Olena Colombo: Senior Financial Services Representative: Small Business & Investments in Brossard, QC
Olena Colombo

Senior Financial Services Representative: Small Business & Investments
Brossard | CA
Skills
No information
Interests
Finance
Fitness
Photography
Lifestyle
Health
Charity/fundraising
Industries
Lifestyle
Run
Yoga
Health & Fitness
Summary
Activity
Projects
No information
Work experience
CIBC
Senior Financial Services Representative: Small Business & Investments | 12/2013 - Current
- Quartely Achievers Award (2015)
- Top 10 in Investments & Secured Lending
- Business and Personal banking
- Act as Branch Manager during his absence, motivate and train existing and new employees
- Proven ability to work under pressure and with tight deadlines
- Examine and analyze financial statements and exercise due diligence
CIBC
Financial Services Representative | 05/2010 - 12/2013
- Ranked Top 20 in RRSP/investment campaign in Quebec region
- Nominated for the Achievers Award for February 2011
- Excelled in Mutual Fund sales
- Provided clients with outstanding service while exceeding branch sales objectives
- Provide clients with solid credit (secured & unsecured) and investment advice
- Plan short-term and long-term cash flows for clients
- Proactively call and book appointments to ensure clients needs are met
CIBC
Outbound Financial Services Representative, ABAY Support leader | 05/2008 - 05/2010
- Delivered effective team presentations
- Created Team Building activities on a regular basis
- Assisted new agents on the phone and delivered effective coaching
- Improved business processes to increase agents' productivity and profitability
- Sales Champion, Motivational Champ, Productivity Champ
- Book Club founder and leader
- Achievements: Excel Awards, Achievers Award, MVP award, Customer Compliments
- Proactively contacted clients to ensure their financial needs were met
Career Management Services, JMSB, Concordia University
Senior Career Ambassador - Volunteer | 09/2007 - 05/2010
? Generated enthusiasm among students about the CMS and all career-related events
? Delivered presentations to JMSB students about CMS special events and activities
? Assisted and provided with advise new Career Ambassadors
? Supported HR personnel from visiting companies during presentations
Starbucks
Barista, Shift Lead | 10/2007 - 05/2008
- Assisted in recruiting and training new associates
- Promoted the company vision and ensure associates’ understanding of company policies
Education history
Concordia University
BComm | 2006 - 2011
Connections
Companies (0)
No information