Lisa Morrison
Sebastian,FL
Overview
18
18
years of professional experience
Work History
Registered Financial Representative
BB&T Insurance Services
01.2004 - 01.2010
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Prepared contracts and related documentation according to strict legal standards.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Handled confidential and sensitive information with discretion and tact.
- Transcribed meeting minutes to support sales, business development and senior management teams.
- Updated and maintained confidential databases and records.
Assistant Manager
Vans, Inc
01.2002 - 01.2004
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
Assistant Manager, Customer Service
Dollar Tree, Inc
02.2019 - 03.2020
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Controlled resources and utilized assets to achieve qualitative and quantitative targets.
Education
Series 7 – General Securities Representative
Florida2004
2-15 Resident Health & Life Agent License
Florida, United States2004
Series 66-Investment Adviser License
Florida2004
High School Diploma -
Seabreeze High School
Daytona Beach, FL04.1984
Skills
- Customer service expertise
- Regulatory Compliance
- Workflow Management
- Meticulous attention to detail
- MS Office expert
- Cash Handling
- Time Management
- Exceptional telephone etiquette
- Research and due diligence
- Deadline-oriented
- Problem-Solving
- Excellent time management skills
- Decision-Making
Timeline
Assistant Manager, Customer Service
Dollar Tree, Inc
02.2019 - 03.2020
Registered Financial Representative
BB&T Insurance Services
01.2004 - 01.2010
Assistant Manager
Vans, Inc
01.2002 - 01.2004
Series 7 – General Securities Representative
2-15 Resident Health & Life Agent License
Series 66-Investment Adviser License
High School Diploma -
Seabreeze High School
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