Jen Mounts
Grantsville,WV
Summary
~Hardworking and passionate with strong organizational skills eager to return to a Bank Operations position.
~Organized, dependable, and successful at managing priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
~Detail-oriented team player with ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
19
19
years of professional experience
Work History
Teller & Customer Service Rep
Calhoun Banks
03.2022 - Current
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Managed situations effectively, maintaining professionalism while resolving disputes or conflicts.
- Handled calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Handled customer inquiries courteously and professionally while promptly addressing concerns and providing information.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Assisted customers in navigating company website and app, improving overall user experience.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
Compliance Specialist and BSA Analyst
Calhoun Banks
07.2019 - 03.2022
- Enhanced company compliance by reviewing comprehensive policies and procedures.
- Conducted thorough risk assessments and reviews to identify potential areas of non-compliance and recommended corrective actions.
- Maintained relationships with regulators, promoting open communication.
- Assisted in the preparation of regular reports for senior management, detailing compliance activities and progress.
- Provided guidance to colleagues on matters related to regulatory compliance.
- Stayed current on industry regulations by attending any offered seminars, workshops, and other professional development opportunities.
- Evaluated existing policies regularly, identifying areas for improvement and recommending revisions as needed.
- Enhanced branch security through vigilant BSA monitoring of suspicious activities and timely reporting to supervisors.
Credit Analyst, Loan Assistant & Operations Staff
Calhoun Banks
01.2014 - 07.2019
- Gathered financial information of commercial customers to assist in assessing borrower's credit capacity for accurate credit evaluation.
- Achieved operational efficiency via custom made excel spreadsheets focused on streamlining processes within the Credit Analysis department.
- Collaborated with Loan Officers to ensure accurate documentation and compliance with lending regulations.
- Reduced errors in loan applications through diligent review, data entry, and verification processes.
- Managed multiple priorities simultaneously while maintaining error-free consistency.
Drive Thru Teller
Calhoun Banks
02.2009 - 05.2017
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Bookkeeper
Calhoun Banks
08.2004 - 02.2009
- Improved financial accuracy by reconciling accounts and identifying discrepancies in records.
- Conducted thorough monthly reconciliations of bank accounts and statements.
- Printed, folded and mailed customer financial statements and notices in a neat, efficient and timely manner.
- Managed confidential information securely by maintaining proper storage practices for sensitive documents and adhering to strict privacy policies at all times.
- Performed data entry, paper filing, electronic archiving and using machines and equipment to support office efficiency.
Education
Supervisor Certification - Banking And Financial Support Services
American Bankers Association
American Institute Of Banking11.2013
Bank Service Provider Certificate - Banking And Financial Support Services
American Bankers Association
American Institute Of Banking01.2013
No Degree - Accounting And Business Management
Saint Leo University
Saint Leo, FL06.2004
Skills
- Call Management
- Complaint Resolution
- Paperwork Processing
- Report Generation
- Data Entry
- Information Security
- Customer Service
- Microsoft Excel
- Microsoft Office Suite
- Document Control
- Microsoft Outlook
- Clerical Support
Timeline
Teller & Customer Service Rep
Calhoun Banks
03.2022 - Current
Compliance Specialist and BSA Analyst
Calhoun Banks
07.2019 - 03.2022
Credit Analyst, Loan Assistant & Operations Staff
Calhoun Banks
01.2014 - 07.2019
Drive Thru Teller
Calhoun Banks
02.2009 - 05.2017
Bookkeeper
Calhoun Banks
08.2004 - 02.2009
Supervisor Certification - Banking And Financial Support Services
American Bankers Association
Bank Service Provider Certificate - Banking And Financial Support Services
American Bankers Association
No Degree - Accounting And Business Management
Saint Leo University