Lisa Frazier
Yorba Linda,CA
Summary
A trusted and caring leader with 34+ years of experience influencing business growth, relationship management, strategic partnerships and execution, business and branch banking. A strong communicator and collaborator with colleagues and clients alike.
STRENGTHS
achiever/ harmony/ communication/ developer/ individualization
Overview
35
35
years of professional experience
Work History
Senior Program Manager-Vice President
Wells Fargo Bank, N.A.
04.2014 - Current
- Support Greater California region growth and acquisition strategy through active management of 100+commercial clients including government entities
- Effectively source, manage and acquire a portfolio of bank clients. Actively consult with clients and prospects to share value of employee engagement through financial health to their bottom line. Implement customized plans for each client
- Collaborate and consult with Region Bank Presidents and Commercial Bank Leaders to achieve common business and growth objectives
- Collaborate and consult with internal and external partners to implement customized financial education program to benefit both companies and employees
- Proactively identify opportunities to minimize all forms of risk, including operational and reputational
- Extensive experience in virtual presentation and facilitation across multiple platforms
- Manage multiple concurrent projects and events through strategic planning and time management
- Maintain accurate record keeping of all client outreach, events and program engagement with each client
- Display high degree of professionalism in every interaction
Business Payroll Sales Specialist- Vice President
Wells Fargo Bank, Southern California
11.2010 - 04.2014
- Individual producer tasked with developing and delivering payroll services to clients to earn their business
- Successfully built long-term relationships with my business partners and business clients to earn their referrals
- Effectively profiled each client to better understand their payroll needs, provide solution and close the sale.
Branch Manager Vice President
Wells Fargo Bank, Southern California
01.1998 - 11.2010
- Managed retail sales and service functions of branch
- Created, trained and coached a successful sales team promoting collaboration among partners and other corporate departments
- Ensured compliance training completed on time
- Created and maintained a positive work environment
- Established career development plans for self and all direct reports
- Recognized for developing team members and successfully developed six subordinates to position of Branch Manager.
Various Retail Bank Positions
Wells Fargo Bank, Southern California
07.1987 - 01.1998
- Successfully transitioned from First Interstate Bank through merger with Wells Fargo
- Responsible for day to day operations of both sales and service aspects of the branch
- Provided leadership and encouragement to employees during merger of two banks
- Managed multiple projects in an ever-changing environment
- Promoted to Branch Manager
Education
Bachelor of Arts - Communications and Sociology
University of California
Santa Barbara, CA06.1987
Skills
- Collaboration
- Execution
- Achiever
- Communication
- Networking
- Rapport Builder
- Relationship Builder
- Accountable
- Adaptable
- Risk Manager
- Strategic Planner
Timeline
Senior Program Manager-Vice President
Wells Fargo Bank, N.A.
04.2014 - Current
Business Payroll Sales Specialist- Vice President
Wells Fargo Bank, Southern California
11.2010 - 04.2014
Branch Manager Vice President
Wells Fargo Bank, Southern California
01.1998 - 11.2010
Various Retail Bank Positions
Wells Fargo Bank, Southern California
07.1987 - 01.1998
Bachelor of Arts - Communications and Sociology
University of California