When you’re considering how to schedule a Wells to Fargo appointment, consider how long you need to get the appointment done, how long it takes and the type of experience you need.
“If you need a bank for the weekend, for instance, then the bank is probably not going to be willing to work with you until Monday,” says Michael Smith, a real estate broker and managing partner at Smith Smith and Smith.
If you need an appointment in a business, he adds, “you’ll probably have to make a call to get a hold of the bank for it.”
And if you’re in Fargo to attend a business event, Smith suggests calling ahead to get an appointment, even if it’s on a Tuesday.
“It can be a little tricky if you need someone on the phone to come and pick you up,” he says.
If the call is on Tuesday, expect to wait at least 15 minutes, or an hour, for a call back from the bank.
“You can also expect to be put on hold for a long time, especially if you are at the business event or an event in the Fargo area,” says Smith.
“I think you want to do it on the day you need it, and make sure it’s a big deal.”
The best way to schedule appointments for Wells Fargo, BMG and other major banks In addition to getting your appointment, it may be helpful to schedule the appointment with the business.
If it’s not a major business, a phone number to call is helpful as well.
A few things to consider When you decide on a business appointment, Smith recommends calling ahead with the bank to get confirmation of how long the appointment will take, so you can know if you can get it done.
“There is no time limit,” he notes.
If a business is closed, that means they won’t be accepting your appointment for the next 24 hours, and you won’t get a call from them until Tuesday morning.
“This means you’ll need to be prepared to make multiple calls to make sure you get an answer on Tuesday,” Smith says.
“And if you don’t get an answering machine, you’ll likely have to call the bank again.
You should call a number that you’re familiar with and you can give the name of the person you’re talking to.”
A call to the bank’s voicemail is also helpful.
“The voicemail number for the business is usually pretty easy to remember, so that is the number you’ll want to call,” Smith explains.
If there is a time and location you don?t want to travel to, Smith says, “Call the business and ask for the location and call back as soon as possible to make arrangements for that.”
Another helpful tip is to use your own cellphone number to ring the bank as soon after your appointment is set up.
This helps keep the bank in contact with you even if the call isn’t available on the app, and gives you an extra step to make the call if you have an appointment to make.
“Even if you get the call back, you can call them back and get a confirmation number,” Smith adds.
You can also call the business after you’ve made the appointment, so the bank can keep an eye on you, and to make changes to your schedule.
For instance, if you miss the appointment and have to cancel, Smith notes, you might have to pay a $20 fee.
“So be prepared for a delay and a cancellation fee,” he recommends.
If your appointment isn’t in the cards, Smith also suggests calling in advance, as it can be difficult to schedule.
If that happens, you may have to wait for an additional appointment.
“That is the way we’ve been going with it,” Smith notes.
“But if it does happen and you need more time to make it happen, that’s fine.”
If you decide to cancel the appointment for any reason, Smith will pay for the cancellation fee.
He also says that you should call the company’s customer service line to cancel.
Smith says you can cancel a business by calling their toll free number or calling the bank at 1-800-737-3400.