I went to Bank of America to obtain signature guarantee for a document that I had to submit to Fidelity Investments. This is something I had done many times in the past at their Mission San Jose branch with no prior problems. We had banked there for more than 20 years. But this time, I made the mistake of going to their Warm Spring branch office. The branch manager there was named Quenby Fong. She was ready and eager to say NO to anything I asked for. She first claimed she had did not know what a Defined Benefit Plan was and therefore, she could not provide signature guarantee on my document. I explained that a defined benefit plan is similar to a 401K program. Then she said she did not do signature guarantees but she could only do Medellion signature guarantee. Then I said I did not care which one I got and whichever one she could do, I would request for that. Then she finally came back and said she would not do any signature guarantee. I finally gave up asking her for assistance.
About an hour later, I made another trip to Bank of America Mission San Jose branch. The branch manager, Lily Tang, was very helpful. She explained that I needed to bring an account statement from Fidelity before she could provide me with the signature guarantee. Luckily, there was a UPS store next door. I went there to use the internet connection and printed out an account statement immediately. Lily Tang gave me the signature guarantee within 5 minutes.
The branch manager (Quenby Fong) at Warm Springs branch of Bank of America was determined NOT to help me and came up with excuse after excuse to discourage my request. With this type of attitude, she should have found other lines of work so that she could be happier at what she does.
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