Video Banking Appointments
We want to make banking with us easy and convenient. If you are making a meeting with your Financial Consultant, Mobile Mortgage Specialist, Financial Planner or anyone on the Westoba Team, request for it to be a virtual “face to face” by using Microsoft Teams.
How will it work?
- When making your appointment request for it to be virtual.*
- Our Team will set you up with an appointment time and email you a link for you to access our secure system. Instructions will be sent and we are available to help troubleshoot and get you logged in.
- Use the link, follow the steps and ta-da, you will be ready for your video banking appointment using Microsoft Teams.
Let’s start talking about how we can make your financial dreams happen, make a video banking appointment today!
Resources:
Click here for a step by step infographic to using Microsoft Teams.
Click here for a walkthrough on how to use Microsoft Teams.