Davidlizza

Credit Specialist

Feb 2026 - Jun 2026 • 4 mos

As a Credit Specialist at Scotiabank, I evaluated and processed consumer credit applications while ensuring compliance with internal policies and banking regulations. I worked with customers and internal teams to verify information, assess eligibility, and support the credit approval process with accuracy and efficiency. My responsibilities included reviewing credit applications, verifying financial and personal information, analyzing documentation, communicating decisions, resolving application issues, and providing outstanding customer support throughout the process. I consistently managed multiple cases while maintaining high attention to detail and meeting productivity and quality standards. This role strengthened my analytical thinking, decision-making, communication, problem-solving, and organizational skills. It also enhanced my ability to work under pressure, handle confidential information responsibly, and deliver a professional customer experience in a fast-paced financial environment.

Customer E-care Advisor

May 2025 - Feb 2026 • 9 mos

As an ECX Email & Live Chat Specialist at Scotiabank, I provided professional customer support through email and live chat, assisting clients with account inquiries, online banking, application status, and general banking services. I managed multiple conversations simultaneously while delivering accurate, timely, and customer-focused solutions. My responsibilities included resolving complex inquiries, documenting interactions, escalating cases when necessary, and maintaining high service quality standards. This role strengthened my written communication, attention to detail, multitasking, problem-solving, and time management skills. It also enhanced my ability to provide an excellent customer experience while working efficiently with CRM systems and internal banking tools in a fast-paced environment.

Customer Service Advisor

Mar 2024 - May 2025 • 1 yr 2 mos

As a Customer Service Agent at Scotiabank, I provided professional support to customers through inbound and outbound calls while delivering exceptional service in a fast-paced banking environment. My responsibilities included customer service, cold calling, appointment scheduling, sales conversations, account assistance, application verification, email support, and resolving customer inquiries efficiently. I also managed multiple tasks simultaneously, maintained accurate records, and worked with CRM systems to ensure smooth customer interactions. This role strengthened my communication, active listening, problem-solving, and relationship-building skills while helping customers make informed decisions about banking products and services. Working in a high-performance environment taught me how to handle objections, build trust, meet quality standards, and deliver a positive customer experience. The experience I gained at Scotiabank allows me to confidently support businesses with Cold Calling, Appointment Setting, Lead Generation, Sales Support, Customer Service, and Virtual Assistance while maintaining professionalism, organization, and attention to detail.