Huynh Nguyen
Dartmouth,Canada
Summary
A driven young professional with 5 years' customer service experience and 2 years of experience in banking. Energetic and eager to learn, with a passion for banking, finance, and sales. Mutual Fund License through IFIC
Overview
3
3
years of professional experience
Work History
Senior Customer Experience Associate
Scotiabank
09.2025 - Current
- Team building, and leading the tellers to provide best customer service and giving best advice to customers.
- Sales focused and building relationship/recommendations to the right products and advisors.
Financial Advisor
Scotiabank
04.2024 - 08.2025
- Team building, and leading the tellers to provide best customer service and giving best advice to customers. April 2024
- Achieved client satisfaction in first 5 months of role. Achieved Top 60% Advisor Regional after 3 months of accepting the role. Achieved 130% annual goal.
- Helping customers get approved for complex mortgage and loan lending. Mentoring clients at all levels of financial literacy to understand underlying needs and goals and provide tailored financial advice.
- Analyzing customers' financial statements to determine patterns, calculate key ratios, and provide feedback.
- Building client primacy by proactively identifying customer needs and introducing appropriate banking
Sales Representative
KIA O'Regan's
11.2024 - 03.2025
- Understand negotiation to reach sales agreements. Provide product knowledge of different automotive products (especially KIA) to help customers have the best choice.
Senior Customer Experience Associate
Scotiabank
02.2023 - 03.2024
- Achieved highest SEA designation among all CEA's in HRM in 2023 with 160% of plan on average.
- Aligned customer advice with Scotiabank marketing and performance initiatives by highlighting key products/solutions to customers.
- Led training of new staff on all relevant Scotiabank systems and CEA best practices.
Education
Bachelor in Commerce - Finance
Saint Mary's University
Halifax, Canada11.2025
Associate Degree in Associate Degree - Art
South Puget Sound Community College
Olympia, United States11.2025
Skills
- Analytical Skills
- Analysis and Problem-Solving: Understanding Financial Statements including balance sheets and income statements, calculating ratios and analyzing stock and share prices
- Customer Relations
- Customer Relations: Strengthening primary relationships between Scotiabank and customers by proactively identifying customer needs and presenting solutions Building trust and helping customers have confidence in buying vehicles at O'Regan's
- Computer Skills
- Advanced Computer Skills: Proficient with Microsoft office, adept at learning new POS/internal systems
- Product Knowledge
- Customer Focused/Product knowledge: Proficient with bank and automotive products to find the best solution/products fit customers' requirements
- Financial analysis
- Customer relationship management
- Mortgage lending
- Sales negotiation
- Product knowledge
- Client satisfaction strategies
- Performance metrics tracking
- Data interpretation
- Communication skills
- Relationship building
- Sales and upselling
- Work prioritization
- English and Vietnamese fluency
- Data evaluation
- Salesforce CRM
Languages
English
Native or Bilingual
Vietnamese
Native or Bilingual
AWARDS
Best of The Best 2023, CEA - Scotiabank, Achieved highest performance and customer satisfaction overall for CEA positions in all of Atlantic Canada.
Timeline
Senior Customer Experience Associate
Scotiabank
09.2025 - Current
Sales Representative
KIA O'Regan's
11.2024 - 03.2025
Financial Advisor
Scotiabank
04.2024 - 08.2025
Senior Customer Experience Associate
Scotiabank
02.2023 - 03.2024
Associate Degree in Associate Degree - Art
South Puget Sound Community College
Bachelor in Commerce - Finance
Saint Mary's University