Veronica Ceja
Leander
Summary
Dynamic financial professional with expertise in customer relationship management and regulatory compliance, honed at Charles Schwab. Proven track record in enhancing client satisfaction and retention through personalized service and efficient transaction execution. Recognized for strong work ethic and problem-solving skills, driving operational improvements and achieving sales goals in fast-paced environments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Charles Schwab
03.2025 - 08.2025
- Assisted clients in understanding investment options and account features.
- Executed daily transactions with accuracy and efficiency.
- Provided personalized service to enhance client relationships and retention.
- Ensured timely responses to account inquiries, boosting client satisfaction.
Branch Operation Analyst
Wafd Bank
05.2022 - 03.2025
- Analyzed operational data to identify process inefficiencies and recommend improvements.
- Developed detailed reports to support management decision-making and enhance operational performance.
- Collaborated with cross-functional teams to streamline workflows and optimize resource allocation.
- Implemented new tracking systems to improve data accuracy and reporting efficiency.
- Supported daily branch operations by resolving account discrepancies, processing transactions, and ensuring compliance with bank policies and regulations.
- Assisted internal teams and branches with system issues, documentation, and account maintenance to improve efficiency and accuracy.
- Recognized for attention to detail, problem-solving skills, and delivering dependable support in a fast-paced financial environment.
Personal Banker
WaFd Bank
09.2019 - 05.2022
- Assisted customers with account inquiries, transactions, and product offerings to enhance service experience.
- Educated clients on banking products and services to improve financial literacy and engagement.
- Processed loan applications efficiently while ensuring compliance with bank policies and regulations.
- Collaborated with team members to streamline operational workflows and improve customer service delivery
- Assisted clients with a wide range of banking needs, including dispute resolution, ATM/debit card issues, check inquiries, research requests, and support with loan applications and related account questions.
Server
Pacific Southern
08.2015 - 09.2019
- Delivered exceptional customer service in fast-paced dining environment.
- Managed multiple tables efficiently, ensuring timely order delivery and customer satisfaction.
- Collaborated with kitchen staff to streamline food preparation and service processes.
- Assisted in training new team members on restaurant protocols and menu knowledge.
Education
High School Diploma -
Kent Meridian High School
Kent06.2013
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Financial product sales
- Regulatory compliance
- Customer relationship building
- Sales goals
- Account maintenance
- Loan applications
- Risk management
- Certificates of deposit
- Teller transactions
- Account retention
- Hospitality and accommodation
- Technical solution analysis
- Goal setting and tracking
- Financial information systems
- Strong work ethic
- Client relationship building
Certification
SIE
Languages
Spanish
Native or Bilingual
Timeline
Financial Services Representative
Charles Schwab
03.2025 - 08.2025
Branch Operation Analyst
Wafd Bank
05.2022 - 03.2025
Personal Banker
WaFd Bank
09.2019 - 05.2022
Server
Pacific Southern
08.2015 - 09.2019
High School Diploma -
Kent Meridian High School