Summary
Work History
Overview
Education
Skills
Affiliations
Timeline
BusinessDevelopmentManager

Lisa M Campo

Haverhill,MA

Summary

Energetic leader promotes seventeen years of industry experience with superior record of accomplishment. Ambitious and highly motivated Branch Manager surpasses demanding objectives and achieves or exceeds set goals.

Work History

Consultant

B.E.T Brokerage LLC
Chelsea, MA
12.2020 - Current
  • Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
  • Supported clients with business analysis, documentation and data modeling.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Authored detailed work plans to meet business priorities and deadlines.
  • Developed service plans in consultation with clients, and performed follow-ups assessing quantity and quality of services.
  • Tracked costs and expenses to compare with original budget and identify failure points.
  • Boosted success of client's organization by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems.

Assistant Vice President/Branch Manager

Lowell Five Bank
Billerica, MA
05.2016 - 08.2022
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Identified and capitalized on community business opportunities with effective networking.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Supervised branch operations and made continuous improvements in each area.
  • Encouraged employee development and promoted management staff from within.
  • Represented bank at community events to establish strong ties and promote business.
  • Upheld stringent bank standards for loans, money handling and legal considerations.
  • Utilized up-to-date information to make effective decisions governing bank operations.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.

Assistant Vice President/Branch Manager

TD Bank
Bradford, MA
04.2013 - 05.2016
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Complied with established internal controls and policies.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
  • Upheld stringent bank standards for loans, money handling and legal considerations.

Client Relations Manager

Bank Of America
Waltham, MA
01.2012 - 04.2013
  • Partnered with credit and treasury departments and confirmed fulfillment and or additional opportunities of client needs.
  • Achieved main targets and KPI's set by executive leadership.
  • Developed call plans to build client relations.
  • Informed customers of additional services offered by company to develop opportunities for sales revenue.
  • Collected and logged client feedback about service experience to identify areas for improvement.
  • Assessed client needs and developed plans to adequately address current and future objectives.

Wealth Manager

Bank Of America
Burlington, MA
09.2007 - 05.2009
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Expanded customer base through community outreach and strategic business partnerships.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Managed a book of business with my financial advisor upwards of 300 clients.


Overview

14
14
years of professional experience

Education

Completed 18 Months - Business Management/Criminal Justice

Mt. Ida College
Newton, MA

Skills

  • Management Coaching
  • Client Engagement
  • Project Leadership
  • Consultative Sales Approach
  • Trusted Advisor
  • CRM

Affiliations

Notary

Member, Diversity and Inclusion TD Bank

Member, Boston Women in Business

President, Youth Empowerhouse

Timeline

Consultant

B.E.T Brokerage LLC
12.2020 - Current

Assistant Vice President/Branch Manager

Lowell Five Bank
05.2016 - 08.2022

Assistant Vice President/Branch Manager

TD Bank
04.2013 - 05.2016

Client Relations Manager

Bank Of America
01.2012 - 04.2013

Wealth Manager

Bank Of America
09.2007 - 05.2009

Completed 18 Months - Business Management/Criminal Justice

Mt. Ida College

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Lisa M Campo