Lisa King
Summary
Seeking a position that allows demonstration of skillset in over 30 years of outstanding work experience in customer service, data analysis, digital literacy, sales, communications, and education. Qualified in reconciling financial transactions, supervisory, onboarding employees, operations, organizational and time management skills. Superior customer satisfaction in all roles. Proven ability to establish strong, credible, working relationships in an ever-changing work environment where a high level of ethics, integrity, judgment, discretion, and confidentiality are required. Experienced in coaching, mentoring, teaching, developing, and training staff. Excellent communication (oral, written, presentation, and facilitation). Knowledgeable and dedicated customer service professional with extensive experience in the customer service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialized in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
30
30
years of professional experience
Work History
Operations Specialist
F&M Bank
04.2022 - Current
- Upload New/Revised Deposit Accounts
- Review Compliance requirements
- Review Associated Financial Risk
- Act and/or notate (if any) additional documentation needed for policy, procedure and compliance requirements
- Setup additional services (Debit Cards, Online Banking, Wire Agreements, Safe Deposit Box)
- Used Fedline Advantage and other associated systems and reports to perform the following duties: Insufficient Fund Presentation (pay/return), Return Deposited Items, ACH Returns / Notifications / Death Notifications / Returns
- Review documentation for stop payment and place stop pay requested
- Daily review suspect stop payment report and take appropriate action
- Order debit cards and process required maintenance
- Fraud Detection System: review notifications, perform fraud decision and take necessary action based on the decision
- Debit Card Transactions - Assist customers and employees
- Deposit account issues and questions
- Provide system operation support (i.e. Navigator and sub systems BPM, Teller, Web Director, Efunds, OFAC, Safe Deposit Box, RRM, IS Research)
- Call forwarding to other employees, transfer funds, place stop payments
- Assist customers with questions and provide information pertaining to their respective accounts
- Account and Transaction Research - Customers and Employees
- Assist with Mail Processing
- Collected, arranged, and input information into database system.
- Tracked and analyzed reports to determine needed improvements.
Senior Teller
Planter's Bank
08.2021 - 04.2022
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Managed overdraft reports and performed audits.
- Maintained, organized and stocked teller window areas.
- Answered phone and email inquiries on banking products.
- Received car loan, home loan and other payments and posted to accounts.
- Identified potential needs through observation, questioning and listening.
- Researched and resolved customer issues on personal savings, checking and line of credit accounts.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Examined tellers' reports of daily transactions for accuracy.
- Purchased and maintained office supply inventories while adhering to budgeting practices.
- Received loan and utility payments, sending funds to correct destinations.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Counted, verified and handled bank deposits and armored car transactions.
Seller/Buyer Agent
Keller Williams
11.2014 - Current
- Generated leads for sales and rental properties through cold calls and referrals.
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Marketed and sold property for clients by hosting open houses and advertising online and in print.
- Created virtual tours of homes listed, providing potential buyers with additional exposure to properties.
- Assisted clients in financial planning for purchase.
- Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
- Negotiated, facilitated and managed real estate transactions.
- Maintained connections with clients to encourage repeat business and referrals.
- Negotiated contracts on behalf of clients.
- Developed and maintained relationships with clients through networking, postcards and cold calling.
- Wrote effective listings detailing property features
- Accompanied buyers and sellers to home inspections and appraisals.
CUSTOMER SERVICE REPRESENTATIVE
LIBERTY SAVINGS BANK
04.2017 - 09.2018
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Counted and packaged currency and coins.
- Provided customer records on demand, including account statements and copies of checks.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Sold and cross-sold bank products to new and existing customers.
- Reconciled cash drawer and resolved discrepancies.
- Audited fellow teller currency to contribute to dual-control procedures.
- Accessed computerized financial information to answer questions related to specific accounts.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
TEAM LEADER
KELLER WILLIAMS ISLAND LIFE REAL ESTATE
08.2016 - 01.2017
- Established and developed real estate agency, driving recruitment and operational growth.
- Exceeded annual sales goals with innovative sales techniques.
- Managed agents to achieve sales goals.
- Recruiting & Onboarding, (which included training), of sales associate to promote rapid sales associate effectiveness
- Enhance careers of associates to minimum average income per associate
- Attain dominate market share in target markets
- Build Market Center to acceptable profitability
- Action Focus Train the administrative staff
- Implement Operating Principle's vision
Education
Associate of Applied Science - Human Services
Hopkinsville Community College
Hopkinsville, KY05.2023
Certificate of Completion - Cosmetology
Fashion Focus Hair Academy
Sarasota, FL08.2019
Certificate of Completion - Real Estate
Bob Hogue School Of Real Estate
Tampa, FL2014
Skills
- Staff education and training
- Creative problem solving
- Training development aptitude
- Effective Time Manager
- Conflict resolution techniques
- Interdisciplinary team collaboration
- Scheduling
- Documentation and control
- Team Leadership
- Training and Development
- Excellent multi-tasking ability
- Statistical data gathering
- Administrative support
- Team building
- Computer skills
- Critical thinking
Accomplishments
- September 2019 - Licensed cosmetologist, Florida.
- November 2014 - Realtor, Florida Certifications.
- June 2015 - FHA 203K Renovation Specialist.
- April 2015 - E-PRO.
- March 2015 - Accredited Buyers Representative (ABR).
- February 2015 - Graduate Realtor Institute (GRI).
- August 2010 Department of Defense – Information Assurance Awareness
- Microsoft Office.
- Data entry.
- Superior customer satisfaction.
- Efficient.
- Productive.
- Ability to learn new applications rapidly.
Timeline
Operations Specialist
F&M Bank
04.2022 - Current
Senior Teller
Planter's Bank
08.2021 - 04.2022
CUSTOMER SERVICE REPRESENTATIVE
LIBERTY SAVINGS BANK
04.2017 - 09.2018
TEAM LEADER
KELLER WILLIAMS ISLAND LIFE REAL ESTATE
08.2016 - 01.2017
Seller/Buyer Agent
Keller Williams
11.2014 - Current
Associate of Applied Science - Human Services
Hopkinsville Community College
Certificate of Completion - Cosmetology
Fashion Focus Hair Academy
Certificate of Completion - Real Estate
Bob Hogue School Of Real Estate
License
Licensed Cosmetologist 2019
Licensed Realtor 2014
License
Licensed Cosmetologist 2019
Licensed Realtor 2014
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