Joe Chedid

Ambitious and results-oriented student. I am currently a Client Advisor at the Bank of Nova Scotia and a Finance student at the University of Ottawa. I have roughly two years of experience working in client-service-based positions, and recent experience working within the Finance field, as a Client Advisor.

I have strong independent, stress-management, and problem-solving skills. I am seeking a student opportunity to further establish my skills, learn new expertise and gather a better understanding of the field of finance.

EXPERIENCE Client Advisor, The Bank of Nova Scotia, Ottawa, ON (October 2022-Current) • Help clients with their day-to-day banking needs.

• Assist clients with setting up and/or closing accounts, completing applications, and signing up for new bank services.
• Offer financial advice regarding investments and savings.
• Educate clients about loans, lines of credit, and mortgages.
• Ensure that clients are satisfied with banking services.
• Deal with money, money wires, checks, balance sheets, inventory, and electronic forms.
• Ensure clients are satisfied with their banking experience, by clearly communicating in their preferred official language.
• Help financial advisors with their clients by verifying government documents to reduce the risk of fraud.
• Conflict resolution.

Example: Many elderly clients are unable to use online banking, I educate them by providing simplified step-by-step guidelines and demonstrating the use of the online Scotiabank application, to ensure all clients' needs are met and the problems are solved. Sales and Customer Representative, Bell Canada, Ottawa, ON (November 2021-August 2022) • Help customers with finding the best services and products that suit their wants and needs.

• Help Customers in troubleshooting their electronic devices.
• Show customers how to save on bell bills.
• Work as a team to ensure targets set by management are met before the deadline.
• Train co-workers and show them new sales strategies, such as upselling, how-to make recommendations, etc.
• Communicate with customers using both official languages

EDUCATION Bachelor of Commerce Finance, University of Ottawa (Completion date expected in May 2024)