Velina Iroldi
About Velina Iroldi
Velina Iroldi is a Senior Financial Services Representative at CIBC in Toronto, Ontario, Canada, with extensive experience in customer service and financial planning.
Title
Velina Iroldi is a Senior Financial Services Representative currently working at CIBC in Toronto, Ontario, Canada.
Experience at CIBC
Velina Iroldi joined CIBC in 2015 as a Customer Service Representative and has progressed through various roles. She served as Head Customer Service before advancing to Senior Customer Service Representative. She worked as a Financial Services Representative from 2018 to 2021. Since 2021, she has held the position of Senior Financial Services Representative.
Previous Roles in Finance
Before her extensive tenure at CIBC, Velina Iroldi worked at EZCORP as a Financial Services Representative from 2014 to 2015. During her 11 months at EZCORP, she honed her skills in providing financial services to clients in the Toronto area.
Education and Expertise
Velina Iroldi studied Business Administration, Marketing at George Brown College, where she received both an advanced college diploma and a college diploma. Her education from 2012 to 2015 provided a strong foundation for her career in financial services.
Client Engagement Strategies
Velina Iroldi is known for proactively reaching out to clients to ensure their financial needs are met, especially during challenging times like the pandemic. She uses digital resources provided by CIBC to enhance client engagement and simplify financial planning processes.
Focus on Financial Literacy
Velina places a strong emphasis on financial literacy, communicating complex financial concepts in simple language to help clients manage their finances effectively. She covers a wide range of services, including day-to-day banking, investment planning, lending, power of attorney, and estate planning.
Collaborative Financial Solutions
Working closely with mortgage advisors and investment consultants, Velina Iroldi provides holistic financial solutions to clients. She specializes in identifying and referring clients to appropriate banking segments to uncover financial opportunities.