ROSE-LEE YOUNG
Port Orchard,WA
Summary
Dedicated and results-driven Relationship Banker with a strong foundation in banking and finance. Proven expertise in cultivating long-term client relationships, consistently exceeding sales targets, and delivering personalized customer service. Skilled at assessing financial needs, providing tailored solutions, and ensuring client satisfaction. Passionate about philanthropy and volunteering, demonstrated through a history of supporting non-profit organizations and community outreach programs. Organized, efficient, and committed to making a measurable impact.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Relationship Banker
Umpqua Bank
01.2024 - 09.2024
- Delivered outstanding customer satisfaction, promptly resolving concerns with professionalism and empathy
- Strengthened client relationships by offering customized banking solutions, resulting in increased client retention and satisfaction
- Provided expert advice on banking products and services, maintaining current knowledge of industry trends
- Expanded client base through effective networking and referral strategies, driving business growth
- Assisted customers in reaching financial goals by recommending tailored products and services.
Money Management Coach III, CCUFC, NMLS
Harborstone Credit Union
09.2021 - 01.2024
- Guided clients toward financial stability through personalized coaching and educational programs
- Fostered a positive, non-judgmental environment where clients could openly discuss financial challenges
- Built long-term relationships with members, enhancing trust and loyalty through consistent support
- Led community outreach initiatives, increasing local engagement and contributing to corporate philanthropic goals.
Assistant Store Manager
Janie and Jack
10.2018 - 07.2021
- Managed daily operations, including payroll processing, inventory control, and sales tracking
- Implemented merchandising strategies that boosted store performance and met company visual standards
- Achieved sales targets and drove store profitability by mentoring staff and improving team morale
- Resolved customer issues, ensuring satisfaction and repeat business.
Sales Associate (In Training for Assistant Manager)
Fred Meyer Jewelers
03.2015 - 06.2018
- Exceeded sales targets at high-profile events, including diamond showcases with triple average sales goals
- Provided personalized service as a stylist, advising customers on current fashion trends and jewelry selections
- Processed payroll, maintained store morale, and ensured visual merchandising met company standards.
Sales Lead, Keyholder
White House Black Market
08.2013 - 08.2014
- Delivered top-notch customer service and achieved sales goals by fostering client loyalty
- Ensured store operations ran smoothly, including opening/closing procedures and team leadership
- Organized new product launches and visual merchandising, keeping store presentation aligned with brand standards.
Guest Services Supervisor
Food Lion
08.2010 - 06.2013
- Managed guest services operations, ensuring efficient checkout processes and customer satisfaction
- Supervised a team, handled large cash volumes, and addressed customer concerns with professionalism.
Education
Bachelor of Science - Business And Managerial Economics, Sociology
Virginia Wesleyan University
12.2024
Associate of Applied Science - Clinical Psychology
Anne Arundel Community College
02.2013
Skills
- Problem-Solving & Decision-Making
- Client Relationship Building & Management
- Philanthropy & Community Engagement
- Cash Flow Management
- Attention to Detail
- Team Collaboration & Leadership
- Financial Advising
- Financial Planning
Certification
CerƟfied Credit Union Financial Counselor (CCUFC)
Volunteer Experience
- Assisted in planning and organizing community events for non-profit organizaƟons, enhancing local engagement.
- Represented organizaƟons professionally during service projects, ensuring smooth event execuƟon and posiƟve community impact.
Awards
- Summa Cum Laude, Virginia Wesleyan University (in progress)
- Phi Theta Kappa Honor Society Inductee
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
Bachelor of Science - Business And Managerial Economics, Sociology
Virginia Wesleyan University
Associate of Applied Science - Clinical Psychology
Anne Arundel Community College
CerƟfied Credit Union Financial Counselor (CCUFC)
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