends make sure he gives you a good reason, for example if it's going to save you money, if it's not benefiting you in any way stick with what you want.

I would never pressurise a customer into something they didn't want to do but this is why I didn't stay an advisor very long!

SnowAway · 31/01/2014 22:02

He sounds like a wally, but I think his superiors need to be made aware that he's a wally.

I was sniggering at bits (like the driving license thing - what a tit!) but when you got to him accusing you of prioritising your pets over your child I got really cross. That is a wildly inappropriate and totally fucking rude!

FryOneFatManic · 31/01/2014 23:00

oh and 40 quid a week per person?! shock I don't think so....

It is very possible to do this, you know. I have at times when money was tight and we did just fine.

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