Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
Certification
Timeline
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Rose-lee Young

Rose-lee Young

Port orchard,Wa

Summary

Experienced Relationship Banker with a strong background in banking and finance. Skilled at cultivating positive client relationships, exceeding sales targets, and delivering exceptional customer service. Adept at effectively communicating and connecting with customers to understand their financial needs, goals, and options. Passionate about volunteering and supporting non-profit organizations in their daily operations. Offers a friendly and helpful approach when assisting employees and visitors with service requests. Motivated by a strong sense of purpose and dedicated to making a measurable impact through diligent work.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Relationship Banker

Umpqua Bank
01.2024 - 09.2024
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, and demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.

Money Management Coach III, CCUFC, NMLS

Harborstone Credit Union
09.2021 - 01.2024
  • Top in deposits and new accounts
  • Builds long-lasting trusting relationships with members
  • Business advocate
  • Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
  • Led corporate philanthropy initiatives by coordinating community outreach efforts that positively impacted local communities.

Assistant Store Manager

Janie and Jack
10.2018 - 07.2021
  • Assisted the manager with day to day task
  • Processed payroll bi-weekly when needed
  • Kept up with KPI reports and made necessary changes when numbers were down
  • Merchandised the store for new lines
  • Ensured that the boutique was to company visual standards or better at all times
  • Settled internal disagreements efficiently and without biased

Sales associate (in training for assistant manager)

Fred Meyer Jewelers
03.2015 - 06.2018
  • Met sales goals
  • Completed all courses to better knowledge
  • (Diamond and gemstone council certified)
  • Built dedicated clientele
  • Made top sales at several diamond events where goals were triple those of average days
  • Completed payroll weekly

Sales Lead, Keyholder

White House Black Market
08.2013 - 08.2014
  • Personal stylist with knowledge of current fashion trends
  • Kept store morale high and helped boost sales
  • Visual Merchandising with every new collection (monthly)

Guest services, Supervisor

Food Lion
08.2010 - 06.2013
  • Wrote schedules
  • Handled large sums of daily profits
  • Ensured customers who had issues with service or products happy and satisfied

Education

Double Major - Business, Sociology

Virginia Wesleyan University
10.2024

Associates degree - behavior psychology, anthropology

Anne Arundel Community College
Arnold, MD
02.2013

Skills

  • Problem-solving
  • Relationship building and management
  • Philanthropy
  • Relationships and rapport
  • Cash Flow Management
  • Organized and Efficient
  • Attention to Detail

Accomplishments

  • Achieved client retention by completing callbacks with accuracy and efficiency.
  • Helped clients achieve financial stability through knowledge and empathy.

Awards

  • Graduated college with honors as Summa cum laude
  • Inducted into honor society Phi Theta Kappa

Certification

Certified Credit Union Financial Counselor


Timeline

Relationship Banker

Umpqua Bank
01.2024 - 09.2024

Money Management Coach III, CCUFC, NMLS

Harborstone Credit Union
09.2021 - 01.2024

Assistant Store Manager

Janie and Jack
10.2018 - 07.2021

Sales associate (in training for assistant manager)

Fred Meyer Jewelers
03.2015 - 06.2018

Sales Lead, Keyholder

White House Black Market
08.2013 - 08.2014

Guest services, Supervisor

Food Lion
08.2010 - 06.2013

Associates degree - behavior psychology, anthropology

Anne Arundel Community College

Double Major - Business, Sociology

Virginia Wesleyan University

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Rose-lee Young