Summary
Overview
Work History
Education
Skills
Timeline
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Yulia Panasyuk

Morganville,NJ

Summary

Results-driven banking professional with over 6 years of experience in retail banking, client relationship management, and operational support. Proven success in loan referrals, documentation support, and compliance oversight. Adept at supporting consumer and commercial loan processes by identifying client needs and coordinating between business units. Seeking to leverage expertise and industry knowledge in a Lending or Construction Loan Specialist role.

Overview

13
13
years of professional experience

Work History

Retail Business Specialist

Valley Bank
05.2024 - Current
  • Serve as the primary point of contact for retail and small business clients across two markets.
  • Collaborate with lending officers by identifying clients with complex needs and connecting them with appropriate specialists in lending and construction loan services.
  • Support internal audits, regulatory compliance reviews, and transaction investigations as needed.
  • Handle high-value transactions, business account onboarding, and business service product support (ACH, RDC, wires).
  • Lead by example in client experience, deepening relationships, and maximizing banking solutions.

Sr Personal Banker

Valley Bank
03.2021 - 05.2024
  • Supported two markets and three branches by promoting consumer and business financial products including mortgages, HELOCs, personal loans, and credit lines.
  • Initiated and submitted loan applications
  • Led efforts to deepen customer relationships, cross-sell lending products, and identify construction lending opportunities.
  • Conducted client financial reviews to assess creditworthiness and financial needs.
  • Executed account services including new account setup, fund transfers, and wire initiation.
  • Balanced cash drawers and vault accounts daily with 100% accuracy.
  • Mentored junior bankers and collaborated with branch managers on branch performance. Maintained friendly and professional customer interactions.

Accounts Payable Clerk

Ocean Place Resort & Spa
05.2017 - 03.2021
  • Processed vendor invoices, matched purchase orders, and generated financial reports for internal audit.
  • Reconciled monthly bank statements and ensured proper GL account classification.
  • Supported month-end closing and annual budgeting processes.

Teller

Wells Fargo
04.2017 - 10.2017
  • Accurately processed customer transactions, cross-sold financial products, and followed fraud-prevention protocols.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.


Administrative Assistant

Hilton West Palm Beach
01.2016 - 11.2016
  • Work with Finance department in communicating control procedures to F&B team members, i.e.
  • Bank balancing, payroll administration, purchase orders and receiving.
  • Assist the restaurants in the month- end general inventory, both counting and verifying.

Administrative Assistant/ Front Desk Clerk

Hormone Logics
03.2015 - 01.2016
  • Provided operational and financial admin support, including payroll prep and recordkeeping.
  • Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
  • Assist with clients' and medical professionals' needs.

Promoter/Hostess

Tue 8 Gastronomie GmbH And Alte Kanzlei
03.2012 - 12.2014
  • Promoted restaurant services and managed client reservations during peak tourism season

Education

Master of Arts - International Tourism Management

Heilbronn University
Heilbronn, Germany
08.2014

Bachelor of Economics - Economics of Industry

University Of Economics-Varna
Varna, Bulgaria
10.2009

Skills

  • HELOCs, Mortgages, Business Lines
  • Client Portfolio Management
  • Cross-Functional Team Collaboration
  • Retail Banking & Financial Services
  • Regulatory Compliance (KYC/AML)
  • Client Education & Relationship Building
  • Microsoft Office, Salesforce
  • Quadrilingual - English, Russian, Bulgarian, German

Timeline

Retail Business Specialist

Valley Bank
05.2024 - Current

Sr Personal Banker

Valley Bank
03.2021 - 05.2024

Accounts Payable Clerk

Ocean Place Resort & Spa
05.2017 - 03.2021

Teller

Wells Fargo
04.2017 - 10.2017

Administrative Assistant

Hilton West Palm Beach
01.2016 - 11.2016

Administrative Assistant/ Front Desk Clerk

Hormone Logics
03.2015 - 01.2016

Promoter/Hostess

Tue 8 Gastronomie GmbH And Alte Kanzlei
03.2012 - 12.2014

Master of Arts - International Tourism Management

Heilbronn University

Bachelor of Economics - Economics of Industry

University Of Economics-Varna

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