As a Financial Services Coordinator at the Bank of Montreal, I was always busy.
My days included my usual tasks: receiving/sending mail, assisting clients with their banking needs and inquiries, booking appointments, ordering supplies, preparing mortgage/loan discharges and payouts, financial transactions, investigations, answering the phone, filing, and greeting customers/guiding clients to their appointments.
I acted as a supportive role for my colleagues in the branch and often found myself completing additional tasks, such as cleaning, scheduling maintenance visits, cash management, assisting on the teller line, training new employees, resolving complex customer problems, creating and sending letters and various financial documents, organizing the filing room and stock supplies, making phone calls and sending e-mails on behalf of my colleagues to their clients, scheduling mail couriers, and providing assistance to employees at other branches.
While the job description of "Financial Services Coordinator" is very ambiguous and varies from branch to branch, I appreciate the skills and experience I took away from my time at the Bank of Montreal. For the most part, I worked independently with little to no supervision or direction. I developed strong relationships with many customers, developed my own client base, and acted as a personal banker to a few of our most high-profile clients. I developed strong dispute resolution skills, organization, and time management skills. I learned how to effectively cope with stress and became very fast and efficient and made no errors.
Good clients, good benefits, free banking, develop lasting customner relationships, networking, acquire a lot of knowledge, extensive training programs
Increased workload with no change to salary, often take work home, little support from upper managment, little opportunity to advance