Summary
Overview
Work History
Skills
Accomplishments
Certification
Timeline
Generic

Lisa Longtin

Weidman,MI

Summary

Accomplished Treasury Management Specialist with over two decades at Isabella Bank, enhancing cash management and electronic payment systems. Demonstrated adaptability and keen attention to detail, significantly improving transaction accuracy and customer satisfaction. Expert in fraud prevention and customer service, consistently exceeding team and client expectations.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Treasury Management Specialist

Isabella Bank
11.1993 - Current

1993-2015

Bank Teller

Processed customer transactions in person

Handled customer calls with various requests

Resolved any issue that appeared either for the customer or employees

Created accounts for existing and new customers

Balanced teller cash daily

Balanced the vault daily

Opened and closed the building

Attended conferences

Completed extensive training/Isabella University

Completed multiple types of daily jobs such as filing, balancing cards, checks, ATM

Manually completed certain business customer’s payroll


2010-2015

Branch Manager

Created work schedule for staff

Conducted employee evaluations/pay

Reported to upper Management

Lead monthly meetings

Able to run daily business thru major renovation

Processed customer transactions in person or over the phone

Balanced the vault daily

Opened the building before and after work

Attended Management meetings

Helped with daily teller jobs when needed such as balancing checks, cards, filing


2015-Current

Electronic Services/Treasury Management

My main job is processing outgoing and incoming wires. This is a detail oriented position being large sums of cash is being transferred and banking details need to be accurate. I would make phone calls to customer to verify information is correct and these phone calls would be recorded.

Support for online customers resolving issues over the phone. A call can range from a couple of minutes to almost an hour, depending on the situation.

Being the middle contact between customers and third party services

Support for business customers processing their payroll

Daily Synergy filing

Returning phone calls

Help co-workers when needed

Backup for co-workers jobs when they are gone

Skills

  • Cash Management Knowledge
  • Electronic Payment Systems
  • Willing to Learn
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Problem-solving abilities
  • Multitasking
  • Reliability
  • Active Listening
  • Adaptability and Flexibility
  • Decision-Making
  • Prioritizing and Planning
  • Cash handling expertise
  • Self Motivation
  • Know Your Customer
  • Professional Demeanor
  • Fraud prevention

Accomplishments

Community Involvement

2010-Current

Involved in Sports Boosters since 2010 to current

Volunteer for surrounding towns festivals and other community events

Participated in the Special Olympics


2009

Dale Carnegie


2009-2012

Extensive training/Isabella University

Certification

2009

Dale Carnegie

Timeline

Treasury Management Specialist

Isabella Bank
11.1993 - Current
Lisa Longtin