BRANCH
CASTLERIDGE CENTRE
WHAT IS THE NAME OF MY BRANCH?
AN IMMIGRANT TO CANADA.
WHAT IS A NEWCOMER?
A FREE ACCOUNT FOR STUDENTS WHILE THEY ARE IN SCHOOL.
WHAT IS THE STUDENT BANKING ADVANTAGE PLAN?
NOOR SAQIB
WHO AM I?
THE UB CHAIR BEING PULLED OUT.
WHAT IS THE MORNING SIGNAL?
MON-WED 9:30AM-4PM
THURS-FRI 9:30AM-6PM
SATURDAY 9:30AM-4PM
WHAT ARE THE BRANCH HOURS?
YOU RECOGNIZE THIS PERSON BY FACE OR NAME OR BOTH.
WHAT IS A COMMON CUSTOMER?
A CHEQUING ACCOUNT, A SAVINGS ACCOUNT AND A CREDIT CARD.
WHAT IS A BUNDLE?
I AM A FINANCIAL ADVISOR
WHAT DO I DO?
A MORNING MEETING TO DISCUSS THE DAY AHEAD FOR EACH ADVISOR
WHAT IS OUR TODAY SHOW?
AN INDIVIDUAL WHO WELCOMES CUSTOMERS IN THE LOBBY, WALKS THE LINE, AND UNCOVERS IMMEDIATE CUSTOMER NEEDS IN ORDER TO SOLVE THEM.
WHAT IS A LOBBY AMBASSADOR?
RESTAURANTS, GROCERY STORES, FAST FOOD, JEWELRY STORES
WHAT BUSINESSES ARE IN THE AREA?
A COMMON SOLUTION FOR A NEWCOMER TO CANADA.
WHAT IS THE STARTRIGHT PROGRAM?
I COMPLETED A BUSINESS DEGREE WITH A CORE CONCENTRATION IN FINANCIAL SERVICES.
WHAT IS MY EDUCATION?
SITTING IN WITH ANOTHER ADVISOR WHILE THEY PROVIDE ADVICE.
WHAT IS A JOB SHADOW?
BRANCH MANAGER, ONE SBA, AN FA6, FA5, FA4, TWO TRAINEES, A UB, CEL, SENIOR SA, AND 5 SA'S.
WHAT IS THE BRANCH STRUCTURE?
THIS PERSON REQUIRES A WORK PERMIT TO STAY IN CANADA.
WHAT IS A FOREIGN WORKER?
A TOOL USED TO UNCOVER A CUSTOMERS GOALS.
WHAT IS TOTALVIEW?
UNCOVER YOUR NEEDS TO PROVIDE UNIQUE SOLUTIONS.
WHAT IS MY GOAL?
A MEETING WITH YOUR COACH TO TALK ABOUT YOUR PROGRESS AND CHALLENGES.
WHAT IS AN ITB?
VERY FRIENDLY, WELCOMING, AND WILLING TO ASSIST.
WHAT IS THE BRANCH CULTURE LIKE?
HINDI, URDU, AND PUNJABI
WHAT OTHER LANGUAGES DO MANY CASTLERIDGE CUSTOMERS SPEAK?
THE PROCESS USED TO UNCOVER CUSTOMER NEEDS AND PROVIDE ADVICE.
WHAT IS THE CUSTOMER EXPERIENCE MODEL?
TO WORK TOGETHER WITH YOU IN ORDER TO HELP MEET SHORT AND LONG TERM GOALS, AND GIVE YOU PEACE OF MIND BY HAVING A SEAMLESS FINANCIAL JOURNEY.
WHAT IS MY STRATEGY?
AN EDUCATIONAL SESSION ON A SPECIFIC TOPIC IN ORDER TO INCREASE KNOWLEDGE AND IMPROVE CUSTOMER SERVICE.
WHAT IS A SKILLBUILD?