
my co-workers and the fulfilling work
Working with clients to help achieve their goals and working hand in hand with the team to accomplish them.
Talking to friends and coworkers
The work is never boring and keeps you busy at a good pace all day
Review from Operations Dept
I enjoy the job, the clients and my immediate co-workers.
The flexible schedule my team has.
Being part of a 100+ year company which has lead the way in financial excellence and will continue to do so.
Review from Finance Dept
The positive impact we have on our clients lives.
Review from Sales Dept
The ability to profoundly impact people’s lives for the better and to help them achieve what matters most to them. I have a sense of purpose in what I do. I also like that my income is only limited to the amount of work that I put in, and I like the flexibility and control that i have over my schedu
Review from Finance Dept
My clients and my teammates motivate me
Review from Sales Dept
The time I spend with clients
Review from Sales Dept
Helping my clients achieve dreams
Review from Finance Dept
Getting to see my team and our clients
Review from Finance Dept
Different projects and great coworkers
Being helpful and achieving my goals
Making a difference in people’s financial lives.
Review from Sales Dept
Opportunity and not the lack thereof, like being excluded from reasonable opportunity like Bank leads that would only seem fair.
Review from Sales Dept
Mabagement is weak and needs to be removed
Bank pushes products and revenues instead of client experience and production
More staffing and better support to succeed.
Review from Finance Dept
We are numbers if we were treated like people it would be better
Review from Finance Dept
Regulatory and Brexit demands could be eased if cost cutting plans were reversed temporarily
Review from Operations Dept
Negative reinforcement pushing the flavor (activity) of the month. No constancy in strategy to earn business. Managers don't listen to local talent for what works with their clients. Forced to use inefficient process & tools to monitor & micromanage. Managers focus on pushing orders from on high.
Review from Sales Dept
Fiduciary mind set
Review from Finance Dept
Vacation time and volunteering
Review from Finance Dept
Benefits
Review from Finance Dept