- Providing visitors to Canada insurance including insurance for Supervisa applicants- Providing personal insurance such as life, disability, critical illness, long term care, travel insurance -- Opening health spending accounts for small business owners- Dealing with new and existing small business owners and helping them in marketing, improving sales- Implementing asset protection strategies and helping in buy-sell agreements for small business- Providing investment fee for service advice- Managing money for existing clients- Estate planning including discussion about wills, trusts, power of attorney, guardians for the children

- Taking ownership of client problems, developing satisfactory solutions- Providing services and lending for small businesses- Maintaining and growing the customer portfolio by identifying and promoting personal banking solutions- Cross-selling additional services- Providing advice about secured/unsecured lending for personal clients- Selling mutual funds and providing customized investment solutions- Proactively calling and booking appointments with clients based on leads and referrals

- Promoting banking products and transaction services that meet clients’ needs- Opening/closing personal accounts, issuing Visa- Providing financial advice about different products such as GICs and Mutual Funds- Providing lending products such as personal loans and secured/unsecured lines of credit- Identifying sales opportunities while processing transactions and providing customer service- Supervising tellers and their operations, conducting performance reviews