Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Jennifer Montella

New Middletown,OH

Summary

Top-notch Financial Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Business-minded relationship banker bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.

Personable New Accounts Representative with 37 years' experience in banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

21
21
years of professional experience

Work History

Financial Relationship Banker

Huntington Bank
12.2016 - Current
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Responded to customer requests for products, services, and company information.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Continually boosted branch production and revenue by 100% by consistently meeting all monthly and quarterly sales goals

REO Specialist

Chemical Bank FKA: Talmer Bank
09.2009 - 12.2016
  • Cultivated strong relationships with agents, lenders and title companies.
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Helped clients navigate transactions, complete paperwork and finalize sales or purchases.
  • Generated leads and qualified prospects, facilitating smooth property transactions.

EFT Specialist

Talmer Bank
04.2005 - 09.2009
  • Worked in fast-paced environment and followed risk protocols to avoid losses and maintain accuracy.
  • Guided and directed customers regarding wire transfer status, requests, payments and obligations associated with transactions.
  • Interacted by phone and email with authorized callers and customers on outgoing requests for electronic fund transfers.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Supported management by processing invoices and documents with consistent on-time delivery.

Assistant Manager

Talmer Bank FKA: First Place Bank
07.2002 - 04.2005
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Mentored team members to enhance professional development and accountability in workplace.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Education

High School Diploma -

Beaver Local High School
East Liverpool, OH

Skills

  • Sales Expertise
  • Partnership Management
  • Business Development
  • Banking Operations Knowledge
  • Loans
  • Managing customer relationships

Accomplishments

I was on the Directors club for being the top performer each quarter and the whole year of 2022. With that I received a plaque and gift cards.


Timeline

Financial Relationship Banker

Huntington Bank
12.2016 - Current

REO Specialist

Chemical Bank FKA: Talmer Bank
09.2009 - 12.2016

EFT Specialist

Talmer Bank
04.2005 - 09.2009

Assistant Manager

Talmer Bank FKA: First Place Bank
07.2002 - 04.2005

High School Diploma -

Beaver Local High School

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Jennifer Montella