Summary
Overview
Work History
Education
Skills
Timeline
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Brandon Tull

Ajax,ON

Summary

Organized Administrative Professional experienced in office operations, client coordination, and compliance within banking and insurance environments. Delivered tailored financial solutions by analyzing client needs, enhancing satisfaction and loyalty through effective communication and timely support. Managed records and utilized digital banking tools to improve operational efficiency and ensure smooth daily operations.

Overview

11
11
years of professional experience

Work History

Client Advisor

Royal Bank of Canada
Ajax, ON
06.2026 - Current
  • Delivered comprehensive financial advice on investment options and banking services, enhancing client decision-making.
  • Guided clients through complex banking products and services, ensuring clarity and confidence in their choices.
  • Analyzed client needs to develop tailored solutions, fostering client satisfaction and loyalty.
  • Built strong relationships with clients through personalized service and regular follow-ups.
  • Educated clients on digital banking tools for streamlined account management and transactions.

Insurance Advisor

TD Insurance
Markham, Ontario
05.2025 - 07.2025
  • Responded to customer inquiries via phone, email, and chat, ensuring timely communication and support.
  • Addressed customer inquiries through phone, email, and chat to provide assistance.
  • Resolved issues and followed up to ensure client satisfaction.
  • Resolved customer issues and conducted follow-ups to confirm client satisfaction and retention.
  • Ensured adherence to company procedures, contributing to overall operational integrity.

Client Engagement Associate

Mackenzie Investments
Toronto, Ontario
08.2024 - 11.2024
  • Managed client accounts, facilitated onboarding, and updated profiles to enhance client experience.
  • Coordinated efforts across sales, marketing, and support teams to ensure seamless client engagement.
  • Conducted follow-ups to strengthen client relationships and improve retention rates.
  • Maintained accurate financial and client records.
  • Prepared reports and assisted with administrative support.

Operations Officer

Royal Bank of Canada
Toronto, Ontario
05.2021 - 02.2024
  • Processed mortgage and loan documentation to ensure timely approvals.
  • Followed compliance and Anti-Money Laundering guidelines.
  • Organized and maintained files for efficient access and tracked application progress.
  • Trained new staff on operational procedures, enhancing team competency.
  • Reviewed and prepared mortgage and loan documentation for submission.

Sales Associate

Footlocker
Toronto, Ontario
11.2020 - 03.2021
  • Assisted customers with transactions to ensure a smooth purchasing experience.
  • Responded to incoming calls to assist customers with inquiries. and addressed store inquiries to enhance customer service.
  • Facilitated daily operations by collaborating with team members to ensure smooth workflow.
  • Answered phones and handled store inquiries.
  • Contributed to daily operations by collaborating with team members. and teamwork.

Deputing Returning Officer (Summer Position)

Elections Ontario
Toronto, Ontario
07.2019 - 08.2019
  • Coordinated polling station operations to ensure smooth electoral processes.
  • Managed staff time sheets and reporting, facilitating accurate payroll and resource allocation.
  • Maintained records and election materials, supporting compliance with election regulations.
  • Organized and updated election records and materials to ensure compliance with regulations.
  • Oversaw completion of staff time sheets and reporting to facilitate payroll processing.

Professional Basketball Player (Spain)

Globalcaja Quintanar
08.2018 - 05.2019

• Functioned as Team Captain, leading execution of game plans by a multilingual team.

• Guided younger athletes in skill development during training sessions.

• Analyzed game footage to identify strengths and weaknesses in team play.

• Partnered with coaches to enhance training programs, contributing to overall team performance.

• Mentored younger athletes.

Account Service Agent

Royal Bank of Canada
Toronto, Ontario
05.2015 - 07.2018
  • Developed strategies to improve customer satisfaction ratings.
  • Maintained client records to ensure accuracy and compliance.
  • Responded to customer inquiries, resolving issues to enhance client experience.
  • Supported team workflows and service delivery.
  • Developed strategies that increased customer satisfaction ratings.

Education

Bachelor of Arts - Sociology

University of Regina
Regina, SK

Skills

  • Client Communication
  • Customer Service
  • Compliance & Accuracy
  • Financial products
  • Financial planning
  • Portfolio management
  • Data reporting
  • Office & CRM
  • Records management
  • Office Administration
  • Scheduling & Coordination
  • Workflow Organization
  • Team Support
  • CRM systems

Timeline

Client Advisor

Royal Bank of Canada
06.2026 - Current

Insurance Advisor

TD Insurance
05.2025 - 07.2025

Client Engagement Associate

Mackenzie Investments
08.2024 - 11.2024

Operations Officer

Royal Bank of Canada
05.2021 - 02.2024

Sales Associate

Footlocker
11.2020 - 03.2021

Deputing Returning Officer (Summer Position)

Elections Ontario
07.2019 - 08.2019

Professional Basketball Player (Spain)

Globalcaja Quintanar
08.2018 - 05.2019

Account Service Agent

Royal Bank of Canada
05.2015 - 07.2018

Bachelor of Arts - Sociology

University of Regina
Brandon Tull