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What is Banking My Way?

What is Banking My Way?

Banking My Way gives you the option to tell us specific information about yourself in order that we know how best to support you.

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.

What are the benefits of Banking My Way?

What are the benefits of Banking My Way?

By understanding more about you we will be able to offer improved support when you interact with us. By telling us once, your information will be available for us to help 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 can amend or delete this at any time if your circumstances change, or you no longer wish to have the information recorded.

Once you record your details in Banking My Way, we will ensure that you do not need to repeat any additional support you need from us and we can also suggest other services that could make your banking with us easier.

Where can I find Banking My Way within my Digital Banking?

Where can I find Banking My Way within my Digital Banking?

Banking My Way can be found in the ‘Your Details’ section within your Digital Banking.

Where can I find Banking My Way within my Mobile App?

Where can I find Banking My Way within my Mobile App?

Banking My Way is in the 'My Profile' or 'Help' section when you log into your Mobile App.

What information do I need to complete on Banking My Way?

What information do I need to complete on Banking My Way?

You can confidentially tell us about your specific circumstances within the initial section of Banking My way or if you would not like to share this information then please click ‘No, but I'd still like to see the available support options’ and you will then be presented with our full list of support options to choose from.

For further information on Banking My Way, please follow the below link: Banking My Way(opens in a new window)

When do we review your Banking My Way information?

When do we review your Banking My Way information?

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 Digital Banking, the mobile app 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 Digital Banking, speaking to our Customer Contact teams, or visiting one of our branches.

Do I need to complete all sections of Banking My Way?

Do I need to complete all sections of Banking My Way?

No, the Banking My Way service is optional, so you don’t need to tell us anything you don’t want to.

If you’d rather not advise us about your situation you can select from our list of support options. The support options will give you further information on how they can help.

What am I expected to do when recording details on Banking My Way in my Digital Banking?

What am I expected to do when recording details on Banking My Way in my Digital Banking?

Firstly navigate to the Banking My Way option within the ‘Your Details’ section of your Digital Banking profile or the 'My Profile' section on the Mobile App.

You can then provide us with details of your specific situation and/or choose the relevant support you need from us.

Under each Support option available, there will be a short description to inform you how this will assist in making your banking as easy as possible. This information will then be pulled through to our internal systems ensuring there is no need for you to repeat this every time you contact us.

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