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  1. Hi Julia,

    I can relate to this list. I owned my own business for 10 years, i wish I had this list when I set up my accounts. One thing that really was important was to know someone at the branch. When i setup my business account i lucked out and the branch manager setup me up. from that moment on i always got great service and I was know by my first name.

    Reply
    • Thanks for the comment! Making a connection with the branch manager is always a good move and the more you share about your business the more products and services can be combined to fit your unique needs.

      Reply

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