Congrats OP.
Every six months or so, there seems to be a reason to go in person to a bank and speak to a banker. They always want to pitch products. I've learnt to drop enough bread crumbs for them to realize it ain't worth giving me their pitch. Sometimes they'll ask 'oh what balance are you carrying?' or 'what's your other bank's rate?' and then stop at the answer.
The last time I went into a bank, I told the banker upfront "I'm going to open this account meet the requirements, take my money, the bonus, and go. If you want me to get a credit card it must have a promotion providing X and if you want to sell your CDs, investment options, mortgages, savings, etc they must meet my terms.". After that the banker understood I was that small percent of customers that will be a net loss and worked with me to make sure I was successful in using their promotion.
