Ellen Joerz
Omaha,NE
Summary
Experienced banking operations specialist with a strong focus on accuracy, compliance, and reconciliation. Skilled in deposit, loan, and treasury support, account review, and customer service. Known for resolving banking requests efficiently while maintaining regulatory standards.
Overview
47
47
years of professional experience
Work History
Banking Operations Specialist
BMO Bank of Montreal, Bank of the West
Omaha, Ne
12.1978 - 02.2026
- Processed deposit operations requests for BMO Bank of Montreal and Bank of the West, ensuring accuracy and streamlined workflow.
- Reviewed account maintenance documents for accuracy and completeness.
- Reconciled daily transaction records with bank ledgers and internal reports.
- Executed operational procedures for loan, deposit, and treasury functions to maintain compliance and efficiency.
- Ensured compliance with all applicable federal regulations regarding banking operations.
- Addressed customer service inquiries regarding banking operations via telephone or email, enhancing customer satisfaction.
Skills
- Banking operations
- Deposit operations
- Regulatory compliance
- Transaction reconciliation
- Account maintenance
Timeline
Banking Operations Specialist
BMO Bank of Montreal, Bank of the West
12.1978 - 02.2026