Jaime Machuca
East Brunswick,NJ
Summary
Dedicated bank agent with a strong background in sales and customer service, seeking to utilize experience to make a meaningful contribution to the overall mission and success of the company. Committed to furthering personal and professional growth, aims to leverage skills and expertise in order to excel in this role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Treasury Management Specialist
Provident Bank
03.2024 - Current
- Managed high call volume with exceptional professionalism and efficiency.
- Supported implementation of new software tools aimed at automating manual processes within Treasury department for increased efficiency.
- Enhanced cash flow management by implementing advanced treasury management systems and processes.
- Ensured compliance with internal controls, policies, and regulatory requirements related to treasury activities.
- Developed comprehensive treasury reports for senior management to support strategic decision-making.
- Established and checked coding procedures, monitored reports and updated internal files.
Telephone Agent II
Provident Bank
07.2017 - 03.2024
- Assist with client inquiries regarding all financial needs i.e., loans, sales, regulation compliance
- Provide technical support aid to clients with electronic banking needs
- Provide pricing and quotes on banking products i.e
- Aid clients with mitigating fraud to ensure protection of assets
- Consistently follow-up with client request, emails, and inquiries in a timely manner.
Education
Bachelor of Health Science Degree in Nursing -
Chamberlain University College of Nursing
North Brunswick, NJ09.2021
Skills
- Bilingual (English and Spanish)
- Proficient Customer Service Skills
- Managerial Experience
- Sales Experience
- Microsoft Office (Excel, PowerPoint, Word, and Outlook)
- Teamwork and Collaboration
- Effective Communication
Certification
Villanova University, BLS Certified by American Red Cross
Languages
Spanish
Full Professional
Timeline
Treasury Management Specialist
Provident Bank
03.2024 - Current
Telephone Agent II
Provident Bank
07.2017 - 03.2024
Bachelor of Health Science Degree in Nursing -
Chamberlain University College of Nursing