Veronica Peng
Northvale,NJ
Overview
10
10
years of professional experience
Work History
Assistant Branch Manager
Columbia Bank
05.2022 - Current
- Supervise the branch’s daily operations and lead the team to achieve their monthly sales goals
- Conducting monthly audits and ensure all branch operations are managed as per the bank’s policies
- Train branch employees to identify sales opportunities
- Actively engage with business customers in uncovering additional business opportunities
- Prepare monthly schedules and ensure the branch is adequately staffed at all times
Senior Personal Banker
Valley National Bank NJ
07.2021 - 05.2022
- Provide customer service to customers through account account opening and maintenance
- Ensuring monthly audits are performed in a timely manner
- Act as supervisor in the absence of Assistant Manager and Manager
- Act as mentor and cross train employees on platform and teller side
- Assist the branch to identify sales opportunities and established new client relationships
Senior Service Associate
M&T Bank
04.2020 - 07.2021
- Support branch manager in overseeing the daily operations of the branch
- Supervise new hires and coach them on sales techniques and product knowledge
- Prepare monthly operational reports
- Helping customers with their lending needs by offering them loan options
- Perform outbound calling activities
- Helping customers with their retirement needs through Insurance products or referrals
Financial/ Customer Service Representative
TD Bank
07.2017 - 03.2020
- Identify financial need of customers and provide them with appropriate investment solutions
- Educate retail and business customers about our lending products
- Assist the store manager in daily operational duties
- Assist manager with monthly and quarterly audits of the branch
- Act as mentor to new hires by providing them training in the teller and platform side
- Provide account services to customers including account opening and maintenance
Teller
TD Bank
10.2014 - 06.2017
- Processes Teller transactions and service customer queries
- Recommending and referring Bank products in accordance with the customer's needs
- Assist Head Teller in supervising and mentoring new team members
Education
M.A - Economics
University of Karachi
Skills
- Banking
- Operations Management
- Business Development
- Team Development
Languages
Chinese (Mandarin)
Elementary
Hindi
Full Professional
Timeline
Assistant Branch Manager
Columbia Bank
05.2022 - Current
Senior Personal Banker
Valley National Bank NJ
07.2021 - 05.2022
Senior Service Associate
M&T Bank
04.2020 - 07.2021
Financial/ Customer Service Representative
TD Bank
07.2017 - 03.2020
Teller
TD Bank
10.2014 - 06.2017
M.A - Economics
University of Karachi