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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.
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