Shannon Montgomery
Lake Isabella,CA
Summary
Seasoned Universal Ambassador from Altaone Federal Credit Union, adept in customer service and financial transactions. Excelled in relationship building, enhancing client satisfaction through expert support and product knowledge. Proven track record in team management and consumer lending, significantly contributing to business growth. Skilled in data entry and credit union operations, consistently delivering results beyond expectations.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Universal Abassador
Altaone Federal Credit Union
Kernville, CA
09.2019 - Current
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Responded to members calls and emails to answer questions about products and services.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
- Handled cash transactions securely, maintaining accurate cash drawer balances and preventing losses due to errors.
- Learned and maintained in-depth understanding of product and services to offer knowledgeable and educated responses to members questions.
- Promoted a positive work environment by fostering open communication between colleagues and supervisors.
- Served as a mentor for new hires sharing best practices contributing towards increased productivity among team members.
- Managed daily balancing tasks reducing discrepancies in accounting records while maintaining accuracy.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Reviewed loan agreements to confirm completeness and accuracy.
- Utilized existing software applications to manage schedules, track progress, and maintain records of client interactions.
- Greeted visitors entering establishment to determine nature and purpose of visit.
- Ensured that all customer data is kept confidential at all times.
- Entered new account information into computers and filed related forms and other documents.
- Maintained and built strong client relationships through quality, personalized interactions.
- Performed data entry of new accounts into banking system database.
Lead Sales Associate
Dollar General
03.2014 - 06.2018
- Handled cash register operations and customer transactions to process payments.
- Resolved customer issues promptly, ensuring satisfaction and loyalty.
- Processed and stocked merchandise in accordance with store standards.
- Greeted customers and provided product advice to increase sales.
- Trained, coached, and mentored new sales associates for maximum performance.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
Crew Member
McDonald's
01.2007 - 06.2008
- Worked front counter, drive-thru and other areas.
- Took orders, prepared meals, and collected payments.
- Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
- Worked well with teammates and accepted coaching from management team.
Sandwich Artist
Quiznos
06.2006 - 01.2007
- Greeted guests, promoted specials, and took orders.
- Operated the cash register with accuracy, ensuring proper handling of transactions.
- Kept workplace clean and organized in line with restaurant policies.
- Increased speed of service through effective multitasking and time management skills.
- Prioritized excellent communication skills to understand customer preferences accurately while minimizing errors in orders.
- Prepared and served hot and cold sandwiches based on customer preferences.
Spotlight Operator
Sierra Repetory Theatre's
05.2000 - 09.2000
- Demonstrated strong teamwork by effectively coordinating with other spotlight operators to cover all areas of the stage.
- Maintained optimal equipment performance, conducting routine inspections and addressing any technical issues promptly.
- Adapted quickly to new production requirements, learning scripts and cue sheets within tight deadlines.
- Improved audience experience by accurately tracking performers, highlighting key moments throughout shows.
Education
GED.COM
Skills
- Customer service
- Financial Transactions
- Customer support
- Credit Union Knowledge
- Call center experience
- Product Recommendations
- Money-handling abilities
- Product Knowledge
- Data entry
- Sales and upselling
- Account updating
- Team management
- Product knowledge
- Consumer lending
- Loan product promotion
- Sales pipeline maintenance
- Client relations
- Cash handling
- Relationship building and management
- Customer care experience
- Calendly program proficiency
- Marketing campaigns
- Cross-selling techniques
- Data entry proficiency
References
Colleen Bulgarelli- 760-223-6296
Tina Jose- 760-417-9420
Jenifer Humphers- 760-301-2388
Danielle Santos- 408-439-8655
Sherry Montgomery- 559-359-4075
Accomplishments
- Top performer several months in 2024
Certification
- Over twenty certification from BAI training
Timeline
Universal Abassador
Altaone Federal Credit Union
09.2019 - Current
Lead Sales Associate
Dollar General
03.2014 - 06.2018
Crew Member
McDonald's
01.2007 - 06.2008
Sandwich Artist
Quiznos
06.2006 - 01.2007
Spotlight Operator
Sierra Repetory Theatre's
05.2000 - 09.2000
GED.COM