Personal Banking Associate
- Perform account openings and closings.- Process applications related to credit products.- Engage in conversations with customers about advice needs and day-to-day banking operations.
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Joey De Santis is listed as Candidate for the practice of the CPA profession | Campus ambassador based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Joey De Santis.
Joey De Santis previously worked as Personal Banking Associate at Td and VP Recruitment at Comité Étudiant Cpa Hec Montréal. Joey De Santis holds Specialized Graduate Diploma, Accounting from Hec Montréal.
I am a third year accounting student at HEC Montreal and I would like to gain experience in accounting to prepare for my career after obtaining my CPA designation. I have currently just completed my first summer internship at KPMG in audit.In addition to my undergraduate studies, several experiences have built who I am. These include the part-time jobs in different settings that I have held since high school. After working as a Customer Experience Associate at TD Bank for a year, I was promoted to Personal Banking Associate. I have also worked as a pharmacy lab technician and as a waiter in a reception hall. These work experiences have prepared me for the reality of the workplace market and have taught me how to interact with customers to build great relationships and provide the best customer service possible. They also taught me to be organized, thorough and resourceful. I have also participated in many school initiatives related to the world of business and have volunteered at HEC Montreal's Tax Clinic. I have always placed great importance on having a good life balance. Thus, I have been playing soccer since I was 4 years old in different school and competitive teams where I was team captain on many occasions, which has allowed me to develop my leadership and teamwork skills.
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- Perform account openings and closings.- Process applications related to credit products.- Engage in conversations with customers about advice needs and day-to-day banking operations.
- Coordinated four CPA Recruitment Cocktails tailored to accounting students from HEC Montréal, ESG-UQAM, UQTR-Longueuil, John Molson, and Desautels-McGill, in partnership with the CPA Order of Quebec to facilitate the search for internship opportunities.- Brought together over 40 firms and attracted more than 1000 guests, providing valuable networking.
- Perform account openings and closings.- Process applications related to credit products.- Engage in conversations with customers about advice needs and day-to-day banking operations.
- Process deposits, withdrawals, transfers and bill payments. - Provide advice related to customers' needs.- Achievement: In recognition of my customer service and advisory skills, promoted to Personal Banking Associate
Activities and Societies: Volunteer at the Tax Clinic, VP Recruitment for HEC Montréal's CPA Committee
Activities and Societies: Stock market simulation participant, Volunteer at open house, School soccer team
Activities and Societies: Captain of school soccer team
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Joey De Santis is listed as Candidate for the practice of the CPA profession | Campus ambassador.
Joey De Santis is based in Canada, Canada, Canada.
Joey De Santis has worked for Td, Comité Étudiant Cpa Hec Montréal, Kpmg Canada, Groupe Jean Coutu, and Riviera Réceptions & Congrès.
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Joey De Santis holds Specialized Graduate Diploma, Accounting from Hec Montréal.
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