BE
Bridget E

1 reviews | Active since Mar 2009

17 Nov 2023, 15:14

How do I get a Banker that actually engages with me?

I moved all my financials to Investec expecting a great experience, but to date I feel my private banker and I are not aligned. It takes significant amount of badgering on my part to get her to interact with me. For e.g. I asked via email last night around 20h00 about obtaining credit on my profile. I also sent a Whatsapp to her at 08;54, she responded to whatsapp at 10:24, I could not respond as i was in meetings, i responded on 13:28 asking if possible to have a call at 14h30 - it is 15h10 no response. I had in the meantime forwarded my email on to the other person on my profile, asking for assistance at 10:25, she rep**** to me instead of banker 'can you reply to her' at 11;18, nothing, I rep**** and cc'd banker in, asking if there was anyone else who can assist me at 14:31, to which the other support person rep**** at 2:56 banker will respond. I understand we are all busy, but HONESTLY, this is not the service I expected or require. I need a banker who is responsive and matches my energy, can someone contact me to advise the process to find a banker that matches my energy and can meet me half way from a communication perspective, or at least gives the perception of being interested in engaging with me?

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Replies (2)
Investec
Investec's reply17 Nov 2023, 15:45
Official
We're sorry to hear about your service experience with us.  This is not the kind of service we aspire to provide to our clients.  I will escalate your concerns to our Complaints team for further investigation, and they will be in contact with you to address the matter. 
BE
Bridget E's update18 Jan 2024, 16:13
Reviewer Update
I have still not heard from investec on this ask to move to another Banker, its been exactly TWO months. Perhaps it will be easier for me to move my business entirely away from Investec, because i just do not seem to be getting any decent service.