January 2021 by Jade
Tried filing a complaint on Chase, but unsure how to do this so I am posting here as a record.One banker at this branch, Sue, I did not have a good experience with. At first everything seemed to go ok. She took me as a walk-in and we seemed to settle all necessary paperwork. I then got a call that one paper wasn't submitted (her fault she admitted she forgot me to sign) and that I had to come in immediately. I was slightly annoyed, but mistakes happen so I was willing to be a good sport about it and meet at a designated time.When I arrived at our specified time, her colleague informed me that she must have forgotten and went to lunch. But he did take care of it for her (she should be grateful for him) and the final document was sent off. I then got a call from Chase stating they closed my account and charged me a lot in fees, I reached out to her, she did research and apparently she didn't send in the paperwork on time. So I had to go back to the branch, yet again for her mistake (Strike #2).She told me to come in anytime before closing, I arrived 5 mins to closing after rushing after a client meeting (again, this was a las-minute effort so I got there when I could after handling clients). She then said nearly verbatim "Why did you come in now? I need at least 30 minutes to get this done. I can't do this today"......... I was pretty livid but remained calm and professional. Sue, YOU stated ANY time before closing, granted getting there 5 minutes before closing isn't ideal, but many client experiences I've had and expect when a mistake was made on the part of the provider, is that they will help you as long as you get in before their doors close. And if this wasn't their customer service standard then she needed to clearly state 30 minutes before closing, not ANY time before closing then patronize me on how I didn't know to come in sooner! STRIKE 3!So, while there, we arranged another time to come, and she said it AGAIN! She said, "oh yes come again anytime before closing", and I had to correct/ask her "how much time do you need? I have tight daytime hours and can't be rushing unnecessarily again". Then she finally stated she needed 30 or more minutes. I arrived 30+ minutes before close and once I thought of everything she'd done- how forgetful, disorganized, unprofessional and careless she's been unprofessional she is, I decided to ask her to just have someone else be my banker. She said ok and that she would have her colleague reach out to me the next day for an appointment.Of course, this didn't happen. Unfortunately, I had to physically go up to the bank and ask for someone else. He was booked for the remainder of the week(not his fault, as far as he's concerned I must've looked like a last-minute walk-in because I'm sure she didn't tell anyone the truth of what happened) He agreed to take care of me at a later date and some references to other bankers at a neighboring branch if I needed to meet with someone sooner. He was nice, I have no complaints about him. But Sue has cost me fees and holdups in pay in the thousands from vendors and clients.Unsure if she's new, or what's going on but her carelessness, disorganization, and unprofessionalism is unacceptable when it comes to handling something as important, detail-oriented, and customer-focused as business bank accounts. I would not trust her to do anything for my business again.