Arrive at wok at 8.15am-8.30am do acct open and closed report and follow ups on previous days appointments. Call todays apointment and confirm there apointments for that day.
9.00am daily sales and compliance meeting.
9.30 Branch open and first apointment or proactive calls to fill diary for that day and up coming week Have lunch at aproximately 12.30pm to 1.15pm.
Apointment daily aprox 1 hour each doing full acct reviews with my bank considerations making sure our customers are protected and that there banking is the right products to suit there needs and helping them reach there goals and dreams.
Aproximately 4.15pm report to manager with that days results.
Foollow up any unfinished paperwork or compliance until 5.00pm finish time if no followups required then make pro active calls.
Sometimes not enough hours in the day