Jerry Ray Montgomery
Avondale,AZ
Summary
Dynamic and professional individual with a successful track record at JP Morgan Chase Bank. Excels in developing strong customer relationships and efficiently managing documents. Consistently achieves call quality scores of over 85%, utilizing excellent interpersonal communication skills and proficiency in Microsoft Office. Skilled in engaging with clients and adept at multitasking, consistently exceeds employer expectations.
Overview
13
13
years of professional experience
Work History
Account Specialist II
JP Morgan Chase Bank
Tempe, AZ
07.2022 - Current
- Upheld established standards for call center performance.
- Ensured compliance with department protocols while handling all call types.
- Handled telephone-based customer concerns efficiently.
- Delivered foundational banking knowledge specializing in auto lease products.
Collections Specialist
Truist Bank
Phoenix, AZ
05.2019 - 07.2022
- Managed calls for the collection of past due accounts.
- Implement tracking techniques to find customers.
- Exceed expected standards for call handling.
- Consistently upheld call quality scores above 85%.
Operations Executive
Community Tax Group LLC
Mesa, AZ
01.2019 - 04.2019
- Collaborated on operational support tasks to achieve common goal.
- Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
- Coordinated seamless communication between departments, resulting in enhanced collaboration efforts across the organization.
- Oversaw daily operations activities, ensuring smooth functioning across all departments while maintaining high-quality standards.
Digital Services Specialist
Bank of America
Phoenix, AZ
02.2016 - 01.2019
- Resolved technical issues communicated through incoming calls.
- Resolved technical problems affecting internal employees.
- Resolved problems on the company's website.
- Generated practical ideas to maintain enterprise satisfaction.
Sales Associate I
Springleaf Financial
Phoenix, AZ
03.2015 - 02.2016
- Made at least 80 outbound contacts per day focusing on customer acquisition.
- Researched systems to find competitive loan choices.
- Boosted revenue through effective upselling techniques.
- Consistently met daily and monthly targets through effective multitasking.
Sales Representative
Wells Fargo Bank
Tempe, AZ
01.2014 - 03.2015
- Conducted above 100 customer outreach efforts for sales initiatives.
- Leverage multiple screens for multitasking and productivity.
- Exceeded set benchmarks consistently.
- Enhanced revenue by identifying optimal product matches.
- Developed personalized solutions for consumer satisfaction.
- Managed processing of product applications.
- Assisted customers in understanding service benefits.
- Contributed to a credit card pilot program for enhanced compliance measures.
- Addressed surplus accounts in the credit card department.
- Managed the end-to-end payment setup process.
Customer Service representative
JP Morgan Chase Bank
Phoenix, AZ
04.2013 - 01.2014
- Maintained adherence to schedule and attendance policies.
- Managed incoming calls adhering to departmental guidelines.
- Addressed issues and provided solutions through phone communication.
- Applied elementary expertise in mortgage products.
Personal Banker
Wells Fargo Bank
San Antonio, TX
05.2012 - 03.2013
- Clarified client queries on financial plans and strategies.
- Analyzed client financial data to identify optimal strategies for achieving objectives.
- Guided clients through the diverse functions performed by financial advisors.
- Achieved high levels of customer satisfaction by effectively selling products and services.
Education
Bachelors - Business Administration
Purdue University Calumet
Hammond, INBachelors - Business Management
University of Phoenix
Phoenix, AZBachelor - Cyber Security
University of Arizona
Tucson, AZSkills
- Account administration
- Customer relationship development
- Document management
- Microsoft office proficiency
- Interpersonal communication
- Teamwork and collaboration
- Time management
- Attention to detail
- Multitasking
- Task prioritization
- Client engagement
- Documentation skill
- Customer engagement
Timeline
Account Specialist II
JP Morgan Chase Bank
07.2022 - Current
Collections Specialist
Truist Bank
05.2019 - 07.2022
Operations Executive
Community Tax Group LLC
01.2019 - 04.2019
Digital Services Specialist
Bank of America
02.2016 - 01.2019
Sales Associate I
Springleaf Financial
03.2015 - 02.2016
Sales Representative
Wells Fargo Bank
01.2014 - 03.2015
Customer Service representative
JP Morgan Chase Bank
04.2013 - 01.2014
Personal Banker
Wells Fargo Bank
05.2012 - 03.2013
Bachelors - Business Administration
Purdue University Calumet
Bachelors - Business Management
University of Phoenix
Bachelor - Cyber Security
University of Arizona