Monya Moyer Email & Phone Number

Ensures that organizational level projects within respective divisions, and other projects assigned by the Senior Vice President are completed through the use of established project management methodology.• Responsible for project planning, tracking, and completion. Identifies scope of projects, identifies resources required, develops timeline, monitors progress, ensures timely completion and conducts de-briefs.• Tracks project interdependencies, milestones and deliverables to ensure successful completion.• Functions as the main project liaison and central point of contact between the Division and other areas within the credit union and generally serves in this capacity with vendors.• Works closely with SVP and VPs within the division to develop standards, procedures and policies to ensure effective attainment of division objectives.• Works collaboratively with other Division Project Managers as well as other staff to ensure mutual attainment of goals and that the Division provides and receives cross-divisional support. • Manages the Division programming queue and works closely with programming to ensure priorities are maintained and hours are allocated appropriately.• Responsible for testing and validation of programming jobs and timely flow of jobs into production.• Participates in the development and implementation of strategic initiatives for the Division.• Conducts research within the credit union and externally to supportDivision needs.• Participates in identifying and selecting vendors for services required by the division and is often the primary contact for the Division in vendor relationships, implementations and problem resolution.

Supervises the Member Services team toward set department service goals as well as providing operational and procedural support to the branches and back office departments. Expert in both basic and complex operational policies and procedures including IRA, fiduciary, decedent and dormant accounts. Knowledgeable in compliance as it relates to accounts, transactions, share insurance, policy & procedure updates and disclosure requirements. Assists the Division Project Manager and Member Services Manager by creating reports, performing validation, writing specs, submitting and managing programming work-order requests, attending vender meetings, proofreading communications, and assisting with presentations. Responsible for managing annual projects such as tax reporting for the credit union, and escheating accounts. Ensures projects are completed within regulated timeframes and with zero controllable errors. Collaborates with the programming department, computer operations, marketing, e-commerce and lending to ensure that new and promotional products are rolled out to the branch and back office network in an efficient and effective manner with minimal negative impact to any one of those areas or to our membership. Serves as the primary operational contact for the creation of teller system enhancements, including ensuring the integrity of the teller system and creating processes for streamlining front line, platform, and back office processing. Personal banker

Managed customer portfolios, serviced relationships and cross-sold products and services that optimized earnings and benefits while minimizing fees. Reached out into the community by placing outbound phone calls to existing clients, visiting businesses, and conducting educational seminars. Met challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank. Sold certain investments as a licenced Insurance Producer.

Provided operational & procedural support to the branch network and other back-office departments, while exceeding set Internal Service Survey goals. Maintained knowledge of products and services, as well as regulatory compliance as it relates to account administration, IRAs, tax reporting, fiduciary, and deceased accounts.Assisted the Member Services Operations Coordinator by validating reports, writing specs, and submitting work-order requests to the programming department.Performed end-of-month statement validation, weekly and monthly dividend validation, monitored IRA contributions and distributions, and made corrections as needed.Fulfilled mailed-in requests by members including opening new accounts, account file maintenance, IRA transfers, and other transaction requests.