Would you do business with this woman?

I've been considering switching my business accounts to a new bank. 6 months ago I met with a banker who had a lot of great ideas. I told her I was just considering it. They couldn't meet my current rates, so I didn't switch banks. I filled out an application recently since she felt the rates would be better. She needed some tax returns as income proof, and I said I'd get it from my accountant and have it faxed. She said that she could call him and handle everything. I said I prefer not to have other people calling my accountant. He's not done with my taxes yet, so instead of a tax return, he sent something else. So, she CALLED him up, then sent me an email saying "the question here is the information you requested. I asked him and he told me you didn't request tax returns. I neeed tax returns". I felt she went behind my back calling him, and was accusing me of lying by saying she "asked him and he said I hadn't asked for it". Do you feel she's being inappropiately aggressive?

yes

I do sales for a living and the first rule I have is never lie to your customers, or about them

Trust is the key factor in creating a long term business relationship, she is obviously not interested in that, she wants her commission and is willing to do anything to get it

what happens 6 months from now when you a new project comes up that she wants you to invest in but you don't want to... think she will push you again? if so then stay put

I would report her and the bank, this is very improper business. Contact the bank examiner's office.

I agree with AM B - way out of line - I'd write a letter of complaint, especially since you did not give her the authority to contact your accountant.

yes very much so. I wouldn't go business with her or her company again and I would write a complain letter.

Banks don't even NEED your tax returns unless you are getting a mortgage. Why is this woman asking for tax returns in the first place? If they are deposit accounts, she has no business having them.

As for her going behind your back....are you SURE you read each and every line of everything you signed? Some banks have a habit of slipping in an authorization form which lets them request items on your behalf.

Bottom line....if you don't like how you are being treated, then dont go there. YOU are the customer...YOU decide who gets your business.