Kim Montgomery, Vice President, Healthcare Originations Leader, TIAA Bank
Kim Montgomery is known for her love of new challenges, problem solving skills and passion about customer relationships. She began her career in 1994 as a regional sales manager in U.S. Bank’s office equipment finance business and was recognized for her ability to develop vendor business. Her experiences at U.S. Bank grew when she was invited to join the leadership team at Manifest Funding Services and was promoted to lead its healthcare vendor team and later tasked with launching a capital markets healthcare lending division.
VISION FOR THE FUTURE:
“This is a great industry that provides challenging and rewarding careers for people of all different backgrounds and skill sets. My vision for the industry is that we as leaders would continue to promote the opportunities available to attract diverse new talent. It’s up to us to create an environment that welcomes diversity and attracts the next generation of industry leaders.”
After building a record of success over 17 years at U.S. Bank, she joined TIAA Bank, formerly EverBank, because she was drawn to the entrepreneurial spirit of the company’s vendor equipment finance team. Over the course of her decade-long career at TIAA Bank, she has continued seeking opportunities to grow and expand, leading business development, capital markets originations and now the bank’s healthcare vendor originations team.
“Kim drives great results from her team because they respect her leadership and enjoy working for her,” Justin Tabone, senior vice president at TIAA Bank, says. “Not only is Kim widely respected by her team, but she is also a valued member of our vendor equipment finance leadership team. This respect has been derived from her ability to collaborate well with other functional leaders to drive the necessary initiatives to support the financing needs of our vendor partners.”
Montgomery is focused on driving a strong digital customer experience for TIAA Bank’s healthcare vendor partners. Over the last year, she has driven enhancements to various digital tools, including the launch of a vendor website application. Through the height of the COVID-19 pandemic, Montgomery expertly worked to minimize any disruption for vendor partners and ensured that the payment deferment and financing needs of the bank’s customers continued to be met.
Montgomery is passionate about empowering the voices of women in the TIAA Bank organization and in her own community. She currently co-leads TIAA’s “Lean in Circle,” a small group led by women discussing important career and life-work balance topics. She is also a founding member of “The 25,” a program launched by her alma mater, Bethel University, to empower female students to use their strengths, passions and skills to reach their full potential.
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