Lisa Casey
Branchland
Summary
Dynamic professional with a proven track record at Fifth Third Bank, achieving 485.71% of loan goals. Ranking #2 in the peer group in the region. Skilled in Microsoft Word and adept at fostering client relationships. Recognized for training new employees and enhancing customer satisfaction, demonstrating strong leadership and communication abilities. Committed to delivering exceptional results in fast-paced environments. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations. Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Personal Banker II/Customer Service Representative
Fifth Third Bank
Huntington
06.2013 - Current
- Processed loan applications efficiently, ensuring accuracy and compliance with guidelines.
- Exceeded loan goal by 485.71% year-to-date.
- Achieved customer service levels by adhering to call protocols and referral processes.
- Managed business portfolio, servicing accounts and executing data modifications.
- Trained new employees, enhancing customer satisfaction metrics.
- Educated clients on financial products and services available.
- Guided customers through loan application requirements for successful processing.
- Ranked #2 in regional peers, achieving 108.03% revenue growth YTD.
- Exceeded my personal goals every year.
Painter
Self Employed
01.2009 - Current
- Residential and consumer house painting
Office Administrator
Lawrence County Water Company
01.1996 - 01.1998
- Bookkeeping
- Accounts Receivable
- Phone calls
Office Administrator
Orkin Pest Control
01.1992 - 01.1996
- Bookkeeping
- Cashier
- Office Administration
Retail Account Manager
Family Savings and Loan
01.1988 - 01.1992
- Organization of retail customer partnerships
- Worked applications through the approval process (input application, pulled credit reports, etc.)
- Organized growth and collection reports
Education
High School Diploma - Graduate
Buffalo High School
Wayne WV05-1988
Business Communications Certification -
Northern Wayne Vocational Center
Huntington WV05-1988
Skills
- General orientation
- WordPerfect proficiency
- Microsoft Word expertise
- Windows 11 navigation
- Custom application software
Affiliations
- Customer Service Representative of the year 2017
- On the board for President Circle 2025
Certification
- Notary Republic in WV
- NMLS # 1728339
References
References available upon request.
Timeline
Personal Banker II/Customer Service Representative
Fifth Third Bank
06.2013 - Current
Painter
Self Employed
01.2009 - Current
Office Administrator
Lawrence County Water Company
01.1996 - 01.1998
Office Administrator
Orkin Pest Control
01.1992 - 01.1996
Retail Account Manager
Family Savings and Loan
01.1988 - 01.1992
High School Diploma - Graduate
Buffalo High School
Business Communications Certification -
Northern Wayne Vocational Center
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