Lisa Reed
Hurst,TX
Summary
Bringing over 19 years of customer service and banking experience while helping to retain deposit growth during multiple bank mergers. Have a strong knowledge of financial regulatory requirements and bank operations, which includes implementing detailed documentation along with record keeping, filing, and document retention . Also skilled at leading and encouraging branch personnel to meet goals for sales and customer service. A hard worker and passionate job seeker with strong organizational skills eager to secure a new position. Ready to help the team achieve company goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
Work History
Real Estate Agent
Upton Realty Group
02.2023 - Current
- Negotiated, facilitated, and managed real estate transactions.
- Coordinated appointments to show tenants and buyers prospective homes.
- Prepared and presented contracts and other legal documents to clients.
- Performed over 5 home evaluations and developed competitive market analysis for individual homes per week.
- Reviewed and executed confidential documents, contracts and disclosures.
Assistant Branch Manager
Simmons Bank
10.2017 - 02.2021
- Reinforced company's commitment to superior customer service to staff and modeled expected performance
- Addressed customer complaints and assisted in timely resolution for all
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act
- Helped customers with financial problems using relationship-based approach
- Oversaw maintenance and retention of existing accounts and opportunities to upsell.
Lead PB
Southwest Bank
04.2012 - 10.2017
- Satisfied customers by delivering speedy and expert service for all account and banking needs
- Filed records to keep system efficient and information organized
- Ordered, organized, and rotated supplies
- Consulted with customers to understand desires and suggest best products to meet needs
- Received and routed incoming mail, packages, and deliveries
- Protected business from unnecessary liability by carefully following security and safety standards along with training the staff
- Taught junior employees how to perform tasks such as issuing cashier checks to how to set up new accounts.
Teller Service Coordinator
Omni Bank
01.2012 - 04.2012
- Managed teller line in areas of: Large Cash Reports, Supervisor Override Reports, Teller Over/Short, coaching as needed, approving holds within delegated authority; responsible for monthly cash draw audits
- Collaborated well with team members to carry out daily assignments and achieve team targets
- Developed and communicated standard operating procedures to team of 4
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions
- Maintained accurate records of customer transactions in line with bank procedures
Education
High School Diploma -
Weatherford High School
Weatherford, TX05.1986
Skills
- Administrative Support
- Market research data entry
- Excellent teamwork
- Works well independently
Timeline
Real Estate Agent
Upton Realty Group
02.2023 - Current
Assistant Branch Manager
Simmons Bank
10.2017 - 02.2021
Lead PB
Southwest Bank
04.2012 - 10.2017
Teller Service Coordinator
Omni Bank
01.2012 - 04.2012
High School Diploma -
Weatherford High School
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