Celine Milillo
Corinth,KY
Summary
Proven Representative with a track record of enhancing client satisfaction and boosting team performance at Fidelity Investments. Skilled in sales and problem-solving, adept at providing comprehensive financial advice and personalized solutions. Demonstrates adaptability and excellent communication, significantly contributing to continuous professional development and client trust. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level sales position. Ready to help team achieve company goals.
Overview
7
7
years of professional experience
Work History
Financial Representative
Fidelity Investments
08.2022 - Current
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Increased client satisfaction
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Enhanced team performance by sharing industry insights, best practices, and constructive feedback during weekly meetings.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Phlebotomist
St Elizabeth Healthcare Center
01.2020 - 05.2022
- Managed the Covid collection sights in Erlanger, KY, Independence, KY
- Managed the Hebron, KY Covid vaccination site
- Traveled to all local St. Elizabeth Healthcare locations to pick up and fill in for locations that were short
- Maintained a high level of accuracy in labeling and tracking specimens, ensuring proper testing and timely results.
- Established and maintained positive working relationships with patients, staff and clinical personnel
- Packaged and shipped specimens to central lab daily.
- Reviewed patient records for accuracy and completeness.
Financial Representative
Citibank
05.2017 - 05.2022
- Opened additional lines of credit on accounts
- exceeded sales and goal metrics and topped commission
- Assisted customers with questions and inquiries to provide information regarding credit card accounts.
- Met customer call guidelines for service levels, handle time and productivity.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Maintained up-to-date knowledge of product and service changes.
- Conducted successful cold calls to generate new leads and expand the company's client base.
- Participated in regular sales meetings to share insights, best practices, and discuss strategies for driving continuous improvement .
Education
Bachelor of Science - Health Sciences
Northern Kentucky University
Newport, KY05.2024
Skills
- Sales knowledge
- Materials List Verification
- Planning and coordination
- Continuous professional development
- Adaptability and Flexibility
- Problem-solving abilities
- Attention to Detail
- Time Management
- Reliability
- Excellent Communication
- Product and service knowledge
Timeline
Financial Representative
Fidelity Investments
08.2022 - Current
Phlebotomist
St Elizabeth Healthcare Center
01.2020 - 05.2022
Financial Representative
Citibank
05.2017 - 05.2022
Bachelor of Science - Health Sciences
Northern Kentucky University
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