8:30 a.m.
Arrive at the branch ready to start the
day.
Check the system for term investments coming due so that I can
advise customers. Make a note to call and verify terms with several
customers as rates have changed and will need new instructions.
9:00 a.m.
My appointment arrives.
He's in his twenties and wants to discuss investment options after
receiving a good-sized inheritance. I think I need help on this
one. I take my customer down the corridor and introduce him to a
more experienced colleague. I tell the customer a Financial Advisor
has more expertise than I do. He seems pleased and shakes my hand.
10:00 a.m.
Assist our frontline by helping a
customer.
Bump into Jack at the water cooler. We agree to have lunch at that
new place down the street. No time to chat though. It's a busy
morning and I know our Customer Service Representatives (CSRs)
would appreciate my help. Set up an ABM card along with telephone
and Internet banking access for a young student who will be
attending university out of town. She's so excited.
11:30 a.m.
Process a credit application for a
customer.
The morning is flying so quickly. Just before lunch, I process a
credit card application for a couple that just emigrated from Hong
Kong. I ask if they would like to set up an appointment with a
Financial Advisor to discuss their financial needs and plans. They
agree.
12:30 p.m.
Time for a lunch break.
Jack and I go to the new restaurant. We both have a sandwich and a
nice chat. He's into sports. I'm ready to go back to work.
1:30 p.m.
Assist a customer with his RSP
decisions.
He's thinking about transferring funds from term investments to a
mutual fund. I tell him I think it's a good idea. He's young and
can ride out any cyclical uncertainty and invest for the long term.
I help some other customers with loan and mortgage payment
inquiries.
2:30 p.m.
Help resolve a customer
complaint.
I become aware that one of our customers has a complaint. In fact,
he's yelling at a CSR about the service fees on his chequing
account. I ask him into my office and walk him through various
choices on our sales Internet site - Clear Customer Choices - and
show him how to reduce the charges by doing day-to-day transactions
in a more effective way. When he leaves half-an-hour later, I feel
good that he's almost calm.
3:00 p.m.
Regular coaching session with the
Manager, Financial Services.
He's my mentor. We talk about growth activities that I need to
focus on so I can be considered for a Financial Advisor role in the
next 12 to 18 months. I like this. He also congratulates me on
exceeding my sales revenue target. Thanks!
4:00 p.m.
Work on developing a business
plan.
My Manager asks for my help to develop a plan to get the entire
branch up to speed for the upcoming sales campaign that will be
running for the next two months. I'd be delighted.
5:00 p.m.
A great end to a productive day.
It's been a good day and now I'm headed to the gym before going
home. | 
