Shehab Sayed
10 Brentwood Common NW, Calgary,AB
Summary
Emerging financial services professional with a solid foundation in member service, financial advice, and banking operations. Although new to the industry, I bring a strong drive, passion for learning, and hands-on experience in delivering personalized financial solutions and building client relationships. Skilled in managing financial transactions, daily operations, and providing excellent customer service. Known for strong communication, attention to detail, and a proactive approach, I am eager to grow within the financial services field and contribute to clients' financial success while developing my career.
Overview
1
1
year of professional experience
Work History
Member Service Advisor
Servus Credit Union
10.2022 - 09.2023
- Reported to Branch Manager, was solely responsible for the operational side of the financial institution, while maintaining all responsibilities included in my previous MSR position
- Took part in successfully opening a brand-new financial institution branch
- Reported daily Treasury & ATM Blotters, and General Ledger Reconciliations
- Built and maintained an organized filing system
- Identified, solicited, and closed sales opportunities
- Built member confidence, loyalty, and trust through the delivery of superior personalized service
- Coordinated closely with other departments to address cross-functional issues affecting member satisfaction or account status.
- Collaborated with team members to achieve departmental targets and maintain high-quality service standards.
Member Service Representative
Servus Credit Union
06.2022 - 10.2022
- Reported to the Mobile Support Manager, was assisting several branches throughout Calgary with client/member service and cash handling
- Assisted members with cash/cheque deposits & withdrawals, bill payments, mortgage payments, loan payouts, etc
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Identified opportunities to promote Credit Union products and services - referring them to appropriate team members and external partners as required
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
BBA - Financial Services
Southern Alberta Institute of Technology (SAIT)
Calgary, AB08.2025
BA Diploma - Financial Services
Southern Alberta Institute of Technology (SAIT)
Calgary, AB04.2023
Skills
- Customer service
- Relationship building
- Account reconciliation
- Dispute resolution
- Product sales
- MS Office & Power BI
- Problem-solving
Designations And Certificates
- Financial Planning 1
- Canadian Securities Course (CSC)
- CSI Investment Funds in Canada (IFC)
- Microsoft Office Specialist: Excel
Timeline
Member Service Advisor
Servus Credit Union
10.2022 - 09.2023
Member Service Representative
Servus Credit Union
06.2022 - 10.2022
BBA - Financial Services
Southern Alberta Institute of Technology (SAIT)
BA Diploma - Financial Services
Southern Alberta Institute of Technology (SAIT)
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