Make an Appointment with a Store Banker

A smile and a greeting by name are just a couple of reasons our customers love face-to-face time with our bankers. For our customers, certain banking tasks require insight from one of our Wells Fargo professionals, but we know that non-stop schedules make it challenging to pencil in a meeting. Such busy schedules may lead you to put off, say, discussing your needs as you prepare to go off to college, or delay opening that new checking account for your child. On one hand, you could easily head over to your nearest store location between classes or meetings – on the other, you probably feel like everyone else is thinking the same, and the last thing you want to do is spend your precious lunch hour waiting in line.

I’m super excited to share that we recently launched a new service nationwide called Make an Appointment. Selfishly, I’m eager to be able to finally talk about it because it’s what I (along with a team of folks across Wells Fargo) have been diligently working on for the last several months. Unselfishly, I’m absolutely thrilled that Wells Fargo now enables online and mobile users such as yourself to make appointments with store bankers to discuss basic banking needs — at a time that’s convenient for you.

Here’s how to set up time to meet with your local banker:

  1. Visit and select Schedule a new appointment
  2. Select the reason, location, date and time for the appointment
  3. Tell us a little about yourself (e.g., name, email, etc.)
  4. Verify that that everything is accurate and confirm the appointment – and that’s it!

You should receive a confirmation email immediately and a phone call from your banker a day before the actual appointment.

I hope you find Make an Appointment as valuable as we do – our bankers have repeatedly told us that this service really gives them the opportunity to manage their day more efficiently and be better prepared for your arrival. Similarly, early feedback from customers indicates that they like being able to meet with a banker who already knows who they are and what they want to talk about, thus making the best use of everyone’s time.

Try it out and let us know what you think!

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