I will never give a banker my information unless the shop requires me to actually open an account.
Let's see.... how to answer?
Did you sit down with a banker? Yes.
Did he point out the checkboxes? No.
Did he explain about the fees? No. (you need to ask, on the ODP, what are your OD fees?)
Did he go over the examples? No. (On combo shop, Did he recommend a card to you? No)
Did he give you documents without your asking? No. Maybe ask him, "Do you have a brochure I can look at to decide if I want to come back with my ID?" If he refuses, report that he refused.
Did you get a business card? Grab one if you see it
I think you can force a shop out of him by disregarding his request for ID, and instead make your requests for the required information. Ask about fees. Ask about brochures. If he refuses to answer, say so on the report. Ask for a card. If he refuses a card, go to a teller window and ask for a card with the bank's address and phone number on it to prove you were in the bank.
Okay... that's what I'll do if this happens to me. After the report comes in with all "no" answers, he'll stop being an ass about it.
Time to build a bigger bridge.