Client Experience Supervisor
Current
Sep 2020 - Present
AeroLeads people directory · profile
Mateo Abad Email & Phone Number
Client Experience Supervisor at Tangerine
at
Tangerine
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Client Experience Supervisor at Tangerine
Location
Mississauga, Ontario, Canada
Company size
Who is Mateo Abad? Overview
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Quick answer
Mateo Abad is listed as Client Experience Supervisor at Tangerine at Tangerine, a with 1274 employees, based in Mississauga, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Mateo Abad.
Mateo Abad previously worked as Client Experience Supervisor at Tangerine and Investment funds advisor at Tangerine. Mateo Abad holds Ontario College Advanced Diploma - Honors, Business Administration And Finance, 3.6 from Sheridan College.
Company email context
Email format at Tangerine
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Tangerine
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Profile bio
About Mateo Abad
Motivated Client Experience Supervisor with a demonstrated work experience in the banking industry. Specializing in client experience, investment advice, process improvements, team motivation and training.
Listed skills include Credit, Financial Analysis, Customer Service, Team Leadership, and 4 others.
Current workplace
Mateo Abad's current company
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Tangerine
6 roles
Mateo Abad work experience
A career timeline built from the work history available for this profile.
Investment Funds Advisor
Educated Clients on the fundamentals of our products with the intention of raising their overall investor awarenessEnabled Clients to take control of their finances by providing them with a tailored portfolio solution based on their investment needs and objectivesAssisted Clients with maintaining their accounts by executing trade orders,and ensuring documentation is up to date and completePerformed portfolio analysis for clients using Tangerine’s MER analytical tool to compare annualized returns of third-party funds in comparison to Tangerine portfoliosAssessed clients' financial situation and fit for Tangerine's portfolios by using due diligence and applying the KYC (Know Your Client) principle
Nov 2016 - Sep 2020
Credit Card Specialist
o Provided superior client experience.o Educate client about the credit card and also all deposit products.o Always looking to improve processes within the team.o Assist operations department with Y-jacking to explain credit card processes.
Sep 2015 - Nov 2016
Savings Specialist
o Provided superior client experience.o Meet and exceeded individual and team sales objectives to benefit Tangerine.o Able to resolve issues on first point contact to improve client experience. o Able listen and establish a rapport to provide tailored advice for clients.o Add value to the customer experience by promoting and offering products offered by Tangerine.
Jan 2015 - Sep 2015
Invest By Phone (Ibp) Representative
o Provided tailored investment recommendations o assisted outbound line in acquisition and retention campaigns o assisted inbound line to help clients with investment inquiries o Demonstrated effective discovery abilities to identify client needs o Contributed to team sales targets in a team environment o Provided superior client experience
Dec 2013 - Nov 2014
Sales And Service Representative
o Provide first point of contact resolution to client’s concerns. o Talent to listen, establish a rapport and provide tailored advice for clients. o Work in a team to achieve targets and positive outcomes for customers and RBC.o Assisted Clients with credit card concerns/inquiries Using TS2 system.o Assisted with coaching new staff members. o Provided superior client experience
Jun 2012 - Dec 2013
Team & coworkers
Colleagues at Tangerine
Other employees you can reach at tangerine.ca. View company contacts for 1274 employees →
RE
Rasika Endley
Colleague at TangerineToronto, Ontario, Canada
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RO
Rachna Ohri
Colleague at TangerineMoncton, New Brunswick, Canada
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JE
John Evans
Colleague at TangerineToronto, Ontario, Canada
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RS
Rhonda Solomon
Colleague at TangerineNewmarket, Ontario, Canada
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GM
Gouri Medavaram
Colleague at TangerineCanada
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DM
Darien Mohammed
Colleague at TangerineCanada
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BC
Brandon Chan
Colleague at TangerineGreater Toronto Area, Canada
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LO
Lilian Oyedele
Colleague at TangerineGreater Toronto Area, Canada
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JT
Joshua Taye Ishola
Colleague at TangerineLagos Mainland, Lagos State, Nigeria
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ER
Elvira Remo
Colleague at TangerineMarkham, Ontario, Canada
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Rasika Endley
Colleague at TangerineToronto, Ontario, Canada
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RO
Rachna Ohri
Colleague at TangerineMoncton, New Brunswick, Canada
View →
JE
John Evans
Colleague at TangerineToronto, Ontario, Canada
View →
RS
Rhonda Solomon
Colleague at TangerineNewmarket, Ontario, Canada
View →
GM
Gouri Medavaram
Colleague at TangerineCanada
View →
DM
Darien Mohammed
Colleague at TangerineCanada
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BC
Brandon Chan
Colleague at TangerineGreater Toronto Area, Canada
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LO
Lilian Oyedele
Colleague at TangerineGreater Toronto Area, Canada
View →
JT
Joshua Taye Ishola
Colleague at TangerineLagos Mainland, Lagos State, Nigeria
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ER
Elvira Remo
Colleague at TangerineMarkham, Ontario, Canada
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3 education records
Mateo Abad education
Ontario College Advanced Diploma - Honors, Business Administration And Finance, 3.6
Investment Funds In Canada (Ific), Investments And Securities
Canadian Securities Institute
Canadian Securities Course Certificate (Csc), Investments And Securities
Canadian Securities Institute
FAQ
Frequently asked questions about Mateo Abad
Quick answers generated from the profile data available on this page.
What company does Mateo Abad work for?
Mateo Abad works for Tangerine.
What is Mateo Abad's role at Tangerine?
Mateo Abad is listed as Client Experience Supervisor at Tangerine at Tangerine.
Where is Mateo Abad based?
Mateo Abad is based in Mississauga, Ontario, Canada while working with Tangerine.
What companies has Mateo Abad worked for?
Mateo Abad has worked for Tangerine and Rbc.
Who are Mateo Abad's colleagues at Tangerine?
Mateo Abad's colleagues at Tangerine include Rasika Endley, Rachna Ohri, John Evans, Rhonda Solomon, and Gouri Medavaram.
How can I contact Mateo Abad?
You can use AeroLeads to view verified contact signals for Mateo Abad at Tangerine, including work email, phone, and LinkedIn data when available.
What schools did Mateo Abad attend?
Mateo Abad holds Ontario College Advanced Diploma - Honors, Business Administration And Finance, 3.6 from Sheridan College.
What skills is Mateo Abad known for?
Mateo Abad is listed with skills including Credit, Financial Analysis, Customer Service, Team Leadership, Financial Modeling, Financial Planning, Banking, and Microsoft Office.
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