As a branch head, you do expect a decent communication from your customer.
But, even if they don’t write a letter with decency, they will get their query resolved. However, writing a letter that can impress the branch official may help you forge a long term relationship. And surprisingly, that doesn’t cost you much!
So, here are few tips that can help you to communicate with the bank effectively.
1. State your purpose
Write the purpose of writing your letter at the top before you start your letter. This comes under the subject line.
For example, if you are asking for a new Debit card, please write that on the top as you can see below.
Sub : request for a new ATM card
2. Give your account related information with precision.
Whenever, you are writing regarding any concern and if that concern is with respect to your account in particular, then never fail to mention your bank account details precisely.
Mention the below details without fail :
A. Bank account number
B. Your name in full with correct spelling.
C. Your contact details like mobile contact number, WhatsApp No(if that’s different) and one of your IDs details.
3. Always mention the context
If you have already written a letter to the branch head, then please give the reference of that letter with date and other details.
You may be writing to the bank in reply to a letter or an email you might have received from the bank. So, pleaas do mention that in the letter. It always helps to come to a proper solution within the limited time available.
4. Keep it short and sweet
We need to remember that bankers are as human as we are. So, treating them with respect has chances that you will be given priority in receiving the reply much more promptly.
You see every body loves respect and when you give that, the receiver is more likely to reciprocate. So, keep your language less emotional and more factual until and unless you have been banging on a closed door for a long time.
And if you are using less words, it is more in terms of time savings for the banker who is going to read this within limited time.
5. Keep a personal copy for future reference
Many a times, you do come across a situation where you have to repeat yourself. So, it would save your time, if you just shared the previous correspondence with them that you had written or received. So, it is a great idea to simply keep one personal copy of letter in your records.
This would even let the banker feel their gross negligence without you speaking a word. And when that kind of self pity is generated, you are more likely to have an edge for a expedited response.
Concluding remarks.
It is generally said that we are living in a world where customer is the king. But, it is much easier and more cost effective if you you as a customer also took some share in forging a harmonious relationship with your bank. I bet you will always be a preferred customer at the bank.
