Geraldine Lee
About Geraldine Lee
Geraldine Lee is a Private Client Banker at Chase in Houston, Texas, where she has worked since 2019. She has a diverse background in banking and recruitment, having held various roles at Bank of America, Citi, and Fircroft.
Work at Chase
Geraldine Lee has been employed at Chase since 2019, serving as a Private Client Banker. In this role, she provides personalized financial services to high-net-worth clients in Houston, Texas. Her responsibilities include managing client relationships, offering investment advice, and facilitating banking transactions. With five years of experience in this position, she has developed a strong understanding of the financial needs of her clients.
Previous Experience in Banking
Before joining Chase, Geraldine Lee worked at Bank of America in various roles. She served as a Relationship Manager from 2015 to 2017 in Milpitas, California, where she focused on building and maintaining client relationships. Following this, she worked as a Financial Center Manager from 2017 to 2018 in Fremont, California, overseeing the operations of the financial center. Additionally, she began her banking career at Citi as a Financial Advisor from 2013 to 2014.
Experience as Recruitment Consultant
Geraldine Lee worked as a Recruitment Consultant at Fircroft for nine months in 2018 to 2019 in Houston, Texas. In this role, she was responsible for sourcing and recruiting candidates for various positions, leveraging her communication and interpersonal skills to connect with potential employees and employers.
Education and Expertise
Geraldine Lee studied at Newcastle University Business School, where she earned a Bachelor of Arts in Marketing and Management from 2010 to 2013. This educational background provided her with foundational knowledge in marketing strategies and management principles, which she applies in her banking career.