My typical day started with doing gap analysis for customers coming in, making phone calls, doing follow up paperwork, transactions or calls. Reviewing credit and investment files to give to compliance officer. During the day, meeting with customers, completing financial reviews and plans, identifying their financial needs and goals to provide best customer solutions, referring to expert partners in or outside the branch, looking for referral opportunities and/or off us products to transfer in from other financial institutions. Marketing/cold calls to generate business. Creating campaigns, training and coaching other colleagues. Dealing with other departments to ensure processes and transactions were done correctly for customers. My satisfaction was to provide excellent customer service and advice, their compliments was my best reward. I extremely enjoy dealing with customers, relating to them, spending time with my colleagues and being able to help them on a daily basis. I've learned my passion for success, for doing things right at the first time, my dislike to making mistakes or disappointing customers, managers and colleagues; I grew my banking knowledge on different levels, became stronger person when dealing with difficult situations. I had the opportunity to act as acting manager when ours was away. I like being challenge on a daily basis, I motivate myself to be the best.