Overview
Work History
Education
Skills
Timeline
Generic

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
Florida
2004

2-15 Resident Health & Life Agent License
Florida, United States
2004

Series 66-Investment Adviser License
Florida
2004

High School Diploma -

Seabreeze High School
Daytona Beach, FL
04.1984

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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Lisa Morrison