We had a scheduled appointment today at 11:30 a.m. with a banker to open a new account. Upon arrival, the branch manager greeted us warmly, introduced herself, and mentioned that a banker associate would assist us shortly. She asked whether we had the required documents, to which we confirmed we had our IDs, passports, and Social Security cards. She then informed us that a proof of residence was also required, such as a lease agreement or utility bill. We confirmed that we had a lease contract and she asked us to email it to Ms. Diana, the associate who would be assisting us.
After waiting about 20 minutes, at around 11:50 a.m., another associate named David came to assist us. He again requested proof of residence, and we explained that we had already emailed the document to Ms. Diana. He mentioned that the system sometimes fails to receive emails and stated that if she didn’t receive it, neither would he. When we offered to show the lease on our phone, he declined, saying the document must be printed, and advised us to reschedule for the next day. We thanked him for his time and left the branch.
Later, we scheduled a new appointment at another Wells Fargo branch for 2:30 p.m. the same day. Before arriving, we printed all required documents, including the lease. At this second branch, we were assisted promptly at our appointment time. The banker was professional, polite, and efficient. He requested our IDs, passports, and Social Security cards, and when we asked if proof of residence was needed, he said it was not required. He proceeded to open the new account without issue.
This experience left me very disappointed with the first branch. The inconsistency in service and unclear communication about required documents caused unnecessary inconvenience. Moreover, the lack of professionalism from the first associate, who appeared disengaged and unwilling to help, did not reflect the level of customer service one would expect from Wells Fargo.
I truly appreciate the professionalism and courtesy we received at the second branch, where the staff provided excellent service and ensured our needs were met promptly.
I kindly suggest that staff at all branches receive consistent training on current policies and customer service standards to avoid similar situations in the future.