Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
AssistantManager
Lisa Dispensiero
Open To Work

Lisa Dispensiero

Private Banker
San Marcos,CA

Work Preference

Job Search Status

Open to work
Desired start date: Flexible

Desired Job Title

Senior Premier BankerPrivate BankerPrivate Client BankerBranch ManagerFinancial Advisor Assistant

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Dallas, TXCorsicana, TXWaco, TX
Open to relocation: Yes

Important To Me

Career advancementWork-life balanceHealthcare benefitsPaid time off401k matchPaid sick leave4-day work weekWork from home optionFlexible work hours

Summary

Dynamic and results-oriented professional with extensive experience in leadership, effective communication, and collaboration across diverse business lines. Proven track record of cultivating and strengthening client relationships through tailored guidance and innovative solutions, consistently driving retention while exceeding sales and growth objectives. Committed to delivering exceptional client experiences and providing high-level support to cross-functional teams, complemented by strong customer service skills that foster lasting partnerships. Thrives in fast-paced environments with a steadfast commitment to excellence, ready to contribute to a forward-thinking organization that prioritizes empowerment, skill development, and personal growth.

Overview

20
20
years of professional experience
1
1
Certification
1
1

Series 6 License

1
1

Series 63 License

1
1

SIE License

1
1

NMLS

1
1

California State Notary License

Work History

Assistant Vice President, Senior Premier Banker

Wells Fargo
01.2024 - Current
  • Grows revenue by successfully managing a book of 500+ affluent high net worth clients with a focus on investments and deposits resulting in an increase in book balances and market growth while prospecting for other business, and referring to branch partners based on clients’ needs, including home lending, business lending, investments and wealth management
  • Provides senior leadership and guidance for other employees while coaching to the needs of clients, bank policy, operational risk, procedure, exceptional client experience, and overall success for the retail branch
  • Communicates application decisions to clients and partners, and reviews requests for re-decision of applications

Assistant Vice President (Manager on Duty), Private Client Banker, Small Business Specialist

JP Morgan Chase
08.2019 - 01.2024
  • Successfully managed a book of 350+ affluent personal/small business clients resulting in an increase of deposit and investment balances, and lending growth year over year
  • Successfully coached and trained other colleagues and employees in sales, service, bank policy and procedure
  • Demonstrated strong communication, listening, management, and team leadership aptitude, resulting in improved client and employee relations and stronger acquisition opportunities
  • Communicated application decisions to clients/bankers, reviewed requests for re-decision of applications and supported banker inquiries on policy and procedures
  • Managed and lead daily business as a Manger on Duty, including complete oversight of the branch in the absence of the branch manager; providing leadership and support
  • Grew revenue by successfully prospecting for other business, referring to branch partners based on clients’ needs, including home lending, business lending, investments and wealth management

Assistant Vice President (Manager on Duty), Relationship Banker, Small Business Specialist

JP Morgan Chase
04.2014 - 08.2019
  • Recommended solutions and referred business to additional financial services partners including investments, mortgage and business banking
  • Identified and pursued potential new clients while looking for ways to cultivate long-term relationships that insured profitability of portfolios
  • Identified financial needs of customers and presented all appropriate product and service options by working cooperatively with appropriate internal business partners
  • Provided appropriate financial product recommendations to clients to assist them to achieve their individual short and long term financial goals

Assistant Branch Manager

JP Morgan Chase
12.2012 - 04.2014
  • Established and maintained customer relations to ensure development of customer satisfaction through service with major emphasis on continued business acquisition and development
  • Provided timely and accurate customer service to both external and internal customers with an emphasis on customer satisfaction
  • Developed and implemented productive sales techniques that generated additional business and met/exceeded assigned referral and sales goals
  • Generated new business through presentation of products to customers that increased profitability
  • Trained staff members on company policies and operational procedures to ensure an efficient and productive organization
  • Recognized by the CEO for providing exceptional customer service and for being an outstanding culture achiever

Bank Teller

Bank Teller
06.2011 - 12.2012
  • Provided excellent customer service by answering or referring financial questions to correct staff which helped customers succeed financially
  • Helped customers by identifying and discussing opportunities for additional bank products and services
  • Established positive and friendly communication and action in associate and customer relationships to guarantee customer satisfaction
  • Coached teller team to help grow customer relationships by identifying opportunities and referring to the appropriate salesperson

Personal Banker

Personal Banker
09.2008 - 06.2010
  • Built quality personal or business customer relationships by proactively recommending appropriate bank products, accounts, loans and various financial products
  • Worked with existing and new clients by providing financial portfolio analysis and recommendations, account management and customer service
  • Maximized customer retention through cross-sell opportunities, partner referrals, and consistent emphasis on excellent customer service

Operations Manager

Operations Manager
11.2007 - 09.2008
  • Provided operational supervision for a high-volume financial institution branch including preparation of accurate daily, monthly, and quarterly operational banking reports, while managing multiple tasks/projects and deadlines simultaneously
  • Managed and coached the teller line, created teller schedules, maintained thorough knowledge of bank policy, procedures and compliance issues, as well as provided leadership and team member qualities to support the sales and teller teams.
  • Handle escalated calls to resolve customer issues and ensure each customer receives an exemplary customer service experience

Teller

Teller
02.2006 - 11.2007
  • Delivered unparalleled customer experience through face-to-face and over-the-phone communication
  • Provided excellent customer service while referring products to deepen current customer relationships and establish new customer relationships
  • Cash handling, accuracy balancing cash drawers, maintaining thorough knowledge of the teller role, and managing multiple tasks/projects and deadlines simultaneously

Education

Licensed Vocational Nursing Program - Licensed Vocational Nursing

Pacific Coast College
Chula Vista, CA

Skills

  • Customer Service
  • Detail Oriented
  • Sales
  • Office Skills
  • MS Office
  • Project Management
  • Leadership
  • Account Management
  • Customer Relationship Management
  • Salesforce
  • Risk Management
  • Banking Policy
  • Cash Handling
  • KYC Compliance
  • Training and Coaching
  • Operations
  • Effective Communication
  • Process Improvement
  • Multitasking
  • Effective relationship building
  • Risk management
  • Cross-functional team leadership
  • Teamwork and collaboration
  • Client account management

Certification

  • FINRA licensing including Series 6, Series 63, SIE
  • California State Life Insurance
  • California State Notary
  • National Mortgage Licensing (NMLS)

Timeline

Assistant Vice President, Senior Premier Banker

Wells Fargo
01.2024 - Current

Assistant Vice President (Manager on Duty), Private Client Banker, Small Business Specialist

JP Morgan Chase
08.2019 - 01.2024

Assistant Vice President (Manager on Duty), Relationship Banker, Small Business Specialist

JP Morgan Chase
04.2014 - 08.2019

Assistant Branch Manager

JP Morgan Chase
12.2012 - 04.2014

Bank Teller

Bank Teller
06.2011 - 12.2012

Personal Banker

Personal Banker
09.2008 - 06.2010

Operations Manager

Operations Manager
11.2007 - 09.2008

Teller

Teller
02.2006 - 11.2007

Licensed Vocational Nursing Program - Licensed Vocational Nursing

Pacific Coast College

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