Dr.Biljana Matevska
Garfield,NJ
Summary
PhD Business Administration
Overview
16
16
years of professional experience
Work History
Banking Relationship Specialist
Connect One Bank
Hackensack
08.2024 - Current
- Support the Bank’s “People First” focus and rules of engagement—greeting clients by name, maintaining a professional demeanor, ensuring the branch reflects ConnectOne Bank standards and working as an active member of the Branch team, always striving to make ConnectOne Bank “A Better Place to Be”.
- Proactively identify opportunities for relationship acquisition and development by cross-selling the Bank’s products and services in a consultative manner.
- Perform account opening for deposit products and educate clients on the Bank’s product and service offerings.
- Ensure all activities, transactions and records are in compliance with operational, security and control procedures of the Bank, preventing fraud and protecting customer assets.
- Handle customer service issues by conducting research, taking ownership, and following up with on a daily basis as necessary until conclusion.
- Assist other branch team members with transactions and overall operations, as necessary, and provide feedback and coaching to improve overall team performance.
- Perform service transactions for the Branch to include check re-orders, address/name changes, safe deposit box access, outbound wires, account maintenance and outbound client contact.
- Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.
- Assists with Teller functions as needed including performing banking transactions over the phone or at the drive-up window including accepting deposits, cashing checks, and assisting clients with other banking needs, and branch opening and closing as needed.
- Active participation in achieving branch sales objectives.
- Maintains a 90% plus service performance and reinforces feedback gained from mystery shops.
- Supports retail and community events to promote the brand in accordance with the retail business plan.
- Performs other duties that may be assigned.
Universal Banker
Investors Bank
Clifton
05.2019 - 08.2024
- Identifies, develops, and closes sales; applies needs-based selling techniques to generate product interest; actively cross-sells products/services.
- Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their compete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach.
- Serves as digital expert with the ability to demonstrate above average knowledge of all digital channels in an effort to cross sell and expand existing relationships.
- Deepens existing customer relationships through a variety of proactive sales and service initiatives.
- Drives proactive sales conversations through inbound and outbound interactions.
- Processes customer transactions and maintains accurate records of all interactions and transactions according to the Bank's policies and procedures.
- Opens checking, savings, money market, retirement products and certificates of deposit accounts. Processes out-going wire transfers. Performs loan closings.
- Partners with and/or refer business specialist, ie., loan officers, business banker, financial advisors to ensure specialized financials needs are met.
- Responsible for ensuring all transactions are processed in accordance with internal policies and procedures including (BSA) Bank Secrecy Act requirements.
- Responsible for daily cash & ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed.
- Effectively complete and pass all required quarterly/annual BSA training requirements.
- Work with OTL (On-boarding, Renewals, Triggers, & Expected Behaviors alerts) Reviews according to Investors Bank AML Policy and EDD procedures and guidelines in a timely manner.
- Prepare and complete forms for regulatory requirements as needed by OTL, CDD, KYC Or BSA, including accurate and sufficient narratives.
- Knowledgeable in customer risk rating validation, BSA/AML regulations, KYC lifecycle (on-boarding, renewals, and triggers), and Retail/Commercial Business and products.
Supervisor
Walgreens
Lyndhurst
07.2017 - 05.2019
- Manage daily schedules, employee shifts, and time-off requests.
- Assign duties to employees and oversee their progress.
- Ensure that daily sales/production goals are met.
- Count cash at the end of the shift and manage bank deposits.
- Train and integrate new workers.
- Provide guidance and feedback to employees when needed.
- Ensure industry rules and regulations are followed.
- Handle customer and employee complaints.
- Resolve conflicts between employees.
- Transfer products and other objects to and from the worksite on occasion.
Administrative Assistant
Max's Deli
Sterling Heights
01.2017 - 06.2017
- Performing administrative tasks related with the company business specifics: including invoices, correspondence with suppliers (domestic and international) and domestic vendors.
- Checking stock to determine inventory level.
- Placing and expediting orders for supplies; verifying receipt of supplies.
- Shipment logistics (with trucking vendors).
- Accounts payable.
Manager of the Administration Department for Agriculture Funding
National Extension Agency (NEA) State Government Agency for Agriculture Funding
Bitola
01.2011 - 12.2016
- Monitor, act and enforce the laws, bylaws and other Governmental regulations concerning finance support of the private farmer sector (distribution of Governmental support for private farmers).
