Julieta Stoycheva

Experience

• 

  UniCredit Bulbank

  Aug 1993 - Mar 2008

  Accountant, Assistant Branch Manager, Financial Advisor
• 

  H & R Block Canada Inc.

  Jan 2010 - Jul 2010

  Tax Professional

   Prepare Tax Returns – Single and Couple returns Students Seniors Federal and Provincial forms Rental income Employment expenses Capital gains I Northern residency etc. Offer legal advice and suggestions connected with optimization customers’ tax liabilities Answer the questions of clients concerning the tax preparation Communicate with Canada Revenue Agency – Represent a client

• 

  CIBC

  Jun 2010 - now

  Managing FSA Team, CIBC Imperial Service, Edmonton Rural South Market [] 99% rating on People Manager's survey in 2019[] Nomination for Quarterly Achievers Award in 2019 [] Quarterly Achievers Award in Jan 2018[] 98% rating on People Manager's survey in 2018  Annual Awards of Excellence for 2014, 2015  “Exceptional” rating for personal performance in 2015 Nominated for Quarterly and Annual Achievers Awards in 2013, 2014, 2015 and 2016 Recipient of Achievers Awards in 2014, 2015 and 2016  Provide excellent client service and respond to all inquiries efficiently – 100% on a mystery shop Mentor for new CSR’s and support after the training period

  • Manager Advisor Support

    Oct 2023 - now

  • Manager Client Advice

    Jun 2022 - Oct 2023

  • Manager Client Advice

    Nov 2018 - Jul 2022

  • Manager Client Experience

    Apr 2017 - Oct 2018

  • Financial Service Associate - Imperial Service

    Feb 2012 - Apr 2017

  • Customer Service Representative

    Jun 2010 - Feb 2012