Summary
Overview
Work History
Education
Skills
Volunteer Experience
References
Timeline
Generic

Julian Tatangelo

Summary

I bring a commitment to delivering exceptional customer service through a friendly and welcoming approach. With exceptional interpersonal skills and a keen ability to discover customer needs, I excel in establishing and maintaining positive relationships with both colleagues and clients. Demonstrating a strong personal presentation, I am equipped to navigate the responsibilities of the role with professionalism and enthusiasm. I am capable of handling responsibilities diligently and adapting to dynamic work environments. My willingness to embrace change and tackle diverse tasks underscores my versatility and commitment to contributing effectively to the team. Moreover, my punctuality and flexibility to work evenings, nights, and weekends further highlight my dedication to fulfilling the demands of the position.


I am eager to leverage these qualities and contribute to CMHC's success as a Junior Underwriter Intern, bringing a proactive and adaptable approach to support the team's objectives.

Overview

5
5
years of professional experience

Work History

Client Advisor

RBC
01.2020 - 01.2022
  • Executed a wide range of financial activities, managing deposits, transfers, withdrawals, money orders, and loan requests
  • Proficient in handling and meticulously verifying identifications
  • Promoted to Head Client Advisor within one year, leading a team and overseeing branch activities
  • Upheld elevated customer service and operational excellence standards in a fast-paced, high-volume daily environment
  • Conducted detailed cash counts, ensuring accuracy and compliance with banking procedures
  • Facilitated the ordering and distribution of cash to meet branch requirements
  • Proactively engaged in identifying clients' needs and providing suitable advice and solutions
  • Conducted outbound calls to clients, booking appointments with the Investment and Mortgage teams
  • Recognized and capitalized on opportunities to offer financial advice, enhancing the overall client experience
  • Collaborated with cross-functional teams to streamline processes and improve service delivery
  • Demonstrated exceptional organizational and multitasking skills in a fast-paced banking environment.

Busboy/Server

The National Golf Country Club
01.2019
  • Maintained superior customer service and operational standards in a bustling, high-volume daily environment
  • Undertook responsibilities such as cleaning and resetting tables, carrying dishes to the kitchen, serving items like water, coffee, and bread, and replenishing supplies of linens, tableware, and trays
  • Assisted servers with clearing plates and various aspects of table service.

Cataldi / Fortino's
01.2017 - 01.2020
  • Greeted customers, took food orders, and demonstrated precision in serving and packing food orders, consistently meeting company standards
  • Maintained clear and positive communication with coworkers and management, ensuring compliance with company policies and procedures
  • Provided comprehensive order information to the butcher staff, ensuring special requests by customers were met and actively informed customers of ongoing promotions
  • Followed procedures for safe food preparation, assembly, and presentation and maintaining an orderly and accurate replenishment of meat trays
  • Ensured department cleanliness and readiness for the morning shift after each work period
  • Conducted general cleaning and replenishing duties as required.

Education

Graduated -

OSSD

Bachelor's - Finance

Humber College
01.2024

Skills

  • Friendly and approachable
  • Financial Operations
  • Identifications Verification
  • Fast-paced Environment Management
  • Order Handling and Serving
  • Clear and Positive Communication
  • Compliance with Policies and Procedures
  • Team Collaboration
  • Problem-Solving
  • Customer Service Excellence
  • Courteous and polite
  • Trustworthy
  • Positive attitude
  • Initiative
  • Flexible and Punctual
  • Quick learner

Volunteer Experience

  • SNAPD Vaughan, 2017, 2020, Volunteered for various SNAPD local events
  • Hospice Vaughan, 2015, 2022, Volunteered for the annual hike and fundraising gala. General duties included greeting guests, ushering guests to their tables, and selling raffle tickets., Answered phones, helped organize files, and helped around the office.

References

References available upon request

Timeline

Client Advisor

RBC
01.2020 - 01.2022

Busboy/Server

The National Golf Country Club
01.2019

Cataldi / Fortino's
01.2017 - 01.2020

Graduated -

OSSD

Bachelor's - Finance

Humber College
Julian Tatangelo