Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

Celia Greeman

Cathedral City,CA

Summary

Delivered exceptional customer service and ensured compliance with financial regulations to exceed sales targets consistently.

Overview

16
16
years of professional experience

Work History

Client Accounting Associate

Aprio
01.2023 - Current
  • Executed bookkeeping and transaction processing, encompassing accounts payable, accounts receivable, payroll, and expense reconciliation.
  • Oversaw maintenance of accurate general ledgers and ensured precise data entry for financial integrity.
  • Executed preparation and review of financial statements, including balance sheets, income statements, and cash flow statements.
  • Administered payroll processing, calculated taxes, and ensured compliance with regulatory requirements.

Relationship Banker

Chase Bank
05.2017 - 04.2022
  • Achieved aggressive sales goals by selling financial products (credit cards, CDs, IRAs, loans) and recognizing cross-sell opportunities.
  • Opened deposit accounts, processed loan applications, and provided high-quality customer service to address inquiries and concerns.
  • Conducted daily/weekly sales reporting and balanced financial transactions (deposits, withdrawals, loan payments) with accuracy.
  • Interviewed clients for consumer loans/credit lines, quoted rates and terms, and referred opportunities to team members.
  • Led and motivated teams to meet sales objectives while ensuring positive customer interactions.

Financial Service Representative

Horizon Credit Union
10.2015 - 04.2017
  • Built rapport with members, cross-sold financial products, and booked loans by analyzing debt-to-income and capacity ratios.
  • Opened depository accounts, business accounts, IRAs, and CDs, and provided tools for online banking and bill pay access.
  • Conducted audits of float drawers, balanced cash/checks daily, and managed branch opening/closing procedures.
  • Referred members to mortgage and financial advisory services, enhancing overall client satisfaction.

Personal Banker

Chase Bank
03.2013 - 07.2015
  • Delivered excellent customer service while opening accounts, processing loan applications, and setting up digital banking solutions.
  • Handled financial transactions (deposits, withdrawals, payments) and balanced daily, maintaining a positive client experience.
  • Identified cross-sell opportunities and referred clients to financial advisors and mortgage specialists.
  • Ensured compliance with branch policies and procedures during opening/closing and documentation security.

Assistant Manager

Quik Cash
07.2009 - 03.2013
  • Approved short-term loan applications, managed Western Union services, and processed check cashing with accuracy.
  • Built rapport with repeat customers, audited files for compliance, and prepared documentation for small claims court.
  • Ordered funds, made bank deposits, tracked expenses, and ensured branch operations ran smoothly.

Education

High School Diploma -

Amistad High School
Indio, CA

Skills

  • Assisted with bookkeeping tasks to maintain accurarcy
  • Facilitated effective communication among team members
  • Assisted in resolving customer issues through active listening and problem-solving
  • Delivered high-quality customer service to enhance client satisfaction

Languages

Conversational Spanish

Accomplishments

  • Consistently exceeded sales targets and company expectations across multiple roles.

Timeline

Client Accounting Associate

Aprio
01.2023 - Current

Relationship Banker

Chase Bank
05.2017 - 04.2022

Financial Service Representative

Horizon Credit Union
10.2015 - 04.2017

Personal Banker

Chase Bank
03.2013 - 07.2015

Assistant Manager

Quik Cash
07.2009 - 03.2013

High School Diploma -

Amistad High School
Celia Greeman