Summary
Overview
Work History
Education
Skills
Timeline
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Leslie Lawrence

Princeton

Summary

Experienced professional with 10 years of expertise in financial management, customer service, and process improvement. Known for strong interpersonal skills, effective communication, and a collaborative approach to problem-solving. Passionate about serving the community and fostering positive relationships, with a proven track record of ensuring compliance and enhancing operational efficiency. Excited to bring financial expertise and a community-focused mindset to a meaningful role in city government.

Overview

11
11
years of professional experience

Work History

Senior Personal Financial Assistant

InTouch Credit Union
02.2020 - 01.2021
  • Provided staff coaching, mentoring and consultation to enhance performance and professional development.
  • Reviewed financial statements and contacted institutions and customers to clarify details.
  • Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
  • Handled any conditions sent from underwriting departments.
  • Provided quick turnaround times to maintain fast-past schedule.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.

Personal Financial Assistant II

InTouch Credit Union
08.2019 - 02.2020
  • Assisted clients with personalized financial solutions, including account management, loan applications, and investment options.
  • Built and maintained strong client relationships by understanding customer needs and recommending appropriate banking products and services.
  • Ensured compliance with banking regulations and company policies while managing complex financial transactions.
  • Delivered exceptional customer service, resolving client concerns and providing guidance on financial planning.
  • Analyzed financial data to identify opportunities for cross-selling and enhancing customer portfolios, contributing to branch sales goals.

Customer Service Representative

Bank of America
08.2012 - 07.2019
  • Processed daily financial transactions, including deposits, withdrawals, and payments, ensuring accuracy and compliance with banking regulations.
  • Delivered exceptional customer service by addressing inquiries, resolving issues, and promoting financial products tailored to client needs.
  • Maintained meticulous attention to detail in cash handling and balancing drawers, consistently achieving error-free audits.
  • Built strong relationships with customers through effective communication and a customer-focused approach.
  • Collaborated with team members to streamline processes and enhance overall branch efficiency.

Shift Leader Manager

Palm Beach Tan
08.2009 - 01.2011
  • Welcomed clients and provided excellent customer service by assisting with appointments, answering inquiries, and promoting salon services and products.
  • Managed scheduling and ensured timely service delivery for a seamless customer experience.
  • Processed transactions accurately, including sales, memberships, and product purchases, while maintaining cash handling precision.
  • Maintained a clean and organized front desk area, ensuring a professional and inviting atmosphere for customers.
  • Educated clients on tanning packages, products, and safety protocols to enhance their experience and satisfaction.

Education

High School Diploma -

McKinney Boyd

Associate of Arts -

Collin College
McKinney, TX
08-2025

Skills

    Problem Solving

    Creative Mindset

    Can-do-Attitude

    Self Starter

    Multitasking

    Typing 45-50 WPM

    Professionalism

    Attention to Detail

    Time Management

    Staff Training

    Technical Skills

    Foster and Maintain Relationships

Timeline

Senior Personal Financial Assistant

InTouch Credit Union
02.2020 - 01.2021

Personal Financial Assistant II

InTouch Credit Union
08.2019 - 02.2020

Customer Service Representative

Bank of America
08.2012 - 07.2019

Shift Leader Manager

Palm Beach Tan
08.2009 - 01.2011

High School Diploma -

McKinney Boyd

Associate of Arts -

Collin College

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Leslie Lawrence