Beatrice Roque
Bergenfield,NJ
Summary
Proven track record in enhancing customer satisfaction and streamlining banking operations, demonstrated during tenure at Provident Bank. Excelled in transaction processing and relationship management, achieving significant improvements in customer engagement. Expert in cross-selling, underscored by a robust understanding of banking products and regulations.
Overview
2
2
years of professional experience
Work History
Senior Personal Banker
Provident Bank
Maywood, NJ
09.2024 - Current
- Assisted customers with opening new accounts, making deposits, withdrawals and transfers in accordance with banking regulations.
- Resolved customer complaints quickly and efficiently while maintaining a professional demeanor at all times.
- Educated customers on available banking products such as credit cards, debit cards and online banking services.
Personal Banker
Lakeland Bank
Teaneck, NJ
10.2023 - 09.2024
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Maintained accurate records of all transactions conducted throughout the day.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
Finance Intern
Binnie Beauty
, Remote
05.2023 - 12.2023
- Managed accounts payable and receivable activities including invoice processing, payments reconciliation.
- Developed financial models to analyze and assess the performance of investments.
- Managed inventory and supplies to ensure materials were available when needed.
Education
Bachelor of Science - Economics
Arizona State University
Tempe, AZ05-2026
Associate of Arts - Communications
Bergen Community College
Paramus, NJ05-2024
Associate of Science - Economics
Bergen Community College
Paramus, NJ05-2024
Skills
- Transaction processing
- Cross-selling and upselling
- Relationship building and management
- Banking operations
Timeline
Senior Personal Banker
Provident Bank
09.2024 - Current
Personal Banker
Lakeland Bank
10.2023 - 09.2024
Finance Intern
Binnie Beauty
05.2023 - 12.2023
Bachelor of Science - Economics
Arizona State University
Associate of Arts - Communications
Bergen Community College
Associate of Science - Economics
Bergen Community College
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