Lisa Cleary
Tiverton,RI
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Branch Manager, VP
Bankfive
03.2001 - 06.2023
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks while streamlining processes.
- Complied with regulatory guidelines and requirements.
- Consulted customers to boost product sales and services weekly.
- Engaged employees in business processes with positive motivational techniques.
- Increased branch growth yearly 10% through collaboration with sales and marketing departments.
- Managed branch in excess of 88 million in assets.
- Responsible for the opening of all personal & business accounts; checking, savings, CD's, MM's & IRA's.
- Received & processed all loan requests; personal, heat, auto, collateral, and home equity loans.
- Assist with online banking, debit cards & credit card requests.
Assistant Branch Manager
BankFive
09.1988 - 03.2001
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff of 6 to help improve skills, achieve daily objectives, and attain advancement.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Collaborated with tellers, to help achieve individual goals.
- Responsible for opening of all new accounts & processing loan applications.
- Received Five Star Award.
Teller
Bankfive
01.1985 - 09.1988
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Maintained accurate records of customer transactions in line with bank procedures.
- Received Five Star Award.
Education
High School Diploma -
Tiverton High
Tiverton RI06.1982
Skills
- Multitasking Abilities
- Dependable and Responsible
- Attention to Detail
- Excellent Communication Skills
- Core Banking
- MS Word & Excell
- Salesforce
- Decision Lender
- Encompass
- Synergy
- Compliance One
Certification
School of Financial Studies sponsored by Massachusetts Bankers Association certification of graduation 04/2022.
Additional Information
Massachusetts Notary Public
Timeline
Branch Manager, VP
Bankfive
03.2001 - 06.2023
Assistant Branch Manager
BankFive
09.1988 - 03.2001
Teller
Bankfive
01.1985 - 09.1988
High School Diploma -
Tiverton High
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