Lisa Morgan
Hinesville,GA
Summary
Accomplished Branch Manager with a proven track record at Geo Vista Credit Union, enhancing customer satisfaction and streamlining operations for efficiency. Expert in branch operations management and building strong customer relationships, I've significantly boosted productivity and service quality. Skilled in cash handling and conflict resolution, my leadership has consistently exceeded performance objectives.
Overview
18
18
years of professional experience
Work History
Branch Manager
Geo Vista Credit Union
05.2017 - 05.2024
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Assessed employee performance and developed improvement plans.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Complied with regulatory guidelines and requirements.
Teller Supervisor
Geo Vista Credit Union
05.2012 - 05.2017
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Provided exceptional customer service during high-volume periods, demonstrating professionalism under pressure.
- Examined tellers' reports of daily transactions for accuracy.
- Streamlined teller operations for improved accuracy and efficiency in transaction processing.
Teller
Geo Vista Credit Union
12.2005 - 05.2012
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Education
High School Diploma -
Richland Center High School
Richland Center, WI06.1999
Skills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Attention to Detail
- Excellent work ethic
- Coaching and Mentoring
- Team Supervision
- Relationship building and management
- Client Relationship Management
- Verbal/written communication
- Decision-Making
- Cash Handling
- Relationship Building
- Team Player
- Staff Supervision
- Work Prioritization
- Conflict Resolution
- Friendly
- Cash handling expertise
- Banking
Timeline
Branch Manager
Geo Vista Credit Union
05.2017 - 05.2024
Teller Supervisor
Geo Vista Credit Union
05.2012 - 05.2017
Teller
Geo Vista Credit Union
12.2005 - 05.2012
High School Diploma -
Richland Center High School
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