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Devon M. Email & Phone Number

Seasoned professional with 18 years of experience in financial services, customer service management and account management, ensuring compliance, and maintaining cash control within financial institutions.

Location: Memphis, Tennessee, United States 3 work roles

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✓ Verified Jun 2026 2 data sources Profile completeness 57%

Role

Seasoned professional with 18 years of experience in financial services, customer service management and account management, ensuring compliance, and maintaining cash control within financial institutions.

Location

Memphis, Tennessee, United States

Who is Devon M.? Overview

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Quick answer

Devon M. is listed as Seasoned professional with 18 years of experience in financial services, customer service management and account management, ensuring compliance, and maintaining cash control within financial institutions. based in Memphis, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Devon M..

Devon M. previously worked as Customer Account Associate I, II, Customer Account Specialist at Raymond James and Branch Services Rep I, II, Branch Operational Specialist at Pinnacle Bank.

Profile bio

About Devon M.

Seasoned professional with 18 years of experience in financial services, customer service and account management, seeking a role as a Customer Service Specialist. Expertise in supervising activities, ensuring compliance, and maintaining cash control within financial institutions. Demonstrated excellence in public relations, processing audits, and supporting financial advisors, ensuring high levels of customer satisfaction in person & remote atmospheres. Open to various modes of collaboration, including in-person, virtual, and a combination of both, as well as independent work.

3 roles

Devon M. work experience

A career timeline built from the work history available for this profile.

Customer Account Associate I, Ii, Customer Account Specialist

Raymond James

Acted as a liaison between branch offices and corporate headquarters, ensuring effective communication in a call center setting.
Monitored and enforced adherence to financial regulations and firm policies to protect all stakeholders.
Maintained accurate records for regulatory compliance and communicated necessary actions to financial advisors regarding client accounts.
Resolved an average of 200 daily inquiries from financial advisors and associates, delivering exceptional customer service.
Handled escalated client issues and requests to ensure strategic priorities are met by phone calls, chat, email and email ticket support
Managed high-priority executive client accounts, responding to issues and requests through multiple communication channels.

Sep 2015 - Jan 2023

Branch Services Rep I, Ii, Branch Operational Specialist

Pinnacle Bank

Oversaw activity compliance with established procedures, ensuring accurate cash control and individual accountability.
Conducted monthly and quarterly audits to maintain branch operational integrity and adherence to regulations.
Perform all aspects of new account opening procedures for all Bank products/services.Reconcile and balance teller cash drawer.Assist with branch operations duties such as review reports, callback, certifications.
Aid bank customers with the installation and usage of mobile applications and functions
Educate bank customers on the usage of digital payment systems, including bill payments and person-to-person payments
Assist in resolving issues related to eBanking systems, services, and products for branch staff

Jun 2010 - Jun 2015

Member Service Representative

First South Financial Credit Union

Assisted clients with loan application processes, ensuring comprehension of terms and efficiency.
Managed cash supply through ordering from the Federal Reserve to meet daily operational needs.
Processed financial transactions and payroll with precision, upholding high customer service standards.
Ensured compliance with procedures, maintaining accurate cash control and accountability.
Conducted regular audits to uphold branch operational integrity and regulatory adherence.
Facilitated new account openings, offering comprehensive support for various bank products and services.

Jun 2007 - Jun 2010

FAQ

Frequently asked questions about Devon M.

Quick answers generated from the profile data available on this page.

What is Devon M.'s role at their current company?

Devon M. is listed as Seasoned professional with 18 years of experience in financial services, customer service management and account management, ensuring compliance, and maintaining cash control within financial institutions..

Where is Devon M. based?

Devon M. is based in Memphis, Tennessee, United States.

What companies has Devon M. worked for?

Devon M. has worked for Raymond James, Pinnacle Bank, and First South Financial Credit Union.

How can I contact Devon M.?

You can use AeroLeads to view verified contact signals for Devon M., including work email, phone, and LinkedIn data when available.

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