The day to day activities of the bank are assisting customers with their accounts and banking needs.
Answered - Relief Teller (Current Employee) - Pictou, NS
Meetings, paperwork, sales. Respond to customers, prospect for business, correct paperwork, scheule meetings, correct someone elses paperwork, review lending guidelines, sit down with manager to review paperwork, gather so much paperwork to create a mortgage or transfer benefits, spend an hour financial planning with clients who are debating moving their retirement fund to you, but dont have all their paperwork so you upsell them insurance on products they have, upsell, network, tidy office, file.
Answered - Financial Advisor (Former Employee) - Grande Prairie, AB
Daily review of Overdrafts, holds, Loan Delinquencies, Visa Reports, Funding, Doc preparation, processing
Answered - Lending Services Officer (Former Employee) - Toronto Business Service Centre