Jad Sayed

My role was within a Financial-Tech company focused on SaaS solutions and consisted of:

• Liaised between IT infrastructure team and other personnel to assist with resolution of system issues.
• Wrote effective documentation for each client system to deliver comprehensive sets of requirements and alignment with business objectives.
• Conducted analysis within the business and on existing documents in order to determine any missing information and establish or clarify project requirements.
• Professionally interacted with clients to assess business requirements and determine software needs.
• Determined proper methodologies and procedures to use based upon project specifications.
• Communicated and explained business requirements to team members to understand and implement functional demands.
• Analyzed existing systems and databases and recommended enhancements to solve business needs
• Developed diagrams to describe and lay out logical operational steps.
• Offered input for complex documents to support client-ready final versions.

• Assisted customers with request for banking services and inquiries such as handling transactions as well as assisted them with any digital issues they might have experienced within online banking
• Probed to understand customer needs in a timely manner and referred them to the appropriate colleagues based on those needs
• Encouraged and educated customers on digital and self-serving options to ease their banking experiences
• Managed large cash transactions between customers and through CRU units
• Identified suspicious or fraudulent patterns of activity and escalate further to investigate
• Taking initiative to generate sales through conversations or cues presented to client profiles as appropriate based on their needs.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

• Working within BMO's customer contact center and dealing with day-to-day banking needs, inquiries and requests from customers, lawyers, bank branches and solicitors
• Whether it deals with financial advice, banking inquiries, risk management, fraudulent activity, foreign exchange, or the daily monitoring of updated bank policies to be applied immediately, all while dealing with a high degree of confidentiality and BMO's codes of conduct to be adhered to on every call
• Strong attention to detail is a must, along with exceptional customer service and patience all while being incredibly efficient in order to meet demands and timing requirements placed on every client call or interaction.
• Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
• Generated new sales leads to achieve and exceed monthly sales goals.
• Met and exceeded daily sales quotas and pre-sales opportunities for other services or departments the bank provided.

• Liaised between 4 departments to facilitate communication and keep appropriate parties updated on project developments.
• Created job files for each project and maintained current data in each file.
• Tracked hours and expenses to keep project on task and within budgetary parameters.
• Assisted with onboarding 10 newly hired staff members and coached on task prioritization.

• Worked as an assistant and a data entry clerk as well as managed data provided by senior portfolio managers
• Proficiency within Microsoft Office Essentials including Word, Excel and PowerPoint.
• Managed time wisely within the office due to an overload of data and tasks with tight deadlines.
• Must be very detail-orientated to detect any flaws in data presented.
• Written and verbal communication must be concise, professional and clear.
• Consistent outbound follow up calls to clients along with outbound cold calls to facilitate growth and build rapport.
• The ability to anticipate needs within an office and be able to make data easier to access and read
• Quick and efficient typing skills to get work done on time within data-entry based tasks.
• The ability to research company information and analyze data.
• Had to be very independent to get tasks completed without an overseeing manager to micro-manage or delegate.