I love to start my day early at 8 AM where I begin by checking emails and updating my ‘to-do list’ for the day. Being in a customer-facing role, I have a lot of tight deadlines to deliver excellent customer service, so I find that a ‘to-do list’ is really helpful. Once this is complete, my team grab our coats to go on a walk and buy our morning coffee.
I start working through my list of tasks which likely includes responding to customer queries over the phone and speaking with our internal stakeholders such as asset and trade finance. Looking through our portfolio, we have just received the quarter 4 financials from one of our customers. I’ll make a start on analysing the trends from the previous period to track how their business is going and document their credit risk position.
It would be great to attend a customer meeting with this customer in the upcoming weeks prior to their annual review, which is my favourite part of being in banking. I love to hear our customers talk about their businesses and give us a tour of their facilities. This allows us to build a valuable relationship so that we can best meet their needs and assist their business to grow. I’ll mention this to my manager so that we can schedule the meeting ahead of our annual review deadline, which will give us time to discuss any changes to their banking products.
My team and I love to go for a walk around the block during lunch. We share some laughs and get fresh air. It allows us to come back to the office with a clear mind to continue our work. Today, I have a workshop where our credit and relationship managers discuss a client with our risk team. The purpose of this meeting is to talk through anything we need to consider before we can submit their commercial loan application for approval.
After the call, I continue working through my list until home time. Time flies in frontline roles. It’s always “on the go” because we are responding to customers’ needs. It’s rewarding meeting customer expectations.
Before I know it, I’m saying goodbye, I might hit the pool today to train for my upcoming triathlon.