Banking My Way is a service that allows you to tell us specific information about you so that we can better help you in the future. With your permission we will record this information so that we can be aware of it each time we interact. We will also be able to suggest additional support for you to use in your day-to-day banking.
By understanding you more fully we will be able to offer better support when you interact with us. By telling us once, your information will be available for us to help you whether you choose to bank with us online, call us, or pop into one of our branches.
You will have full control of the information that you share with us and amend or delete it if your circumstances change, or you no longer wish to have that information recorded.
Once you tell us your Banking My Way details, we’ll ensure that you do not need to repeat the additional support you need from us and will allow us to suggest other services to you that could make your banking with us easier.
Banking My Way is in the ‘Your Details’ section when you log into your Online banking.
You just need to visit our registration page(opens in a new window).
You can now confidentially tell us about your specific circumstances in the ‘About Me’ section of Banking My Way. You can also choose the additional support you need from us in ‘Support Me’.
The options that can be selected for ‘About Me’ and for ‘Support Me’ Banking My Way(opens in a new window)
There will be an annual reminder to review your Banking My Way information. This will ensure that our records are accurate. The reminder will be sent to you either through Online banking or the next time that you speak with our Customer Contact team or visit a branch.
Alternatively, you can amend your details at any time through Online banking, speaking to our Customer Contact teams, or visiting one of our branches.
No, the Banking My Way service is optional so you don’t need to tell us anything you don’t want to. This service is a great way for us to help you and purely optional.
If you’d rather not advise us about your situation (‘About Me’) you can just select the ‘Support Me’ option. The Support Me options will tell you how we can provide additional ways for us to help you bank with us.
You'll be asked to complete a new Banking My Way section within ‘Your Details’ in your Online banking.
You can provide details of your specific situation within the ‘About Me’ section and choose what additional support you need from us within the ‘Support Me’ section.
Banking My Way will suggest you what we can provide to make banking as easy as possible within the (Explain to Me section). This will then be pulled through to our internal systems ensuring there is no need for you to repeat this information every time you contact us.
Cora, our digital assistant, is available 24/7 to help answer your questions about everyday banking.
If you log into online banking or the mobile app before starting a chat, Cora can offer additional support.
