Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Lisa Faulkner

Boise
Lisa Faulkner

Summary

Goal-driven and results-oriented professional with extensive experience in customer service, team leadership, and administrative support. Exceptional communication skills, strong organizational abilities, and a commitment to excellence. Seeking a challenging role with opportunities for growth and advancement. Experienced in managing customer relationships, addressing inquiries with precision, and resolving issues efficiently. Track record of enhancing customer satisfaction and promoting loyalty through consistent and effective service.

Overview

20
years of professional experience

Work History

Wells Fargo

Senior Customer Success Representative & Banker Coach
06.2015 - 02.2025

Job overview

  • Supported fellow bankers with conflict resolution and compliance training.
  • Scheduled customer appointments and managed phone inquiries.
  • Trained new bankers and handled customer complaints with efficiency.
  • Served as an escalation point for complex or high-priority customer issues, providing swift resolutions that exceeded expectations.
  • Enhanced customer satisfaction by proactively addressing and resolving concerns in a timely manner.
  • Collaborated with cross-functional teams to ensure seamless customer experiences across all touchpoints.
  • Cultivated customer advocacy by identifying potential case studies, testimonials, and referrals, resulting in increased brand awareness and credibility.

Wingers Roadhouse Bar and Grill

Front End Manager
08.2011 - 05.2015

Job overview

  • Managed scheduling, order placement, and inventory control.
  • Conducted banking deposits and weekly tip distribution.
  • Oversaw daily tasks and ensured smooth operation of various shifts.
  • Oversaw cash handling procedures, minimizing discrepancies in end-of-day reports through diligent monitoring of transactions.
  • Monitored cash drawers in 4 checkout stations to verify adequate cash supply.
  • Oversaw cashier operations, bookkeeping, and security.
  • Maintained excellent store appearance by enforcing cleanliness standards and delegating tasks to team members effectively.
  • Maintained strong customer relations and effective customer service standards.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.

Sutter Gould Medical Foundation

Receptionist
02.2005 - 01.2011

Job overview

  • Scheduled appointments, managed patient check-ins, and handled insurance billing.
  • Maintained medical records and managed daily financial transactions.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Handled cash transactions and maintained sales and payments records accurately.

Education

University of Dubuque
Meridian, ID

Bachelor's from Human Resources
05.2025

University Overview

  • Demonstrated strong teamwork and individual performance.
  • Developed excellent time management and organizational skills.
  • Developed exceptional written and verbal communication.
  • Honoree of Alpha CHI

Skills

  • Clear and impactful communication
  • Proficient in advanced Microsoft Office applications
  • Adept at managing priorities
  • Skilled in prioritizing tasks
  • Streamlined meeting facilitation
  • Professional client engagement
  • Rapid knowledge acquisition
  • Regulatory compliance education
  • Adept at facilitating professional development workshops
  • Document organization
  • Quantitative feedback gathering methods
  • Proficient in customer relationship management software
  • Client integration process
  • Proficient in prioritizing tasks
  • Proficient in managing multiple tasks
  • Effective problem resolution

Timeline

Senior Customer Success Representative & Banker Coach
Wells Fargo
06.2015 - 02.2025
Front End Manager
Wingers Roadhouse Bar and Grill
08.2011 - 05.2015
Receptionist
Sutter Gould Medical Foundation
02.2005 - 01.2011
University of Dubuque
Bachelor's from Human Resources
Lisa Faulkner