Bank of America: How to make an appointment to speak with a representative at a branch

By making an in-person appointment, you will be able to discuss everything related to day-to-day operations, investments, mortgage loans, and even business loans. At Takecareofmoney we explain how to schedule an appointment at one of the thousands of Bank of America branches.

When it comes to financial institutions, there is no question: Bank of America is one of the largest banks in the United States. And one of the services it has recently resumed, after a pandemic-related suspension, is setting up appointments to speak with representatives at its thousands of branches spread across the United States.

Now, everyone who wants to go physically to an office can do so without making an appointment.

However, it is advisable to schedule meetings to save time and take advantage of the expertise of the financial advisor with whom you are going to meet. At we explain how to do it.

What can I discuss with a Bank of America representative?

You can request an appointment online directly on the Bank of America website. Once you have entered the web page, you must select the topic you want to discuss with the advisor. To do this, the bank has the following options:

  1. Daily Operations: This option covers checking and savings accounts, loans, credit or debit cards, and notarization services, which are offered free of charge.
  2. Investments with Merrill: this section is aimed at resolving the concerns of savers and all types of investors. By selecting this option, you will be able to discuss everything related to retirement plans, IRA and 401(k) savings accounts, investment portfolios and college savings.
  3. Home Loans – This section covers everything related to home loans and refinances.
  4. Business Advantage – This section is reserved for businesses and owners, so you can request services related to your business accounts, payroll services, employee payments, investments, and business loans.

How to request an appointment with a Bank of America representative?

Once you have chosen the type of service you require – although you can also request support for something that does not fall within these categories – Bank of America will allow you to visit a physical branch near you or schedule a telephone appointment. These are the steps to follow:

  1. If what you want is to schedule an in-person appointment, you must check the box that says “at a nearby financial center” and enter your zip code in the box to find the Bank of America branch closest to your geographic location.
  2. Once you enter your postal code, you will be able to see, on the website, a list of the closest branches to your address. You will also be able to see the miles of distance that exist from your location to the branch and the bank service hours. Choose the address that best suits your convenience.
  3. The Bank of America system will then ask if you want to speak to an expert. If you answer yes, you will be able to choose which person will assist you. If you answer negatively, the bank will select, at its discretion, the best person to attend to your request.
  4. You can also request that the customer service be given in Spanish, if you prefer.
  5. Then, you must choose the date that suits you best. You can make an appointment up to 14 days in advance. In the same way, you must choose the most suitable time for you depending on the availability of the bank.
  6. The Bank of America system will require you to log in to the website to create the appointment. If you do not have an account with this financial institution, you can select the option to continue without signing in.
  7. To make the appointment, you must provide information to the bank, including identifying yourself as an individual or corporate client, your name and surname and your date of birth, as well as contact information: address, city, state and zip code.
  8. To finish scheduling the appointment, write your email and phone number. You can request that the bank issue a text message reminder of the appointment.

What should I bring on the day of my appointment with a Bank of America representative?

On the day of the appointment, to which it is advisable to arrive on time to avoid delays in service, you must bring identification that allows you to verify your identity. This can be a driver’s license, a US or foreign passport, a work permit, an ID issued by state governments, or a foreign ID.

If you are a bank customer, bringing your credit or debit card will allow Bank of America staff to serve you optimally.