About Lesson
The right contact within the bank (Step 2)
Call and ask for the Branch Manager. Tell them that you want to come in and set up a business checking account and that you would also like to discuss the financial products the bank offers for small businesses. Ask the Branch Manager if they are the best person to be speaking with, and if not, if you could speak with their most experienced business banker.
Finding the right contact within the bank you’ve selected is very important and considered the most effective way for you to get approved. Establishing a relationship w/ the most experienced business banker the branch has will give you an inside person to rely on when your application is made.