MEGAN TREECE
Independence
Summary
Dedicated professional with proven performance in management, leadership and communication. Detail-oriented in problem-solving and planning. Ready to make an immediate contribution to your organization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Vice President Bank Manager Ll
BMO Bank
Independence/Liberty
07.2023 - Current
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Served as the Market Champion for Bank at Work, Consumer Lending, and Employee Engagement.
- Trained and mentored new branches coming through the acquisition of Bank of the West.
- Guided branch to successfully achieve set targets through effective coaching.
Retail Relationship Banker
BMO
Independence
07.2020 - 07.2023
- Generated business through customer profiling, cross-selling, and initiating new business relationships within the community.
- Initiated quality financial wellness conversations to add value to customer relationships
- Developed in-depth knowledge of consumer and small business products and services to educate customers
- Directed daily branch operations, leading the team to exceed monthly sales goals
- Coached team to successfully provide solutions and advice to improve client financial well-being
- Serve as a Mentor and trainer for new Bankers and Associate Bankers
Personal Banking Specialist
Commerce Bank
Independence
11.2017 - 07.2020
- Manage daily tasks consistently and sought out opportunities to go beyond requirements and support business targets
- Hired and trained new team members for other locations as well as my own location
- This included entry level positions all the way up to management
- Coached my team monthly and helped create plans to help achieve their personal goals; as well as goals for the branch
- Led the region in loan sales with approximately $1.2 million in my first year
Education
NATIONAL AMERICAN UNIVERSITY
MOSkills
- Leadership
- Operations
- Employee Motivation
- Project Management
- Staff training
- Team leadership
- Coaching and mentoring
- Results-driven
- Business development
Certification
- NMLS, 163799
- Notary Commission, 12/08/24
Awards
Q1 Top Performing Banker
Accomplishments
- Elavon Merchant Services Sales Leader of 2024
- Top Performer 2023
Timeline
Vice President Bank Manager Ll
BMO Bank
07.2023 - Current
Retail Relationship Banker
BMO
07.2020 - 07.2023
Personal Banking Specialist
Commerce Bank
11.2017 - 07.2020
NATIONAL AMERICAN UNIVERSITY
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