Having worked in the financial industry for over 7 years in a previous career, I feel as if I'm at a disadvantage going into the bank.
I answer my own questions. I wish I had the TDCT system on my home computer. This way I can complete my transactions faster. It would save me a heck of allot more time doing my own RSP and mutual fund investing. Why do they constantly book my appointment with a non-mutual fund rep when it clearly states on my profile that my RSPs are in mutual fund accounts? From what I recall, whenever someone calls in to make an RSP appointment, the staff member who answered the phone is to look at the customer's profile quickly to ensure the appointment is booked with the appropriate service rep.
Well whatever. Each time I call, I assume they have completed the proper research to book the appointment. I shouldn't bother giving them the benefit of the doubt. But stupid me, I do. And repeatedly, each time I come in, that individual I'm booked with can not complete my transaction in front of me and needs to forward my request to someone else.
Any normal person would be annoyed. Then again... I'm not normal. (Haha!)
But regardless of the lack of real time service, the staff have been always been friendly, easy to get along with and have always communicated to me articulately on why someone else will have to complete the transaction. This is key. It's all in the communication. And this branch has always proved TDCT deserves my business even if they fail in booking my appointments with the correct person.
Btw, the majority of this branch's clients are business customers. Therefore during the busy times such as RSP deadline day, there will always be someone available to help you with your contribution. Great location to avoid personal banking investing line ups. read more