Choosing a Coffer Worksheet Name of Potential

Choosing a Coffer Worksheet

Name of Potential

Financial Institution

A. City Coffer B. Home C.

National Bank

1. Accept you already accustomed a Manager: Manager:

Working accord with J. Smith L. Jones

a. the management? Personnel: abundant (service-oriented)

b. the personnel? Tellers: friendly

2. What affectionate of business coffer business blockage business checking

accounts are available? + CDs, etc. + CDs, etc.

3. Does this coffer action merchant no yes

credit agenda services?

4. Does the coffer participate in absolute acreage only. adopted SBA

business accommodation programs? lender

5. Is the coffer a federal archive bank? yes yes

6. Is the coffer a abiding cyberbanking institution? 27 years old 22 years old

7. How abounding branches does the coffer have? 7 103

8. Is the area of the coffer acceptable yes yes

for your business?

9. What are the bank’s hours of operation? 9-3 Mon-Thurs 9-3 Mon-Thurs

Are they accessible on Saturday? 9-6 F; 10-1 Sat 9-6 F; 10-3 Sat

10. Will the coffer abode a captivation aeon 3 canicule waived except

on your deposits? For 2nd party

11. What will it amount you to accept a chargeless w/$500 min. chargeless w/$750 min.

business blockage account?

12. What added casework does the coffer have?

a. cyberbanking banking? a. no a. yes

b. safe deposit? b. yes (free) b. yes

c. agent public? c. no c. yes

d. cyberbanking transfer? d. yes d. yes

e. other? e. ATM e. ATM; seminars

13. What is your all-embracing activity about nice bank, but seems to be stable

the bank? doesn’t ample needs and fills all needs