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, CASkills
- 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