Summary
Overview
Work History
Education
Timeline
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LISA MARIE HARRIS

Clarksville,TN

Summary

Administrative Assistant with 13 years of experience in financial record-keeping, compliance audits, and team training. Proficient in QuickBooks, Gusto, and Microsoft Office Suite, consistently enhancing operational efficiency and accuracy. Dedicated to driving organizational success through meticulous attention to detail, and effective communication.

Overview

14
14
years of professional experience

Work History

Specialist

Guardian Community
Nashville, TN
09.2024 - Current
  • Completed day-to-day duties accurately and efficiently.
  • Managed donation processing workflow to ensure timely distribution of resources.
  • Coordinated with community partners to enhance donation collection efforts.
  • Trained volunteers on donation sorting and inventory management procedures.

Universal Banker I

United Community
Clarksville, TN
09.2024 - Current
  • Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting.
  • Maintain a comprehensive understanding of retail banking products and services.
  • Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities.
  • Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
  • Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank.
  • Educate customers on options for managing transactions using technology and all other tools and resources available.
  • Apply product and service knowledge to effectively solve customer problems.
  • Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
  • Ensure adherence to banking regulations and internal policies.

Administrative Assistant

THM Concrete
Clarksville, TN
09.2016 - 04.2024
  • Conducted quarterly and monthly audits for workers' comp and general liability, ensuring compliance.
  • Processed payroll and bookkeeping using QuickBooks and Gusto, maintaining accurate financial records.
  • Screened job applicants, reviewed resumes, and conducted preliminary interviews, enhancing hiring efficiency.
  • Trained new administrative staff in company procedures, improving team productivity and cohesion.
  • Managed daily office operations, maintained organized workspace, and prioritized communications for efficiency.

Head Teller Supervisor

F&M Bank
Clarksville, TN
08.2013 - 09.2016
  • Led a team of 5, conducted interviews, and trained new hires, enhancing team efficiency.
  • Ensured compliance with FDIC regulations, scheduled staff, and maintained operational standards.
  • Executed cold calls to offer banking services, improving customer engagement.
  • Performed regular audits on teller drawers, ATMs, and vaults, ensuring regulatory compliance.
  • Managed money orders and shipments to the Federal Reserve, maintaining accurate records.

Branch Manager

US Bank
Hopkinsville, US
09.2011 - 06.2013
  • Led a team of 6, conducted performance evaluations, and facilitated staff development.
  • Held regular team meetings to align goals and maintain high energy levels.
  • Oversaw employee onboarding and terminations, ensuring smooth transitions.
  • Conducted audits on vaults, teller draw, ATM funds, maintaining 100% accuracy.
  • Achieved sales targets and quarterly incentives, driving branch growth.

Education

Certified Personal Trainer -

International Sports Sciences Association
05.2026

Rutherford High School
Panama City, FL

CPR/AED Certified -

International Sports Sciences Association

Timeline

Specialist

Guardian Community
09.2024 - Current

Universal Banker I

United Community
09.2024 - Current

Administrative Assistant

THM Concrete
09.2016 - 04.2024

Head Teller Supervisor

F&M Bank
08.2013 - 09.2016

Branch Manager

US Bank
09.2011 - 06.2013

Certified Personal Trainer -

International Sports Sciences Association

Rutherford High School

CPR/AED Certified -

International Sports Sciences Association

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LISA MARIE HARRIS