Overview
Work History
Education
Skills
Languages
Timeline
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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

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Veronica Peng