Marwan Saad
Burlington,ON
Summary
Experienced banking professional with over a year in the financial services industry. Recognized for delivering excellent customer service, managing transactions accurately, and exceeding goals. Skilled in understanding and addressing customer needs and providing tailored financial solutions. Holds a mutual fund license seeking to leverage my skills to advance in the banking industry, with the focus on helping clients achieve their financial goals and contributing to the success of a progressive financial institution.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Customer Service Representative
CIBC
Milton, Ontario
08.2023 - Current
- Developed strong relationships with customers to ensure repeat business.
- Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Achieved high Net Promoter Scores (NPS) through client surveys, reflecting excellent customer satisfaction and loyalty.
- Trained new tellers on bank procedures, customer service standards, and transaction processing.
Sales Employee
Nike
Kitchener, ON
01.2021 - 07.2021
- Responsible for creating a sales environment that enhances the buying experience
- Ensured that all customers receive excellent service through direct salesmanship and courteous service
- Cultivating successful relationships with retail customers
- Good understanding of specialized banking tasks such as preparing cashier's checks and exchanging foreign currency.
Financial Sales Representative
PC Financial
Burlington, ON
01.2023
- Successfully drove sales and met monthly targets for financial products and services, including credit cards and investment products
- Build and maintain relationships with customers to understand their financial needs
- Provided exceptional customer service by promptly addressing inquiries and ensuring a positive customer experience
- Actively participated in sales training programs and shared best practices with colleagues to enhance team.
Education
Bachelor of Arts - International Development Studies, Economics
University of Guelph
Guelph, ONSkills
- Customer Relationship Management
- Multitasking and Organization
- Communication
- Customer Service
- Team Collaboration
- Cash Handling
- Fraud Detection
- Banking regulations
Certification
- Mutual Funds License
Timeline
Customer Service Representative
CIBC
08.2023 - Current
Financial Sales Representative
PC Financial
01.2023
Sales Employee
Nike
01.2021 - 07.2021
Bachelor of Arts - International Development Studies, Economics
University of Guelph
Similar Profiles
Rita DeFazioRita DeFazio
CSR at CIBCCSR at CIBC
PREETHU NANJAPPAPREETHU NANJAPPA
Contact Center Representative at CIBCContact Center Representative at CIBC
Nidhi ParikhNidhi Parikh
Universal Banker/FSR at CIBCUniversal Banker/FSR at CIBC
Kevin ChangKevin Chang
FINANCIAL SERVICE REPRESENTATIVE at CIBCFINANCIAL SERVICE REPRESENTATIVE at CIBC
VITALIY YAREMCHUKVITALIY YAREMCHUK
Appliance Installer at Self EmployedAppliance Installer at Self Employed