My work summary and duties
Financial Service Representative (Ancien employé) – vaughan – 12 janvier 2015
In a typical day I would check my calendar in the morning and work based on things to do. Things to do would include, meet clients for financial analysis or needs, make calls to book more appointments for following week, helped our tellers in times of need, such as long line ups. Manage branch in the absence of management, follow up and complete mortgage applications that need it completion and ensure it was approved and documents were completed as per guidelines. Ensured general administration tasks were completed. Greeted and served clients with polite and very friendly manager.