COMPLETE OPENING
Full service, transportation included
Service Description
Complete opening service offers the comprehensive full service from the very start to the very end. We begin with a simple conversation. Discover what your needs are, and then begin to conduct a deeper dive into what options are available according to discoveries. Deciding which institution will be the best option. Scheduling appointments. Providing transportation. Physically picking you up and dropping you off at your desired location. Having a banking consultant sit with you in real time while you are opening the account(s). Providing clarity and non-biased advice during account opening process. Includes Post-Appointment services such as - Helping to set up online banking, setting up direct deposit, ordering checks. Etc.