checking

Keep savings, checking accounts at 1 bank

Closer relationship with your banker
Closer relationship with your banker © Goodluz/Shutterstock.com

By creating a more complete relationship with one bank, you may get to know a branch manager or personal banker more closely, and he may be more likely to want to sit down with you and consult with you on your financial picture, Browning says.

It's easier for a banker to offer more personalized service if he has a consolidated view of your accounts, she says.

"All banks have much the same set of products and services, but what really sets one banker apart from another banker is the ability to sit down with a customer and help them come up with a plan for the rest of their life," Browning says.

advertisement

Show Bankrate's community sharing policy
          Connect with us
advertisement
CD & INVESTING NEWSLETTER

Learn the latest trends that will help grow your portfolio, plus tips on investing strategies. Delivered weekly.

advertisement

Blog

David McMillin

Is Citigroup writing banking laws?

The good news is that Congress just passed a massive spending bill. The bad news is that critics say that Citigroup wrote some of the provisions in the bill, giving Wall Street some help in ditching Dodd-Frank.  ... Read more

Partner Center
advertisement

Connect with us