Glenn Celis Email & Phone Number

Torrance, California, United States

Your one stop shop to Mail, Ship, and Receive! Location: 2573 Pacific Coast Highway Suite A, Torrance, CA, 90505Offering:Pack and Ship services - domestic and internationalBusiness mailing addresses Mailbox rentalNotary Services (mobile/on-site)Secured-ShreddingCopy/Fax/PrintBoxes for saleMail Forwarding Greeting cards and stamps for saleMajor carriers we service:FedEx, UPS, USPS, and IPS by MEEST.

La Habra, California, United States

CSS certified (internal certification) • Liaised for retirement plan administration (403b/457b) led retirement presentations and campaigns. • Audited DMV (department of motor vehicles) documents for auto lending processes, new account audits for new memberships, and Individual retirement account (IRA) forms. • Originated and funded consumer loan requests (personal loans, credit lines, and auto loans.)• Collaborated with financial advisors, real estate consultants, and… Show more CSS certified (internal certification) • Liaised for retirement plan administration (403b/457b) led retirement presentations and campaigns. • Audited DMV (department of motor vehicles) documents for auto lending processes, new account audits for new memberships, and Individual retirement account (IRA) forms. • Originated and funded consumer loan requests (personal loans, credit lines, and auto loans.)• Collaborated with financial advisors, real estate consultants, and insurance consultants.• Assisted with establishing various accounts from savings and checking accounts to more complex trust and estate accounts, representative payee accounts, and UTMA accounts. • Mitigated risks such as fraud, scams, and abuses through risk training, applying due diligence, and thorough investigative analysis.• Devised an action plan to set in play member's goals in personal finance, credit building, and retirement options. • Completed compliance training that encompassed topics such as BSA, OFAC, Truth in Savings, Fair Lending practices etc. Show less

Los Angeles Metropolitan Area

Capitalized on the shortage of rental vehicles by renting out my own vehicles. Rated as a 5 star host.What I learned:• utilized my professional experience to check in and check out clients• always think of worst case scenario and risk factors. • documentations and keeping copy/pictures of vehicle, ID’s, and maintenance was crucial to ensure expectations were met. • being a communicative and proactive as a host was instrumental to customer satisfaction.• be aware of… Show more Capitalized on the shortage of rental vehicles by renting out my own vehicles. Rated as a 5 star host.What I learned:• utilized my professional experience to check in and check out clients• always think of worst case scenario and risk factors. • documentations and keeping copy/pictures of vehicle, ID’s, and maintenance was crucial to ensure expectations were met. • being a communicative and proactive as a host was instrumental to customer satisfaction.• be aware of MSRP values of vehicle and industry price average. Show less

Anaheim, California, United States

As a personal banker, I sharpened rapport building skills and critical thinking skills to best serve my clients. My responsibilities included but not limited to:• Establish new accounts through checking, savings, trusts, and college accounts.• Utilized budget tools to determine primary goal for customer’s needs and possible cross-sells. • Analyze risk factors in customer behavior/transactions, resolve fraud and scams, and approve large check deposits.• Assist in… Show more As a personal banker, I sharpened rapport building skills and critical thinking skills to best serve my clients. My responsibilities included but not limited to:• Establish new accounts through checking, savings, trusts, and college accounts.• Utilized budget tools to determine primary goal for customer’s needs and possible cross-sells. • Analyze risk factors in customer behavior/transactions, resolve fraud and scams, and approve large check deposits.• Assist in establishing safe deposit box services for clients.• Discover areas of opportunity for a possible referral to a financial advisor, mortgage consultant, and business banker.• Educate customers on credit building and which products to explore to build credit• Build relationships with customers to promote a positive environment withing my branch. • Shadowed premier bankers, business bankers, and financial advisors to learn talking points, investment strategies, general best practices.• passed my notary public certification. (Expired) Show less

Villa Park, California, United States

This was my first position in a financial services role. • build relationships through transactional interactions. • mitigated risk by properly reviewing validity of checks, cash, and transaction history.• identified referral opportunities to financial advisor, premier banker, or mortgage specialist. • remained compliant by completing yearly banking regulatory compliance training. • tracked growth and documented success stories.• promoted to banker role

Bachelor'S Degree

Bachelor'S Degree

Ged