Julie Lisenby-Sweeney
La Pine,Oregon
Summary
Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals.
Overview
10
10
years of professional experience
Work History
Quality Control Specialist
Mid Oregon Credit Union
03.2024 - Current
- Ensures that the Credit Union's operations are conducted according to the highest standards by performing internal audits and reviewing periodic reports
- Ensures the Credit Union is in compliance with applicable laws and regulations, reducing regulatory, legal and reputation risk.
Assistant Branch Manager
Regions Bank
08.2021 - 03.2024
- Provides consistent optimal customer experience, which can include tasks of greeting customers and processing appropriate transactions
- Educated and advised customers on Regions' Consumer and Business products and services, including all deposit and loan types
- Consistently finishing over 85% quarterly amongst peers for profit equivalency performance and loan production
- Oversees branch operational and compliance-related tasks, ensuring branch team understands procedural changes as they occur
- Improved branch performance from an under 70% branch audit in 2021 to an over 90% in 2022 by revamping operational procedures
- Maintained active NMLS, Florida Notary and Florida Annuity License.
Community Branch Banker, III
BB & T Now Trusit Financial
01.2020 - 06.2021
- Responsible for exceptional client service while opening new retail and business accounts to include checking, savings, IRA, estate and trust accounts
- Additional banker responsibilities include taking credit applications for unsecured and secured loans, lines of credit and credit cards
- Consistently provided cross selling opportunities by referring clients to investments, insurance, and merchant services departments
- Cross trained as a teller which consisted of deposits, withdrawals, and issuing official checks and money orders.
Branch Operations Manager-MLO
Navy Federal Credit Union
03.2014 - 09.2019
- Responsible for consistent and excellent member service by helping establish new consumer and business memberships, open accounts, service existing accounts and apply for loans including mortgages
- Cross sold additional products and services, such as credit cards, high yield savings accounts and certificates
- Completed teller transactions such as deposits and withdrawals and helped prevent fraud
- Maintained a North Carolina Notary and a Signature Guarantee
- Acted as a vault custodian which consisted of opening and closing branch, maintaining cash levels, and ATM auditing and balancing
- Consistently managed scheduling and maintaining branch operations as well as interviewing for new hires
- Provided mentorship by training, developing and coaching
- Additionally served as an IRA Specialist as well as a Bank Secrecy Act subject manner expert
- Consistently helped team meet performance goals and exceeded expectations for mystery shops and branch experience surveys by frequently receiving high scores.
Education
Bachelor of Science - Business Administration
Oregon State University
Corvallis, OR06.2014
High School Diploma -
La Pine High School
La Pine, OR06.2006
Skills
- Time Management
- Active Listening
- Relationship Management
- Excellent Communication
- Accountability
- Open Minded
- Analytical
- Adaptability
- Relationship Building
- Goals and performance
- Workload Management
- Attention to Detail
Timeline
Quality Control Specialist
Mid Oregon Credit Union
03.2024 - Current
Assistant Branch Manager
Regions Bank
08.2021 - 03.2024
Community Branch Banker, III
BB & T Now Trusit Financial
01.2020 - 06.2021
Branch Operations Manager-MLO
Navy Federal Credit Union
03.2014 - 09.2019
Bachelor of Science - Business Administration
Oregon State University
High School Diploma -
La Pine High School
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