Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Montagnino

Ashland,VA

Summary

Accomplished professional with over 20 years of financial and operational experience in the brokerage industry. With a proven track record at Truist Investment Services, (formerly BB&T), enhancing customer satisfaction and operational efficiency through expert problem-solving and effective communication. Skilled in multitasking and teamwork, I've led initiatives for process improvements and strategic training development, significantly boosting team productivity and performance. Skilled [Type] Specialist focused on maximizing [Description] success through effective use of [Skill], [Skill] and [Skill] abilities. Top-notch communicator with excellent time management, administrative and customer service skills.

Overview

24
24
years of professional experience

Work History

SENIOR BROKERAGE OPS SPECIALIST

TRUIST INVESTMENT SERVICES
01.2017 - Current
  • Process various day to day money movement transactions following all company policies and procedures to deliver quality work.
  • Support leadership by facilitating day to day work functions.
  • Subject matter expert dedicated to providing high level of customer satisfaction applying critical thinking and problem solving skills and facilitating effective communications across departments and teams to ensure efficient resolution.
  • Collaborate across department teams to achieve process enhancements, ensuring meeting firm requirements and goals.
  • Assist in developing strategic training plans, that align with long-term company goals.
  • Develop training materials to enhance staff proficiency and productivity.
  • Coach and train team members with the launch of new processes and procedures.
  • Identified to leadership the performance issues and training needed of team members;
  • Cultivate a positive and respected working relationship with teammates, internal/external departments and leaders.

Senior Account Services Margin/Transfer Associate

TRUIST/ BBT
01.2014 - 01.2017
  • Subject matter expert, increased customer satisfaction by resolving complex issues and facilitating effective communication across departments and teams.
  • Developed and implemented process strategies to increase customer satisfaction and engagement within team.
  • Analyzed, audited and reconciled various departmental reporting, ensuring clients accounts and firm remained within compliance guidelines.
  • Formatted data, for operational reimbursements in clients accounts.
  • Played an integral role in launching successful projects by coordinating tasks among team members while adhering closely to established timelines and budgets.
  • Managed overseeing and processing the Transfer process desk.

Credit Margin Operational Team Lead

Wells Fargo Advisors
03.2008 - 01.2014
  • Improved operational efficiency by streamlining processes and implementing best practices.
  • Maintained strong relationships with key partners, vendors, and internal departments to ensure smooth business operations.
  • Increased employee satisfaction by creating professional development opportunities and recognizing outstanding individual contributions.
  • Oversaw the successful execution of multiple projects simultaneously while ensuring alignment with overall business strategy.
  • Developed and executed strategic plans for continuous process improvement and risk mitigation.
  • Established clear performance expectations for team members, holding them accountable for meeting objectives while offering support as needed.
  • Enhanced team performance by providing regular feedback, coaching, and training sessions.

Operations Associate/Team Leader

Wells Fargo (formerly Wachovia)
01.2001 - 03.2008

Education

High School Diploma -

Marling High School
Marlin, TX
05.1996

Skills

  • Customer Service
  • Expert Problem Solving
  • Teamwork and Collaboration
  • Office Software experience
  • Problem-Solving
  • Multitasking
  • Organizational Skills
  • Written Communication
  • Goal Oriented
  • Problem-solving abilities
  • Effective Communication
  • Professionalism

Timeline

SENIOR BROKERAGE OPS SPECIALIST

TRUIST INVESTMENT SERVICES
01.2017 - Current

Senior Account Services Margin/Transfer Associate

TRUIST/ BBT
01.2014 - 01.2017

Credit Margin Operational Team Lead

Wells Fargo Advisors
03.2008 - 01.2014

Operations Associate/Team Leader

Wells Fargo (formerly Wachovia)
01.2001 - 03.2008

High School Diploma -

Marling High School

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Jessica Montagnino