Lauren Roche
VP Treasury Management Sales Officer at Vantage Bank- Claim this Profile
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American Sign Language -
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English -
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Bio
Experience
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Vantage Bank
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United States
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Banking
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100 - 200 Employee
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VP Treasury Management Sales Officer
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May 2023 - Present
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Amegy Bank
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United States
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Banking
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700 & Above Employee
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AVP Treasury Management Sales Consultant
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Aug 2021 - Aug 2023
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CommunityBank of Texas N.A.
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United States
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Banking
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100 - 200 Employee
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Treasury Services Sales Consultant
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Jan 2021 - Aug 2021
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Treasury Services Sales Associate
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Aug 2018 - Jan 2021
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Audubon Companies
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United States
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Oil and Gas
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700 & Above Employee
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Finance Intern
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Jun 2017 - Aug 2017
-Reviewed and confirmed financial covenants alongside CFO -Tabulated accounts receivable and created reports in Microsoft Dynamics system -Processed checks in Microsoft Dynamics system -Assisted with inventory documentation of valve products -Conducted analysis of potential companies to target as customers (Over 100+) -Reviewed and confirmed financial covenants alongside CFO -Tabulated accounts receivable and created reports in Microsoft Dynamics system -Processed checks in Microsoft Dynamics system -Assisted with inventory documentation of valve products -Conducted analysis of potential companies to target as customers (Over 100+)
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Client Associate
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May 2016 - Jul 2016
-Negotiated with potential customers to encourage investment with Merrill Lynch -Educated both individuals and companies on 401K investment options -Researched investment alternatives to assist with consultation -Negotiated with potential customers to encourage investment with Merrill Lynch -Educated both individuals and companies on 401K investment options -Researched investment alternatives to assist with consultation
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Education
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University of Mississippi
Bachelor's Degree, Managerial Finance