Summary
Overview
Work History
Education
Skills
Timeline
Generic

Halee Montgomery

Burleson

Summary

Dynamic professional with a proven track record at Edward Jones, excelling in client relationship building and compliance management. Adept at financial recordkeeping and document preparation, I consistently enhance customer satisfaction through exceptional service and effective communication. Committed to fostering positive interactions and supporting team success in fast-paced environments.

Overview

2
2
years of professional experience

Work History

On-Call Branch Office Administrator

Edward Jones
05.2024 - Current
  • Ensured compliance with industry regulations by keeping abreast of current laws affecting finance sector practices and updating internal documentation accordingly.
  • Developed strong professional relationships with clients through excellent customer service, consistently striving to exceed their expectations.
  • Facilitated prompt resolution of customer issues, working closely with financial advisors to address their concerns in a timely manner.
  • Supported new employee onboarding processes, offering guidance on company policies and procedures to foster a welcoming work environment.
  • Managed sensitive client information responsibly, adhering to strict confidentiality guidelines to protect privacy and comply with regulations.
  • Coordinated travel arrangements for financial advisors attending off-site meetings or conferences, allowing them to focus on core business functions without distraction.

Server

Big Fellas IceHouse
08.2023 - 06.2024
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Cultivated warm relationships with regular customers.
  • Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.
  • Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
  • Bussed and reset tables to keep dining room and work areas clean.

*The reason

Resolution Coordinator - Contact Center

Walmart
09.2023 - 01.2024
  • I took calls from truck drivers giving them their next route and what trailer to pick up.
  • This job is more of a data entry job. I entered the drivers miles and driver hours they used and had left.
  • Achieved high levels of client satisfaction through empathetic listening skills and effective communication strategies during difficult conversations.

Server

Logans Roadhouse Grill
11.2022 - 07.2023
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Cultivated warm relationships with regular customers.
  • Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.
  • Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
  • Maintained a clean and orderly dining area for an enjoyable guest experience.

Education

High School Diploma -

Alvarado High School
03-2023

Skills

  • Strong organization
  • Client relationship building
  • Sales assistance
  • Scheduling appointments
  • Document preparation
  • File management
  • Financial recordkeeping
  • Calendar management
  • Customer service

Timeline

On-Call Branch Office Administrator

Edward Jones
05.2024 - Current

Resolution Coordinator - Contact Center

Walmart
09.2023 - 01.2024

Server

Big Fellas IceHouse
08.2023 - 06.2024

Server

Logans Roadhouse Grill
11.2022 - 07.2023

High School Diploma -

Alvarado High School
Halee Montgomery