Finacial Services Associate (Current Employee) – Baldwin Place, NY – 8 November 2013
-A typical day at work involves taking care of immediate sales goals, while preparing pipeline for the future. Maintaining customer issues, and engaging with current and prospective clientelle. Conformance issues are a priority in a banking environment. Conference call involement and meeting ever-changing and exceeding expectations. -Knowledge of banking products, state and federal laws, and an expanded knowledge of exceptional customer service and increasing sales initiative. -Micro-managing increasing and making lower level management irrelevant. Good for immediate profit increase, but creating a destabalization of evenly distributed and strong management. Very formatted managerial training (may be the result of redundant jobs in upper-management increasing expectation). This creates very blueprint new managerial staff which leads to a disruption in sales environment. -Co-workers are well-hired and have created a healthy environment of in-branch competitiveness, as well as, supportive and consistent in-branch training. -The hardest part of the job is meeting expected and constantly increasing goals which leads to every in-branch bonus (team incentive, not individual). There is no curve, bonuses are paid out on a black and white system. This leads to in-branch shaming and disdain. There are many scheduling expectations, which make it near impossible to send out staff members to necessary training (short staffed, and constant staffing needs). This leads to hourly employees commuting for 6 day weeks with very rare two day weekends. -The most enjoyable part of the job ismore... the learning experience and challenges faced on a daily basis. There is a strong appreciation for your clientelle and there is a great fulfillment in knowing that you can provide a good product and help someone, while building a relationship. Banks often take advantage of the consumer, but it's nice to know you can minimalize this and provide a service that otherwise would be overlooked.less
Good learning experience.
Little to no breaks, interference with home life, vacation scheduling and two day weekends are exceptionally difficult.