Roger Jaramillo

Roger Jaramillo has a diverse work experience in the financial industry. Roger most recently worked as a Sr. Financial Associate at OceanFirst Bank starting in February 2022. Prior to that, they were an Accounting/Finance Generalist at Sysco from August 2021 to November 2021.

From April 2020 to August 2021, Roger worked as a Sr. Financial Relationship Officer at M&T Bank, where they managed customer expectations, identified new business markets, and recorded daily customer transactions. Roger also worked closely with a group of Financial Professionals and Managers to generate business development strategic planning.

Before M&T Bank, Roger was an Assistant Branch Manager II at Investors Bank from July 2017 to August 2019. In this role, they were responsible for the sales, service, and operations of the branch. Roger managed and coached the staff in achieving sales and service expectations and assisted with the management of the branch business plan.

From May 2011 to July 2017, Roger worked at TD as a Financial Services Representative. Roger was an insurance-licensed employee and provided customers with additional solutions, acted as a wealth referral champion, and offered exemplary customer service through selling and cross-selling a wide range of banking, investment, and insurance products.

Roger started their career in the financial industry as a Financial Service Associate at New York Community Bank from July 2010 to March 2011. Roger provided customers with high-quality financial services, performed a variety of banking transactions, and cross-sold banking products and services.

Prior to that, Roger worked as a Financial Center Client Service Representative at Bank of America from November 2007 to May 2010. In this role, they provided a positive customer experience, processed transactions accurately and efficiently, introduced products and services to meet customer needs, and built partnerships with teammates to maximize effectiveness.

Overall, Roger Jaramillo has gained valuable experience in various financial roles, demonstrating their expertise in customer service, financial transactions, sales, and business development.

Roger Jaramillo holds a Bachelor's Degree in Business Administration and Management, General from Berkeley College. In addition to their degree, they have obtained various certifications including Public Speaking Foundations, Inclusive Mindset, Leading Remote Projects and Virtual Teams, and Effective Listening, all from LinkedIn. Furthermore, they are a Notary Public Commission certified by the State of New Jersey and holds an Insurance Producer certification in Accident & Health or Sickness, Life from the NJ Department of Banking and Insurance. Roger has also obtained a Nationwide Mortgage License (NMLS) from the NMLS Federal Registry.