Joseph Forgione
King City,ON
Summary
Motivated professional eager to embrace new challenges. Demonstrates a strong work ethic and adaptability, excelling in dynamic environments. Proven ability to work independently and rapidly acquire new skills. Reliable professional with background in financial transactions, known for high productivity and efficient task completion. Possess key specialized skills in cash handling, customer service, and fraud detection which contribute to maintaining accuracy and promoting client trust. Excel in communication, problem-solving, and time management, ensuring seamless operations and positive customer experiences.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Services Intern
TD
Toronto, ontario
05.2025 - 08.2027
- Supported branch staff in processing customer transactions and resolving account inquiries.
- Assisted with digital banking education, guiding clients through mobile, ATM, and online banking tools.
- Shadowed senior advisors to gain exposure to investment, credit, and lending solutions.
- Improved branch efficiency by documenting process gaps and suggesting operational improvements
Retail Banking Intern
Scotiabank
Toronto, Ontario
05.2025 - 08.2027
- Conducted client onboarding sessions, helping to open accounts and explain everyday banking solutions.
- Delivered personalized advice on savings plans, and guided customers toward appropriate specialists.
- Prepared and reviewed documentation to ensure compliance with policies and regulations.
- Enhanced digital adoption by teaching customers about mobile deposits, online transfers, and e-statements.
Customer Experience Intern
RBC
Toronto, Ontario
05.2025 - 08.2026
- Supported day-to-day branch operations including cash transactions, account inquiries, and service escalations.
- Participated in a digital banking campaign that increased mobile app adoption by 18% at the branch.
- Collaborated with colleagues to improve customer wait-time tracking, reducing average queue times by 12%.
Produce clerk
Grecos
Richmond Hill, Ontario
04.2024 - 06.2026
- Managed produce inventory to ensure freshness and quality standards.
- Assisted customers with selecting fruits and vegetables for optimal satisfaction.
- Organized displays to enhance product visibility and accessibility for shoppers.
- Collaborated with team members to restock shelves efficiently during peak hours.
Education
BBA - Business Management
Toronto Metropolitan University
Toronto04-2029
Skills
- Customer Relationship Management
- Cash Handling & Compliance
- Financial Advising Support
- Digital Banking Education
- Time Management & Organization
- Communication (Verbal & Written)
- Sales & Referral Skills
- Problem Solving & Conflict Resolution
Certification
- Investment Funds in Canada (IFC), Canadian Securities Institute – 2028
- TD Customer Experience Excellence Training – 2028
- Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) & TD Banking Systems
Volunteer Experience
Junior Achievement of Central Ontario – Volunteer Financial Literacy Mentor
2026 – 2028
Timeline
Client Services Intern
TD
05.2025 - 08.2027
Retail Banking Intern
Scotiabank
05.2025 - 08.2027
Customer Experience Intern
RBC
05.2025 - 08.2026
Produce clerk
Grecos
04.2024 - 06.2026
BBA - Business Management
Toronto Metropolitan University