banking

7 steps to resolving complaints against banks

Treat the customer service rep right
Treat the customer service rep right © gpointstudio/Shutterstock.com

Treat the customer service rep right

Remember: Stay calm. After you briefly explain the problem, ask for advice, Consumerist's Marco says.

"I'd say, 'Can you tell me what you usually recommend in this situation?'" Marco says. "Everything I say should motivate … the representative to join my cause, drop the official script and help me get my problem solved."

Sherry also says it's important to keep records of the customer service call and note the name of the customer service representative. That can help, especially if you need to call back or escalate your concern to another person.

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