Lisa Kowalski

• Directed and coached a team of 3 employees to ensure smooth daily operations and excellent customer service.
• Drove branch sales revenue by promoting tailored financial solutions, exceeding quarterly sales goals
• Ensured regulatory compliance and consistently passed audits with no major findings.
• Evaluated client financial needs and recommended appropriate banking products, resulting in increased customer retention and satisfaction.
• Educated customers on product features and benefits, boosting cross-sell opportunities
• Developed and maintained strong customer relationships, building long-term trust and loyalty.
• Trained and onboarded new hires, instilling company policies, compliance standards, and service excellence.
• Coached team members to achieve sales metrics and improve client conversation skills, contributing to a high-performing branch culture.

• Assessed client financial positions and recommended tailored banking products, strengthening customer satisfaction and retention.
• Guided customers through account openings, loan applications, and new service enrollment, ensuring a smooth and compliant process.
• Delivered clear product education to help clients understand features, benefits, and long-term financial value.
• Built and nurtured strong customer relationships by providing personalized service and trusted financial advice.
• Resolved customer inquiries and service needs efficiently, contributing to high client satisfaction scores.
• Trained and mentored new hires on customer service standards, banking procedures, and compliance requirement