Summary
Overview
Work History
Education
Skills
Work Availability
Accomplishments
Work Preference
Timeline
Generic

Jennifer Kellogg

Chandler,AZ

Summary

Dynamic banking professional with extensive experience at BMO Bank N.A., excelling in client relations and conflict resolution. Proven track record in enhancing customer loyalty and achieving sales targets through tailored financial solutions. Proficient in banking software and adept at multitasking, ensuring seamless operations and compliance in fast-paced environments.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

20
20
years of professional experience

Work History

Senior Retail Relationship Banker

BMO Bank N.A.
07.2016 - Current
  • Developed strong relationships with clients by offering tailored solutions to their financial goals.
  • Collaborated with other team members to deliver seamless banking experiences for customers.
  • Managed branch operations efficiently, ensuring compliance with industry regulations and internal policies.
  • Conducted financial analysis for clients, guiding them towards appropriate products based on individual circumstances and objectives.
  • Enhanced client loyalty by consistently delivering on commitments and meeting or exceeding expectations during interactions.
  • Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
  • Retained existing clients and attracted new ones through personalized financial product recommendations.
  • Assisted in training new hires, sharing best practices and imparting valuable industry knowledge.

Service Manager

BMO Bank N.A.
09.2007 - 07.2016
  • Resolved customer complaints in professional and timely manner.
  • Met with customers to discuss service needs and offer available solutions.
  • Resolved escalated customer complaints professionally, turning potentially negative experiences into opportunities for continued patronage.
  • Hired, trained and supervised team of service staff members to meet business goals.
  • Conducted regular performance evaluations for staff members, offering constructive feedback and facilitating professional development opportunities.
  • Ensured compliance with industry regulations by staying current on relevant updates and adjusting company policies accordingly.

Business Banker Coordinator II

M&I Bank
03.2005 - 09.2007
  • Coordinated with various departments to ensure seamless delivery of banking services across all channels.
  • Maintained comprehensive knowledge of banking products and services, ensuring accurate and informed recommendations for clients.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Facilitated communication between clients and bank personnel, resolving issues quickly while maintaining client trust.
  • Delivered exceptional customer service by responding promptly to inquiries and providing accurate information about products and services offered by the bank.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Entered data, generated reports, and produced tracking documents.
  • Gathered and organized materials to support operations.

Education

Chandler High School
Chandler, AZ

No Degree -

Maricopa Community Colleges, Chandler-Gilbert Community College
Chandler, AZ

Skills

  • Branch operations
  • Cash handling expertise
  • Banking software proficiency
  • Multitasking
  • Conflict resolution
  • Customer complaint resolution
  • Professionalism
  • Problem-solving aptitude
  • Client relations
  • Interpersonal skills
  • Analytical thinking

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments

  • Supervised team of 7 staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Work Preference

Work Location

Hybrid

Important To Me

Flexible work hoursHealthcare benefitsWork from home option401k matchStock Options / Equity / Profit SharingCareer advancementWork-life balanceCompany CulturePersonal development programsPaid time offPaid sick leave

Timeline

Senior Retail Relationship Banker

BMO Bank N.A.
07.2016 - Current

Service Manager

BMO Bank N.A.
09.2007 - 07.2016

Business Banker Coordinator II

M&I Bank
03.2005 - 09.2007

Chandler High School

No Degree -

Maricopa Community Colleges, Chandler-Gilbert Community College

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