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Is this your Chase PCB or your JPMorgan WMA?
Mine has gone so far as to drive out to Westchester to meet with me in my home. That's service ...
I forgot his title but I think he is CPB he is some vice president or some title like that...
@youngman1234 wrote:I forgot his title but I think he is CPB he is some vice president or some title like that...
Does he handle your banking or your investments?
None... I was inquiring because my business banker told me to ask whatever questions I had cus she wanted my parents to move their accounts to CPC... They meet the criteria for sure...
@youngman1234 wrote:None... I was inquiring because my business banker told me to ask whatever questions I had cus she wanted my parents to move their accounts to CPC... They meet the criteria for sure...
LOL, I would speak to his manager and advise him/her that you are suggesting to your parents that they take their WM business to Deutsche (or Citi, or whatever) instead of JPM. When he asks why, tell him. They'll ream him a new one if they think his bad attitude cost them a client.
I'm honestly surprised at this guy's attitude. I use JPM and Merrill for WM, and they both practically grovel to make me happy.
I think it really has to do with the way I look... I am from a religion that gets confused by many ignorant people !!!! I will one day love to tick this guy off by opening an account and closing it the next day.. My dad said who cares his loss not urs..
@youngman1234 wrote:I think it really has to do with the way I look... I am from a religion that gets confused by many ignorant people !!!! I will one day love to tick this guy off by opening an account and closing it the next day.. My dad said who cares his loss not urs..
I tend to agree with him. if they don't want your business, there are a lot of other shops on the block.
Youngman, call this number: 888-622-7547 (Chase Executive Ofc. in IL)
It's their executive office and they handle more than just credit cards if I am not wrong.
I don't have much experiences with CPC myself since my account is very new, but thus far I've been extremely pleased. Maybe its because he's a friend's friend, but nevertheless this is the level of service one should expect. My banker from Citi gets pretty much does everything I need him to do, though I haven't really asked him to do much or had any hard requests either.
With the amount of deposit required for private banking, excellent customer service is one of the basic rights.
If that banker is being racist or just ignorant, he ought to be reported. Call the EO or talk to the branch manager. Tell them in a nice way that you're really just helping them stave off a potential discrimination lawsuit as well.
To add: When I was a intern at UBS PWM during my sophomore year, I even had to pet sit a client's dog.
@enharu wrote:Youngman, call this number: 888-622-7547 (Chase Executive Ofc. in IL)
It's their executive office and they handle more than just credit cards if I am not wrong.
I don't have much experiences with CPC myself since my account is very new, but thus far I've been extremely pleased. Maybe its because he's a friend's friend, but nevertheless this is the level of service one should expect. My banker from Citi gets pretty much does everything I need him to do, though I haven't really asked him to do much or had any hard requests either.
With the amount of deposit required for private banking, excellent customer service is one of the basic rights.
If that banker is being racist or just ignorant, he ought to be reported. Call the EO or talk to the branch manager. Tell them in a nice way that you're really just helping them stave off a potential discrimination lawsuit as well.
To add: When I was a intern at UBS PWM during my sophomore year, I even had to pet sit a client's dog.
Pet sit? Now that's what I call customer service!!!!
@enharu wrote:Youngman, call this number: 888-622-7547 (Chase Executive Ofc. in IL)
It's their executive office and they handle more than just credit cards if I am not wrong.
I don't have much experiences with CPC myself since my account is very new, but thus far I've been extremely pleased. Maybe its because he's a friend's friend, but nevertheless this is the level of service one should expect. My banker from Citi gets pretty much does everything I need him to do, though I haven't really asked him to do much or had any hard requests either.
With the amount of deposit required for private banking, excellent customer service is one of the basic rights.
If that banker is being racist or just ignorant, he ought to be reported. Call the EO or talk to the branch manager. Tell them in a nice way that you're really just helping them stave off a potential discrimination lawsuit as well.
To add: When I was a intern at UBS PWM during my sophomore year, I even had to pet sit a client's dog.