Kelly Li
About Kelly Li
Kelly Li is a Relationship Banker with a bachelor's degree from Old Dominion University and an associate degree from Tidewater Community College. She has over eight years of experience in the banking industry, currently working at Chase and previously holding positions at Sterling Bank & Trust and Citi.
Work at Chase
Kelly Li has been employed at Chase since 2016, serving as a Relationship Banker. In this role, she is responsible for managing client relationships, providing financial advice, and assisting customers with their banking needs. Her tenure at Chase spans over eight years, during which she has developed expertise in customer service and financial products.
Previous Experience in Banking
Before joining Chase, Kelly Li worked at Citi as a Teller for seven months in 2014. Prior to that, she spent two years at Sterling Bank & Trust, FSB as an Account Specialist from 2012 to 2014 in San Francisco, California. These roles provided her with foundational banking experience and customer interaction skills.
Education and Expertise
Kelly Li holds a Bachelor's degree from Old Dominion University. Additionally, she completed an Associate's degree at Tidewater Community College. Her educational background supports her professional expertise in banking and finance.
Career Timeline
Kelly Li's career in banking began in 2012 at Sterling Bank & Trust, FSB, where she worked until 2014. She then transitioned to Citi for a brief period before joining Chase in 2016. Her career reflects a steady progression in the banking sector, with a focus on customer service and relationship management.