JoAnn Montgomery

Provides operational support to members with their banking needs on multiple complex Banking products.

Handles calls on complex member relationships and executes high risk transactions, which may be manual and may require regulatory action.

Manages and executes complex decision making while prioritizing members needs and provides solutions to complex complaints and issues.

Serves as a subject matter expert and provides guidance and resources for peers.

ensures risks associated with business activities are effectively identified measured,monitored, and controlled in accordance with risk and compliance policies and procedures.

• Educated customers on available products and services, promoting cross-selling opportunities for the bank.
• Processed various transactions with accuracy and according to bank standards and legal requirements.
• Guide the members through self service with technical support
• Went above and beyond with service to promote loyalty and support bank goals.
• Resolving member complaints Reduce call escalation by informing the members on guidelines.
• Provided exceptional customer service by addressing inquiries and concerns in a timely manner.
• Managed high call volumes while maintaining professionalism and accuracy in communications.

• Prepare routine correspondence sent to the department
• Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
• Compile information for several reports
• Overhauled recordkeeping system to create a user-friendly management system and reducing data retrieval time.
• Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.
• Facilitated collaboration within the team by organizing regular meetings, maintaining meeting minutes, and tracking project progress.