Summary
Overview
Work History
Education
Skills
Performancehighlights
Accomplishments
Certification
Timeline
Generic

Tabetha L Colbert-Jones

Oak Park,Illinois

Summary

Accomplished Branch Manager with a proven track record at BMO Bank, enhancing operational efficiency and driving revenue growth. Expert in operations management and interpersonal skills, I have successfully led teams to exceed sales goals and significantly improve customer satisfaction. Leveraging strong analytical abilities and a keen understanding of risk analysis, I have consistently identified and capitalized on opportunities to boost profitability and market share.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Branch Manager

BMO Bank
CHICAGO, IL
01.2023 - Current
  • Identified opportunities for process improvement initiatives within the branch.
  • Analyzed financial results to prepare variance reporting to functional groups.
  • Reviewed loan applications to ensure accuracy and compliance with regulations.
  • Designed sales and service strategies to improve revenue and retention.
  • Resolved escalated customer complaints in a timely manner.
  • Provided feedback on employee performance evaluations conducted by supervisors.
  • Developed strategies to increase customer satisfaction and loyalty.
  • Conducted reviews and evaluations for cost-reduction opportunities.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Conducted regular performance reviews for all employees in the branch.
  • Communicated with stockholders or other investors to provide information or raise capital.
  • Established strong working relationships with external partners such as vendors and suppliers.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Implemented internal control procedures to minimize risk exposure and maximize profitability.
  • Created and updated financial reports on frequent basis to present information to leadership teams.
  • Increased efficiency and drove branch revenue by optimizing daily operations.
  • Worked with cross-functional teams to achieve goals.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.

Retail Relationship Banker

BMO Harris Bank
Chicago, IL
11.2007 - Current
  • Best Practice of the Brilliants of the Basic to achieve a high TS score
  • Deepen new and existing relationships through profiling and uncovering additional needs
  • Collaborate with line of business partners to obtain and submit qualifying referrals
  • Providing customers the knowledge, tools, and information, as well as, assist and guide them to attain their financial goals
  • Contacting existing customer leads and new client base via cold calls for voice to voice, setting appointments for face to face and future face to face meetings
  • Utilizing TPSS to profile customer, open account, process maintenance request, close accounts, input service request, process claims, initiate wires and approve wires within limits
  • Skillful in directives and procedures, compliance, ABA training, adequate dual control coverage, and safeguarding client confidential documentation
  • Contribute in weekly, monthly, and quarterly sales expectations and strive to exceed personal sales goals

Service Manager

BMO Harris Bank
Chicago, IL
12.2007 - 11.2020
  • Effectively coached, lead and trained the team to deliver exceptional service to our customer
  • Proactively analyzed customer's issues that escalate to managerial role by critical thinking, problem solving, organizational skills, and experience
  • Collaborated with internal departments and external lines of business by identifying, researching and escalating issues that require resolution to resolve in a timely manner
  • Overseen bank application, branch self-audits, attestation and branch assessments per directives and procedures meeting all requirements
  • Initiated wire transfers for the Branch Manager and Bankers
  • Support effective utilization to detect fraud, using the necessary tools and reports to prevent, detect and manage fraud losses
  • Participate in ongoing training to develop and maintain knowledge and skills to have continued success in operational excellence
  • Excelled in service line goals and effectively coached to surpass the SRC set for individuals as well as the team

Senior Teller/ Teller Supervisor

BMO Harris Bank
Chicago, IL
12.2003 - 12.2007
  • Provided leadership to tellers by training and coaching in absence of manager
  • Ensured team met all audits, compliance training, security training, privacy training and regulatory procedures
  • Protected Bank's assets and maintain the quality of the lending portfolio by ensuring adherence to lending process requirements, and established yield, quality, diversification and risk guidelines
  • Analyzed fraudulent account behaviors/transactions to determine root cause of loss
  • Performed analysis on customer account to identify potential fraudulent operations
  • Comprehended internal systems that correspond with information available to ensure the appropriate evidence is obtained and documented
  • Identified opportunities to help our client's financial wellness grow

Statement Processor II

BMO Harris Bank
Lombard, IL
09.2002 - 12.2003
  • Specialized in handling statements that required attention to detail from other countries
  • Filed over 50,000 checks daily in sequence order
  • Presented statement to mailing room to be mailed by deadlines
  • Supported varies operational departments including, lockbox, loans, and help desk

Education

Associate of Arts - Criminal Justice

Triton College
River Grove, IL
01.2010

Skills

  • Operations Management
  • OFAC
  • BSA/AML
  • Sales Leadership
  • Interpersonal skills
  • Learning skills
  • MS Office
  • MS Excel
  • Windows XP
  • MS Outlook
  • MS Access
  • Metrics
  • Scorecards
  • KYC
  • Audit Compliance
  • Account analysis expertise
  • Sales professional
  • Training and development
  • Financial administration
  • Revenue generation
  • Market research
  • Risk analysis
  • Product training
  • Verbal/written communication
  • Security and safety protocols
  • Business development
  • Strong team-builder
  • Strong interpersonal skills
  • Financial oversight

Performancehighlights

  • Four years of consistent performance in the top 10% of all Service Managers in the Chicago, IL region.
  • 6 Years of audit and compliance mitigation with controllable loss at the branch level.
  • Selected as part of the conversion team for converting over 70 branches from Marshall & Ilsley Bank to BMO Harris Bank N.A.
  • Elected Branch Champion for the Branch Capture Rollout.
  • Accompanied Regional Operational Manager for branch audits in the region.
  • Appointed Branch Manager in absence of Manager for Chicagoland location.

Accomplishments

  • Top performance in Q4 for the city region
  • Q2 Recognition in the Chicago South Market for the most approved business loan

Certification

  • Managing
  • Lending
  • AML
  • Business

Timeline

Branch Manager

BMO Bank
01.2023 - Current

Service Manager

BMO Harris Bank
12.2007 - 11.2020

Retail Relationship Banker

BMO Harris Bank
11.2007 - Current

Senior Teller/ Teller Supervisor

BMO Harris Bank
12.2003 - 12.2007

Statement Processor II

BMO Harris Bank
09.2002 - 12.2003

Associate of Arts - Criminal Justice

Triton College

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Tabetha L Colbert-Jones