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Intake form
Help us serve you better
Name
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Email address
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What is your preferred communication method?
Please select at least one option.
Email
Phone
Mail
What services are you interested in?
Please select at least one option.
Online Banking
Private Banking
Investment Services
Wealth Management
Financial Planning
What is your primary reason for joining BAN TRUST NA?
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Personal Savings
Business Banking
Wealth Management
Investment Opportunities
What is your current occupation?
What is your annual income range?
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Below $50,000
$50,000 - $100,000
$100,000 - $200,000
Above $200,000
What is your preferred language for communication?
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English
Spanish
French
Do you currently have any banking relationships?
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Yes
No
Additional questions or comments
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