What should I ask a bank before arranging an introductory appointment?

Clarify the purpose of the meeting

Tell the bank whether you want general information, an account-opening discussion or help with an existing relationship. Ask whether the branch handles that enquiry, how appointments are confirmed and what information it currently needs for your circumstances. Do not assume that a relocation introduction guarantees an account or a particular service.

Request document instructions through a verified bank channel, including any translation or certification questions. Describe your residence and intended account use accurately, but avoid emailing unnecessary identity or financial records before the bank confirms a secure submission method.

Keep the discussion distinct from advice

Ask which products will be discussed, how terms and charges are provided and what follow-up checks may be needed. For investment, borrowing or cross-border tax questions, seek appropriately qualified advice rather than relying on a general introductory conversation.

Verify unexpected requests for transfers, passwords or authentication codes independently. Keep a record of the branch contact and the agreed next step. Banking arrangements do not establish immigration status; current residence questions should be checked separately through official Greek government sources as rules change.