(light jazzy bass music)
- Hi, and welcome to
Small Business Boot Camp.
They say breaking up is hard to do,
and that's definitely true
when you're breaking up with your bank.
If you're putting up with a bank
that isn't treating you right,
we've got a great plan
that should give you hope.
We're going to share a handful
of easy steps you can take,
but the most valuable
thing you need to know
is you don't have to
do it all at one time.
That's right.
It's a step-by-step process
and no one is timing you,
so let's get this thing done
at a pace that works for you.
Step one: Find a great bank.
There are some great community banks
that will treat you right.
And if you want a recommendation,
feel free to give me a call.
Step two: Switch your
automatic bill payments
and redirect auto deposits
like your paycheck to your new account.
This may take a little more
time than the other steps,
but have patience and you'll get there.
Step three: Balance your checkbook
from your old account one last time.
You wanna make sure there
aren't any outstanding checks
that you've missed in
switching things over
before closing your old account.
So, you may end up having two
accounts open for a while.
So remember, find a great bank,
switch over your autopay
and direct deposits,
and then balance that
checkbook one last time.
And if all else fails,
we have a great lifehack:
Let someone else do it for you.
That's right.
At Coastal Community Bank,
we're happy to take your
account information,
fill out your paperwork, and
help get you on your way.
It's just that easy.
Thanks for coming to boot camp.
See you next time.
