Brooke Mclees
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Brooke Mclees Email & Phone Number

Intermediate Representative, Client Service at BNY Archer
Location: Three Forks, Montana, United States 6 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Intermediate Representative, Client Service
Location
Three Forks, Montana, United States

Who is Brooke Mclees? Overview

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Brooke Mclees is listed as Intermediate Representative, Client Service at BNY Archer, based in Three Forks, Montana, United States. AeroLeads shows a matched LinkedIn profile for Brooke Mclees.

Brooke Mclees previously worked as Account Operations Specialist at Archer and Operations Specialist at American Bank. Brooke Mclees holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Rocky Mountain College.

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BNY Archer

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Profile bio

About Brooke Mclees

As an Account Operations Specialist at Archer, I show excellence in efficiency and optimization and client relationship management and they have become my trademark. Tasked with the strategic onboarding of new customer accounts, my daily operations involve meticulous financial reconciliations and providing top-tier customer service. My expertise in handling a high volume of account onboarding is a testament to my attention to detail and proficiency in problem-solving. I also train new hires to effectively process various transactions and tasks and offer ongoing support and assistance to help them adapt quickly and perform efficiently.Translating my experience from American Bank, where I spearheaded the transition of manual processes to remote operations, I've leveraged these skills to enhance Archer's service delivery. It's in the synergy of innovative solutions and enduring client relationships that I find the drive to exceed expectations, always with the bigger picture in mind – to help investment managers flourish through product innovation and effective cost management.

Current workplace

Brooke Mclees's current company

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BNY Archer
Bny Archer
Intermediate Representative, Client Service
Three Forks, MT, US
AeroLeads page
6 roles · 17 years

Brooke Mclees work experience

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Intermediate Representative, Client Service

Three Forks, MT, US

Account Operations Specialist

Current

In my role as an Account Operations Specialist at Archer, I remotely onboarded new customer accounts, established account processes, and conducted financial reconciliations. I also took on the responsibility of training new hires on these processes to ensure operational efficiency and client satisfaction.

Jun 2022 - Present

Operations Specialist

Three Forks, Montana, United States

I joined American Bank as an Operations Specialist, where I successfully transitioned manual processes to remote operations, including cash reconciliation and card management. By streamlining large item review processes, I improved efficiency and accuracy, ultimately enhancing customer service and operational effectiveness.

2021 - 2022 ~1 yr

Teller Supervisor

In my role as a Teller Supervisor at Stockman Bank of Montana, I led a team of 4 tellers to provide exceptional customer service, verify transactions, and manage the cash drawer. During the COVID pandemic, I implemented alternating schedules to prioritize the health and safety of our staff and customers.

2020 - 2021 ~1 yr

Teller

In my role as a Teller at Manhattan Bank, I was responsible for delivering exceptional customer service by verifying transactions, ensuring compliance, and managing the cash drawer. I worked closely with a team of 5 tellers to provide efficient and accurate banking services to our patrons.

2019 - 2020 ~1 yr

Senior Healthcare Documentation Analyst

In my role as a Senior Healthcare Documentation Analyst at M*Modal, I oversaw a team of transcriptionists, ensuring accurate and compliant transcriptions for healthcare providers. I conducted quality assurance reviews, provided educational trainings, and maintained client relationships across various medical specialties.

2009 - 2019 ~10 yrs
1 education record

Brooke Mclees education

FAQ

Frequently asked questions about Brooke Mclees

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What company does Brooke Mclees work for?

Brooke Mclees works for BNY Archer.

What is Brooke Mclees's role at BNY Archer?

Brooke Mclees is listed as Intermediate Representative, Client Service at BNY Archer.

Where is Brooke Mclees based?

Brooke Mclees is based in Three Forks, Montana, United States while working with BNY Archer.

What companies has Brooke Mclees worked for?

Brooke Mclees has worked for Bny Archer, Archer, American Bank, Stockman Bank Of Montana, and Manhattan Bank.

How can I contact Brooke Mclees?

You can use AeroLeads to view verified contact signals for Brooke Mclees at BNY Archer, including work email, phone, and LinkedIn data when available.

What schools did Brooke Mclees attend?

Brooke Mclees holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Rocky Mountain College.

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