- Instructing students at the Biotechnical University on the practical objectives of the institution and strategies for advancement.
- Apply and follow the ISO standard (9001: 2008) requirements for a quality management system.
- Sourcing from domestic markets suppliers (anticipating supplies).
- Vendors evaluation on proposal bids including gathering information for risk assessment review.
- Participate in price and terms negotiation with vendors and their competitiveness in respect to cost, quality and delivery.
- Collect data, create database and run statistical analyses in regard to agricultural private sector for governmental fund distribution for subsidies.
- Writing progress reports about cases completion, report directly to the Government officials.
- Departmental costs and payrolls.
- Minimizing expenditure (quarterly budget review and rebalancing).
Administrative Assistant
National Extension Agency (NEA) State Government Agency for Agriculture Funding
Bitola
09.2009 - 12.2011
- Translation of technical and legal documents: Serbian and Croatian.
- Correspondence between domestic Governmental agency and foreign Governments representatives for agriculture.
- Provide interpretation services in court and administrative tribunals.
- Adaptation of commercial available software to suit the workplace applications (software principles for managing projects) - FMS (Farm Monitoring System) solution for advisors to collect the data directly from the private farmers and legal entities.
Education
Doctoral Program - Business Administration and Management
Walden University
Minneapolis, Minnesota01.2026
Doctoral Program - Management
University “St. Kliment Ohridski”
Bitola12.2012
Master’s degree - Informatics
University “St. Kliment Ohridski”
Bitola12.2011
BS - Traffic and Transport Engineering
University “St. Kliment Ohridski”
Bitola12.2004
Skills
- Project management
- Financial analysis
- Team leadership
- Market research
- Regulatory compliance
- Data analysis
- Communication skills
- Executive support
- Operations management
- Financial management
- Active learning
- Managing multiple projects
- Business plan assessment
- Annual budget development
- Web technologies and services
- Managing multiple priorities
- Strategic positioning
- Business plan development
- Accounting control
- Digital banking products and services
- Database management
- Microsoft Office Suite
- Leading large departments
- Team collaboration
- Human resources management
- Work Planning and Prioritization
- Leadership
- Organizational skills
- Academic advising
- Student motivation
- Standardized testing
- Educational research
- Assessment creation
- Educational leadership
- Classroom Presentation
- Team building
- Multitasking Abilities
- Program development
Languages
- English
- Macedonian
- Russian
- Bosnian
- Serbian
- Croatian
- Swedish
Availability
Available for training in any position.
Professional Related Studies
- Training program on Integrated Approach Towards Sustainable Development, 2015, ITEK Program Provided by, Under Leadership of Sponsored by the Ministry of External Affairs, Government of India, - TERI University - New Delhi, India.
- Study visits to the Institute of Sweden - Statistics of Sweden, 2011-2015, Purpose: Improvement of management processes and principles in NEA.
- Conducted research in the field of Expert Systems in Agriculture, 2011, Purpose: Implementation of the software for improvement in Agriculture by private farmers.
- ABA (American Bankers Association) Certificate in BSA and AML Compliance, 2021
- ABA (American Bankers Association) Certificate in Fraud Prevention, 2021
- Digital Concierge – Investors Bank, 2021
Career Interest
Doctor of Business Administration with a focus on academic roles in higher education.
Timeline
Banking Relationship Specialist
Connect One Bank
08.2024 - Current
Universal Banker
Investors Bank
05.2019 - 08.2024
Supervisor
Walgreens
07.2017 - 05.2019
Administrative Assistant
Max's Deli
01.2017 - 06.2017
Manager of the Administration Department for Agriculture Funding
National Extension Agency (NEA) State Government Agency for Agriculture Funding
01.2011 - 12.2016
Administrative Assistant
National Extension Agency (NEA) State Government Agency for Agriculture Funding
09.2009 - 12.2011
Doctoral Program - Business Administration and Management
Walden University
Doctoral Program - Management
University “St. Kliment Ohridski”
Master’s degree - Informatics
University “St. Kliment Ohridski”
BS - Traffic and Transport Engineering
University “St. Kliment Ohridski”