Summary
Overview
Work History
Education
Skills
Timeline
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Nikita Montgomery

Jackson

Summary

Results-driven professional skilled in developing strategic plans and ensuring compliance adherence. Demonstrated success in improving operational efficiency and managing customer service inquiries, contributing to enhanced client experiences and overall business growth. Proficient in financial analysis and effective communication, with a strong background in client portfolio management. Known for cultivating robust client relationships and delivering personalized banking solutions. Seasoned Managing Associate with background in driving operational excellence and team leadership. Proven ability to streamline processes, optimize productivity, and foster professional growth within teams. Recognized for strategic planning skills and ability to deliver significant impact in previous roles. Committed to creating environments that support collaboration and offer solutions that drive continuous improvement.

Overview

20
20
years of professional experience

Work History

Managing Associate/Senior Relationship Banker

Amsouth/Regions Bank
Jackson
08.2005 - 08.2025
  • Assisted in developing strategic plans for operational improvements.
  • Coordinated team schedules to ensure optimal staff coverage and efficiency.
  • Implemented training programs for new employees to enhance skill sets.
  • Monitored inventory levels and recommended reorder points for supplies.
  • Managed customer service inquiries and complaints in a timely manner.
  • Supervised daily operations including scheduling shifts, assigning duties.
  • Maintained up-to-date knowledge of company products and services.
  • Ensured compliance with safety regulations and company policies.
  • Collaborated with management on developing strategic plans for achieving business goals.
  • Organized training sessions for new hires to familiarize them with the workplace environment.
  • Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Delegated work to staff, setting priorities and goals.
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Planned and led team meetings to review business results and communicate new and ongoing priorities.
  • Cultivated strong client relationships through personalized banking solutions.
  • Advised clients on financial products and services to meet their needs.
  • Collaborated with teams to streamline account opening processes for efficiency.
  • Managed client portfolios, ensuring comprehensive service delivery and satisfaction.
  • Conducted regular reviews of client accounts to identify opportunities for growth.
  • Resolved client inquiries and concerns promptly to maintain service excellence.
  • Ensured that all documents were accurately completed prior to submitting them for processing.
  • Performed daily account maintenance activities for a portfolio of high net worth clients.
  • Evaluated customer requests for overdrafts or line-of-credit increases.
  • Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
  • Analyzed loan applications to determine creditworthiness of prospective customers.
  • Coordinated with other departments to ensure timely processing of customer transactions.
  • Led teams in executing client onboarding processes efficiently.
  • Developed investment strategies to optimize client portfolios effectively.
  • Managed daily cash operations and balanced cash drawers accurately.
  • Supervised teller team to ensure compliance with bank policies.
  • Trained new tellers on customer service and transaction procedures.
  • Processed customer transactions efficiently using banking software.
  • Resolved customer inquiries and issues with professionalism and care.
  • Monitored teller performance and provided constructive feedback regularly.
  • Ensured adherence to security protocols during cash handling activities.
  • Monitored vault cash levels and ordered currency from the Federal Reserve Bank as needed.
  • Maintained confidentiality of customer accounts by adhering to security procedures.
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashier's checks.
  • Assisted customers in setting up online banking accounts for secure access to their funds.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Reconciled daily transactions with the general ledger system using specialized software programs.
  • Ensured proper handling of cash drawer limits according to bank policy.
  • Completed monthly audits and managed overdraft reports.
  • Conducted periodic audits of branch operations to ensure compliance with established policies.
  • Researched discrepancies between customer balances and bank records for resolution.

Education

Some College (No Degree) - Pre Medicine

Hinds Community College
Raymond, MS

Skills

  • Customer relationship management
  • Client portfolio management
  • Banking software proficiency
  • Financial analysis
  • Compliance adherence
  • Operational efficiency
  • Effective communication
  • Time management
  • Team leadership
  • Professionalism and ethics
  • Operations management
  • Staff training and development
  • Performance management
  • Risk management

Timeline

Managing Associate/Senior Relationship Banker

Amsouth/Regions Bank
08.2005 - 08.2025

Some College (No Degree) - Pre Medicine

Hinds Community College

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Nikita Montgomery