Jen Megee

Jen Megee, Director of Process Improvement

Jen brings over 25 years of banking experience from midwestern community banks and large national banks. A skilled engagement manager, Jen brings expertise as a retail banking and deposit operations executive. She has led teams in implementing and growing profitable deposit products, integrating organizations through mergers and acquisitions, on-boarding purchased accounts, and converting to different systems, including core. Her attention to detail while remaining focused on overarching strategy brings success to PRI clients.

Relevant Experience

  • Responsible for project management and consulting service delivery working with financial institutions throughout the country.
  • Primary areas of expertise are Retail and Deposit Operation including: product design, revenue enhancement, delivery and service model strategies, business development, customer service, and organizational design.
  • Analyzed and streamlined deposit operations processes to gain efficiencies to become more scalable for future acquisitions.
  • Implemented a quality assurance program that measures compliance/error rates for frontline new account opening.
  • Oversaw consumer lending, bank security and marketing in addition to retail and deposit operations.
  • Responsible for implementation of 14 workflows to streamline processes, including CD renewals, debit card limit increases, debit card travel requests, wire transfers, etc.
  • Effectively managed retail banking center geographic footprint including opening two new centers and closing one retail banking center with very little customer runoff.
  • Successfully led a deposit team through two core conversions.

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