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Senior Financial Services Representative: Small Business & Investments

Other Services

I have over seven years of experience in the banking industry, and over ten years in providing quality customer service and care. I have been consistently recognized for being proactive and my leadership skills, ability to share my knowledge and best practices with others, train and motivate my fellow colleagues in order to achieve outstanding customer service and exceed sales objectives. My ability to prioritize, collaborate with partners, think outside of the box, negotiate and put solid plans in action helped me to deliver superior results. I particularly enjoy creating strong and long lasting relationships with my partners and clients through understanding their needs and adjusting proposed solutions based on an ever changing marketplace.


-	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


-	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


Financial Services Representative

-	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


Outbound Financial Services Representative, ABAY Support leader

?	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


Senior Career Ambassador - Volunteer

-	Assisted in recruiting  and training new associates 
-	Promoted the company vision and ensure associates’ understanding of company policies 


Barista, Shift Lead

Find out detailed information about Olena Colombo, Senior Financial Services Representative: Small Business & Investments in Brossard, QC

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

Olena Colombo