BILJANA MATEVSKA
Garfield,NJ
Summary
Focused on Digital Transformation & Strategy
Overview
7
7
Languages
1
1
Certification
17
17
years of professional experience
Work History
Banking Relationship Specialist
Connect One Bank
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 on a daily basis as necessary until conclusion.
- Assisted branch team members with transactions and operations, providing feedback and coaching to enhance team effectiveness.
- Serve as primary back-up to the Branch Manager or Assistant Branch Manager where applicable, for operational and service-related functions.
- Participated in achieving branch sales objectives through proactive engagement and support.
- 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.
- Executed additional tasks based on branch needs.
Universal Banker
Investors Bank
05.2019 - 08.2024
- Identified, developed, and closed sales by applying needs-based selling techniques to generate product interest and actively cross-sell products/services.
- Engaged in meaningful conversations with customers to thoroughly understand their financial needs and recommended suitable products and services through in-person efforts, referrals, and marketing outreach.
- Deepens existing customer relationships through a variety of proactive sales and service initiatives.
- Drives proactive sales conversations through inbound and outbound interactions.
- Drove proactive sales conversations through inbound and outbound interactions to enhance customer engagement.
- Opens checking, savings, money market, retirement products and certificates of deposit accounts. Processes out-going wire transfers. Performs loan closings.
- Partners with and/or refers business specialist, i.e., loan officers, business banker, financial advisors to ensure specialized financial needs are met.
- Processed all transactions in accordance with internal policies and procedures, including Bank Secrecy Act requirements.
- Managed daily cash and ATM proof, investigating and resolving out-of-balance transactions, and assisting with vault and shipment control activities.
- Collaborated with OTL team to manage on-boarding and renewal processes.
- Knowledgeable in customer risk rating validation, BSA/AML regulations, KYC lifecycle (on-boarding, renewals, and triggers), and Retail/Commercial Business and products.
- Prepare and complete forms for regulatory requirements as needed by OTL, CDD, KYC Or BSA, including accurate and sufficient narratives.
- Reviews according to Investors Bank AML Policy and EDD procedures and guidelines in a timely manner.
Supervisor
Walgreens
07.2017 - 05.2019
- Manage daily schedules, employee shifts, and time-off requests.
- Assigned duties to employees and monitored progress to ensure task completion.
- Ensure that daily sales/production goals are met.
- Trained and integrated new workers to enhance team capabilities.
- Provide guidance and feedback to employees when needed.
- Ensure industry rules and regulations are followed.
- Addressed customer and employee complaints to maintain a positive work environment.
- Transferred products and equipment between the worksite and storage areas to ensure efficient workflow.
Administrative Assistant
Max's Deli
01.2017 - 06.2017
- Managed invoices and correspondence with domestic and international suppliers and vendors to ensure timely processing.
- Accounts payable.
- Coordinated and expedited orders for supplies while verifying receipt to maintain inventory levels.
- Oversaw shipment logistics with trucking vendors to ensure on-time delivery of supplies.
- Managed accounts payable processes to ensure timely payments to vendors.
Manager of the Administration Department for Agriculture Funding
National Extension Agency (NEA) State Government Agency for Agriculture Funding
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).
- Participate in price and terms negotiation with vendors and their competitiveness in respect to cost, quality and delivery.
- Minimizing expenditure (quarterly budget review and rebalancing).
- Participated in price and terms negotiations with vendors, assessing competitiveness in cost, quality, and delivery.
- Collected data, created database, and conducted statistical analyses on agricultural private sector for governmental fund distribution for subsidies.
- Wrote progress reports on case completions and communicated findings directly to government officials.
- Managed departmental budgeting and payroll processing to ensure accurate financial tracking.
- Instructing students at the Biotechnical University on the practical objectives of the institution and strategies for advancement.
Administrative Assistant
National Extension Agency (NEA) State Government Agency for Agriculture Funding
09.2009 - 12.2011
- Provide interpretation services in court and administrative tribunals.
- Correspondence between domestic Governmental agency and foreign governments' representatives for agriculture.
- Provided interpretation services for court and administrative tribunals.
- Adaptation of commercially 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
- Client relationship management
- Financial analysis
- Financial management
- Regulatory compliance
- Market research
- Data analysis
- Project management
- Operations management
- Project management
- Business plan development
- Business plan assessment
- Annual budget development
- Project coordination
- Database management
- Web technologies and services
- Microsoft Office Suite
- Priority management
- Department leadership
- Teamwork
- Human resources management
- Work prioritization
- Strategic positioning
- Communication skills
- Multitasking Abilities
- Classroom management
- Educational management
- Educational research
- Assessment creation
- Presentation skills
- Customer financial advising
- Student motivation
- Sales performance metrics
- Sales strategy development
- Financial product knowledge
- Executive support
- Cross-functional collaboration
- Multitasking Abilities
- Product development
Certification
- 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
Languages
English
Macedonian
Russian
Bosnian
Serbian
Croatian
Swedish
Professional Related Studies
- Managed a diverse classroom of 25+ students, fostering a positive and inclusive learning environment.
- 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
Personal Information
Availability: Available for training in any position.
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
BS - Traffic and Transport Engineering
University “St. Kliment Ohridski”
Master's degree - Informatics
University “St. Kliment Ohridski”
Doctoral Program - Management
University “St. Kliment Ohridski”
Doctoral Program - Business Administration and Management
Walden University