In one day on his work

In one day on his work, he arrives to the bank at 8:30 and he has 1 hour before the bank opens to check his e-mails, review his agenda, and sometime make some calls. Also at the morning he has a meeting where he and his coworkers talk about some special clients or important issues. Then usually he has a bunch of meetings with clients. He has a time where he calls clients, this calls the bank named proactive calls. The bank system show up the potential clients he has to call based on promotions, changes on interest rates, new products that matches with a specific client or applications people made through the online platform.
Through our conversation I noticed the bank systems is a powerful tool and they have all the information there. He explained to the bank handle straightforward requirements and steps to follow in order to approved a credit/loan application. The bank system is analytical, for example if the credit/loan application is from a person who is already a client, the system already has the credit history, movements in the accounts, income information and pre-approved the total amount of the application or just a partial amount. From a new person he need to type basic information like name, address and make the income application. After that the person has to sign an agreement that allowed the bank system to look through the credit history.
Also, now exist many online application where the people can apply through RBC webpage. One of the online tools for clients is credit score, which calculate their scores, tells what their score means and witch activities could affects to it. In RBC web page the people can apply for credit cards, there is mortgage calculator, apply for pre-approved mortgages and debt consolidation calculators. With all the online applications the system will gather all the data, match to the product that fits on each client and give the information to Sandy in order he can calls them and offer this products.

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I'm Dora

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Hi!
I'm Barry!

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