Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Affiliations
Timeline
Generic

Jordan Kennedy-Swan

Ajax,ON

Summary

Seeking a position in Finance where I can utilize my education, skills and experience to embrace new challenges and contribute to the continued growth and success of the company.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Customer Service Associate

The Bank of N.T. Butterfield & Son Limited.
Hamilton, Bermuda
06.2022 - 12.2023
  • Perform customer initiated transactions that may include:

1. Account deposits and withdrawals, which may be single or multi-currency and may include cheques

2. Cheque Cashing

3. Inter-account transfers

4. Account inquiries

5. Credit Card Payments

6. Foreign Currency Purchases

7. Wire Payments & Domestic Payments

  • Maintained an understanding of the policies and procedures relating to customer services, anti-money laundering and basic account operations.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
  • Maintained confidentiality of bank records, transactions and customer information.
  • Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Performed cash handling duties including counting currency, coins and checks.
  • Balanced teller drawers regularly throughout the day according to established procedures.
  • Educated customers about different types of banking services available at the branch.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Welcomed customers and offered pleasant service during entire transaction.
  • Adhered to financial services security and audit procedures.
  • Learned and implemented new banking system. Successfully trained other employees on new banking system

Meat Department Clerk

Loblaws
Ottawa, ON
09.2018 - 12.2020
  • Prepared and attractively displayed meat cuts and products in the display counter
  • Assisted customers in English & French with product information
  • Weighed, priced and packaged meat products for customers with timely coordination
  • Raw meat preparation, packing, storing & inventory replenishment
  • Maintained a clean, organized, and safe working environment
  • Managed stock levels, rotating products in freezer and on counter using FIFO
  • Maintained high level of service excellence

Education

Honors Bachelor of Commerce - Finance

Telfer School of Management - University of Ottawa
Ottawa, ON
05.2022

Skills

  • Critical thinking skills
  • Organization skills
  • Strong mathematic skills
  • Customer Service skills
  • Research skills
  • Collaboration skills
  • Analytical skills
  • Presentation skills
  • Strong written capabilities
  • Proficient with Microsoft Office Suite (Word, Excel, PowerPoint)
  • Ability to synthesize information

Accomplishments

  • Received Customer Service Associate of the month for March, April, May & June of 2023

Certification

  • Bloomberg Certification

Languages

English
Native/ Bilingual
French
Full Professional

Affiliations

  • Looking further to complete CFA Charter. Currently enrolled to take Level I exam May 2023

Timeline

Customer Service Associate

The Bank of N.T. Butterfield & Son Limited.
06.2022 - 12.2023

Meat Department Clerk

Loblaws
09.2018 - 12.2020

Honors Bachelor of Commerce - Finance

Telfer School of Management - University of Ottawa
Jordan Kennedy-Swan