Lisa Lance
Jacksonville,FL
Summary
Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with members and teammates. Motivated to maintain member satisfaction and contribute to company success. Specialize in quality, speed and process optimization.
Overview
22
22
years of professional experience
Work History
Senior Relationship Specialist
VyStar Credit Union
12.2000 - Current
- Communicated regularly with members to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for referring credit union products and services and reaching performance metrics for member service.
- Built and maintained relationships with new and existing members while providing unbelievable service.
- Monitored issues carefully and reached out to members to provide immediate resolution and maintain satisfaction.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.
Skills
- Product Knowledge
- Member Relationship building
- Safe Deposit Box expert
- Team Leadership
- Cash Handling
- Peer coaching
- Attention to Detail
- Credit History Review
- Loan Processing
Timeline
Senior Relationship Specialist
VyStar Credit Union
12.2000 - Current
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