Celeste Lee Email & Phone Number

Provided leadership and oversight of all reconciliation and attestation activities completed for multiple RBC business platforms. Also provided strategic thinking and direction on Reconciliation systems and tools that transformed processes, improved controls and reduced costs.Selected Accomplishments:• Implemented process improvements and growth through standardization, automation, simplification and efficiency• Managed the review for continuous process and operational improvements for the bank's Digital Cheque Processing process

Senior Management position within Canadian Wealth Management Operations that offers the opportunity to use my expertise in operational and strategic management. Extremely energetic with a gift for complex problem solving and leadership in a fast pace operational environment. Committed to Excellence.Manage over 45 people and am dedicated to providing a dynamic, collaborative, progressive and high performing team.Selected Accomplishments:• Created and delivered the regulatory Fund Fact Document required pre-sale for mutual fund buys in a $2.5 million Point of Sale project• Oversaw conversion of all Wealth Management client statements and trade confirmations from paper to electronic

Significant contributor to the start and set up of a strong, dynamic, changing environment during the initial set up of Symcor. Earned a reputation for reliability and results which resulted in the sole management of Symcor's top financial banking clients RBC, TD and BMO and it's first Client Services department. Known as an industry expert in the areas of documents processing from beginning to end.Selected Accomplishments:• Created the company’s first client services department in the Customer Communication division and was responsible for the strategic forward direction of the area in servicing clients• Set the framework for standardization resulting in best practices, consistency, improved processes and overall customer satisfaction• Project lead the successful migration of Canada Trust Bank Services into TD Bank for all print and distribution activities at a national level meeting all budgets, timelines and targeted customer retention