VENESSA REID-THERESIAS
Bridgewater,New Jersey
Summary
Strategically-minded Assistant VP known for high productivity and efficient task completion. Possess specialized skills in financial analysis, team leadership, and strategic planning. Excel in communication, problem-solving, and adaptability, ensuring success in dynamic environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Assistant VP Business Banking Relationship Manager
PNC BANK N.A
Clinton, Alpha and Phillipsburg, New Jersey
08.2024 - Current
- Handles relationship management activities with new and/or existing clients in a book of business to grow sales, revenue, and market share with relevant sales goals
- Typically, works with clients with basic levels of risk and complexity of needs.
- Generally, works with a higher degree of supervision.
- Acquires, expands, and retains client relationships to generate revenue and deepen share of wallet.
- Handles the origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.
- Manages risk/return and drives quality for new and/or existing clients.
- Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational, and credit risks.
- Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being.
- Focuses on increasing client engagement and loyalty.
- Builds an effective network of internal and external relationships, such as community and industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience.
- Focuses on bringing the entire bank to the client by presenting the full range of PNC's products and services.
- Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.
Associate Relationship Manager
PNC BANK N.A
Bridgewater, New Jersey
07.2023 - 08.2024
- Organized client meetings and events to strengthen customer relationships
- Performed market research to identify potential new customers
- Leveraged data analysis tools such as Tableau, Power BI, and Excel to track trends in the industry
- Assisted in developing innovative strategies for cultivating long-term partnerships with key stakeholders
- Ensured compliance with all internal policies and procedures related to customer service
- Actively participated in team meetings, brainstorming sessions, and other collaborative activities.
Retail Business Banking Development Program Associate
PNC BANK N.A.
Raritan, NJ
08.2021 - 07.2023
- Assist business bankers, manage risk/return, and drive quality for new and/or existing clients.
- Actively identify and mitigate different types of risk, such as regulatory, reputational, operational, and credit risks.
- Assist business bankers in handling relationship management activities with new and/or existing clients in a book of business to grow sales.
- Focus on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being, increasing client engagement and loyalty.
- Analyze, evaluate, and mitigate credit risk by utilizing knowledge of credit fundamentals and internal credit policies.
- Acquire, expand, and retain client relationships to generate revenue and deepen share of wallet.
- Handle the origination, financial analysis, negotiation, and documentation of credit and non-credit products and services.
- Assisted in developing and implementing program plans, policies, and procedures.
Universal Banker
INVESTORS BANK
Irvington, NJ
12.2019 - 08.2020
- Accurately prepared and maintained cash logs for millions of dollars
- Audited business and finance documents for personal and business accounts
- Purchased and issued currency to tellers and customers
- Assisted Branch Manager with branch monthly and quarterly
- Met and surpassed quarterly sales goal
- Provided comprehensive customer service and developed customer relations to facilitate option exploration and monitor account status.
Customer Service Supervisor
INVESTORS BANK
New Brunswick, NJ
07.2018 - 12.2019
- Oversaw the daily activities of the teller line and tellers
- Prepared schedule and trained tellers on branch procedures
- Reviewed, maintained, and monitored inbound and outbound cash logs
- Completed basic financial services including processing transactions, exploring financial options, and documenting resources.
Human Resource/Customer Care Representative
United State Air Force Reserves
McGuire, NJ
06.2013 - 01.2017
- Verify eligibility of benefits for employees, contractors, and beneficiaries.
- Cultivated customer relationships to ensure satisfaction with services provided and to identify additional opportunities to address customers' needs.
- Prepared and conducted new employee orientation for approximately 500 employees.
- Processed employment extension and contract for over 200 employees across various career fields.
- Processed over 1500 personnel action in the Human Resource Information System (HRIS)
- Retrieved, organized, and disseminated staffing reports.
- Coordinated with management to reassign and deploy talent throughout the organization.
Education
Master of Human Resource Management -
Rutgers University
New Brunswick, NJ12.2023
Bachelor of Science, Finance -
Rutgers University
New Brunswick, NJ05.2021
Skills
- Operations Management
- Innovation management
- Data-driven decision-making
- Procedure Implementation
- Growth planning
- Business Administration
- Human Resources Management
- Business Planning
- Administrative Support
Affiliations
- Rutgers Veterans Club - Member
- US Air Force Reserves
Accomplishments
Certificate of Appreciation for Outstanding Performance in Retention and Incentives Processing (Air Force Reserves)
Outstanding Benefits and Customer Support Representative(Air Force Reserves
Mortgage NMLS
Notary Public
Certification
Certified Human Resources Generalist - February 11, 2014 (Air Force Reserves)
Certificate of Diversity, Equity and Inclusion- Cornell University- May 2024
References
References available upon request.
Timeline
Assistant VP Business Banking Relationship Manager
PNC BANK N.A
08.2024 - Current
Associate Relationship Manager
PNC BANK N.A
07.2023 - 08.2024
Retail Business Banking Development Program Associate
PNC BANK N.A.
08.2021 - 07.2023
Universal Banker
INVESTORS BANK
12.2019 - 08.2020
Customer Service Supervisor
INVESTORS BANK
07.2018 - 12.2019
Human Resource/Customer Care Representative
United State Air Force Reserves
06.2013 - 01.2017
Certified Human Resources Generalist - February 11, 2014 (Air Force Reserves)
Certificate of Diversity, Equity and Inclusion- Cornell University- May 2024
Master of Human Resource Management -
Rutgers University
Bachelor of Science, Finance -
Rutgers University
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