Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Lisa Culver

Scottsdale,AZ

Summary

Achievements include improving sales, profit and service metrics through hands-on and proactive leadership of team members and strategic plans. Motivational and hardworking manager with expertise in service processes and marketing campaigns. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

15
15
years of professional experience

Work History

Retail Banking Manager

New York Community Bank
01.2023 - 09.2023
  • Met with clients to assess needs and propose customized solutions to place clients in a better financial position.
  • Identified, marketed and recommended bank products and services to achieve branches goals and regional expectations.
  • Delivered exceptional experience and maintained productive relationships with area small businesses.
  • Provided leadership through positive coaching and encouragement of team to grow branches portfolio to increase sales and revenue.
  • Complied with established internal controls and policies.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Actively engaged in non-profit organizations by giving back to the communities in which we serve.


Assistant Branch Manager, Operations

New York Community Bank
02.2011 - 01.2023
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • 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 to help improve skills, achieve daily objectives, and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Developed sales strategy to meet established sales objectives.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Coached and developed branch staff by offering constructive feedback and [Type] training opportunities.
  • Implemented process improvements to increase productivity.

Financial Services Associate

New York Community Bank
03.2010 - 02.2011
  • Developed and maintained database of records to facilitate smooth transactions for financial processes.
  • Administered account transactions and responded to customer inquiries concerning financial products.
  • Administered account transactions with customers and assisted in generating sales opportunities.
  • Opened accounts for new and existing customers and assisted customers in completing application forms.
  • Performed ATM deposits, withdrawals, check deposits and check cashing.
  • Maintained knowledge of new investment products and assisted in developing sales strategies.
  • Maintained financial health of organization.
  • Opened and closed accounts as required.
  • Responded to inquiries from clients and provided financial advice to drive fiscal growth.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Audit Coordinator

Desert Hills Bank
09.2008 - 03.2010
  • Assessed financial, accounting and operational controllership for both risks and opportunities.
  • Analyzed data across large sets against designed controls and processes.
  • Conducted financial, operational and compliance audits.
  • Supported FCIS audits with expert assistance and coordination.
  • Presented results of audits to senior site and division management.
  • Performed auditing work in accordance with rigorous auditing standards and principles.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Followed established auditing processes to meet internal and regulatory requirements.
  • Conducted financial, compliance and operational audits.
  • Produced and reviewed audit reports for submission to inspector general and advised on audit recommendations and internal controls.

Education

Associate of Arts - Administrative Assistance And Secretarial Science

Berkeley Clairmont Business School
Hicksville, NY
08.1978

Skills

  • Banking Standards
  • Consultative Sales Approach
  • Small Business Products
  • Revenue Generation
  • Team Coaching
  • Customer Relationship Management
  • Employee Performance Reviews
  • Business Solution Development
  • Sales Coaching
  • Operational Efficiency
  • Lead Prospecting
  • Customer Transactions
  • Effective Communication

Languages

English

Timeline

Retail Banking Manager

New York Community Bank
01.2023 - 09.2023

Assistant Branch Manager, Operations

New York Community Bank
02.2011 - 01.2023

Financial Services Associate

New York Community Bank
03.2010 - 02.2011

Audit Coordinator

Desert Hills Bank
09.2008 - 03.2010

Associate of Arts - Administrative Assistance And Secretarial Science

Berkeley Clairmont Business School

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Lisa Culver