I provided support for Small Business Manager of High Value clients with their everyday banking needs. I met with her and was instructed which clients were in need of assistance and how to best meet their needs. I processed the DOL report, renewed investments as needed, processed telephone and wire transfers, both Canadian and US currency,I booked my managers appointments and ensured she had the appropriate paperwork to meet clients needs. I learned so much at this job, but was only guaranteed a set amount of hours per week.
not enough hours