JOE WOODCROFT
Ottawa
Summary
To advance my career in both the Financial industry and CIBC.
Overview
5
5
years of professional experience
Work History
Financial Services Representative
CIBC
Carleton Place
09.2025 - Current
- Provided financial guidance on products and services to customers.
- Processed loan applications and ensured compliance with policies.
- Educated clients on digital banking tools and features.
- Demonstrated expertise in product knowledge to identify and recommend appropriate products and services to clients.
- Analyzed client financial data to create tailored investment strategies and recommendations.
Client Service Representative
CIBC
Carleton Place
04.2025 - 09.2025
- Assisted clients with their everyday banking needs.
- Constantly remaining compliant with banking regulations.
- Direct clients effectively to the right advisor to suit their individual needs.
- Writing IFIC exam on September 22nd, 2025
Produce Clerk
Food Basics
Ottawa
10.2023 - 08.2025
- Stocked fresh produce daily to maintain quality and availability.
- Monitored inventory levels to ensure timely replenishment of products.
- Organized displays to enhance product visibility and accessibility for shoppers.
Service Technician
Yates Custom Lawn Sprinklers
Ottawa
04.2023 - 07.2024
- Diagnosed and repaired irrigation systems, performed preventive maintenance and sold system upgrades.
- Assisted with the efficient install of residential and commercial irrigation systems.
- Assisted customers in fully understanding their system.
Service Technician
Blue Jay Irrigation
London
04.2021 - 07.2022
- Serviced and maintained irrigation systems across commercial and some residential sites, diagnosing technical issues and implementing repair solutions.
- Troubleshot complex irrigation system malfunctions, developing cost-effective solutions while maintaining high customer satisfaction.
- Worked with the installation team on many of their residential and commercial installations.
Education
Advanced Diploma - Business Administration - Finance
Algonquin College
Ottawa, ONSkills
- Technical Troubleshooting
- Team Collaboration
- Problem Solving
- Customer Service
- Time Management
- Attention to Detail
Timeline
Financial Services Representative
CIBC
09.2025 - Current
Client Service Representative
CIBC
04.2025 - 09.2025
Produce Clerk
Food Basics
10.2023 - 08.2025
Service Technician
Yates Custom Lawn Sprinklers
04.2023 - 07.2024
Service Technician
Blue Jay Irrigation
04.2021 - 07.2022
Advanced Diploma - Business Administration - Finance
Algonquin College