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

Olena Colombo

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Senior Financial Services Representative: Small Business & Investments
Brossard | CA
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Finance
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Work experience
Image CIBC

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
Image CIBC

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
Image CIBC

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
Image Career Management Services, JMSB, Concordia University

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
Image Starbucks

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
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