Celeste Lee
Finance/ Banking Professional
San Ramon ,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Consultant I
UNCLE Credit Union
07.2022 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Personal Account Officer
Provident Credit Union
03.2015 - 11.2021
- Responded to requests for information and resolved issues quickly.
- Maintained tough quality standards to optimize delivery of customer/ client satisfaction.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
Education
No Degree - Business Administration
Alameda City College
Alameda, CAHigh School Diploma -
Fremont High School
Oakland, CA06.2008
Skills
- Financial Consulting Advice
- Loans
- Banking
- Cash Handling
- Financial Services
- Insurance Sales
- Sales Expertise
- Business Development
- Financial Advising
- Relationship Building and Management
- Financial Planning
Certification
- Notary License
Languages
Mien
Native or Bilingual
Timeline
Financial Consultant I
UNCLE Credit Union
07.2022 - Current
Personal Account Officer
Provident Credit Union
03.2015 - 11.2021
No Degree - Business Administration
Alameda City College
High School Diploma -
Fremont High School
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