Deep Patel
Client Service Specialist @Scotiabank
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WORK HISTORY
Client Service Specialist @Scotiabank
Langley, BC, CA
EDUCATION
Simon Fraser University
Bachelor's degree, Economics
ABOUT DEEP PATEL
As a Financial Advisor at Scotiabank, I provide an advice-based approach to financial solutions for an assigned book of business. I educate customers, offer investment and insurance products, and increase assets under management by leveraging partnerships across the bank.I am a recent graduate from Simon Fraser University with a majors in Economics, and a minors in Business Administration where I also received a Dean\'s Honour Roll in fall 2021. I have a strong interest in financial analysis and geo-politics, and I excel in collaborative groups to solve financial problems.Previously, I worked as a Sales Development Manager at Coca-Cola Canada Bottling Limited, where I played an active role in developing a customized business plan for both large and small store channels. I sold promotional plans, executed annual agreements, and performed accounting and reconciliation tasks.I have developed core competencies in customer relationship management, investments, mortgages, attention to detail, and debt and credit analysis. I am motivated to use my interpersonal and statistical skills to move towards an analyst role and contribute to the bank\'s goals and strategies.
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