Lisa Marie Harris
Guardian Community
Clarksville,TN
15
years of professional experience
Results-oriented banking professional with 16 years in retail banking, financial operations, and compliance. Build strong client relationships while delivering tailored financial solutions. Excel in sales and cross-selling financial products, ensuring regulatory compliance and operational accuracy in fast-paced environments.
Work History
Outreach Specialist
1 Year 11 Months- Developed and maintained relationships with community partners to enhance engagement and outreach efforts
- Manage donation workflows, ensuring accurate tracking and timely distribution
- Trained volunteers on operational procedures to ensure consistent and efficient operations
- Demonstrate strong organizational and communication skills in daily operations
Universal Banker
1 Year 8 Months- Delivered personalized banking experiences by identifying customer needs and recommending tailored financial products
- Drove sales through proactive conversations and relationship-building strategies, resulting in increased customer engagement
- Process deposits, withdrawals, and loan applications with accuracy and compliance
- Educated customers on digital banking solutions to improve account management and enhance user experience
- Ensure adherence to all banking regulations, policies, and security procedures
- Collaborate with internal teams to expand customer relationships and meet branch goals
Operations Manager
7 Years 7 Months- Managed financial operations, including payroll and bookkeeping, ensuring accuracy and regulatory compliance
- Managed financial operations, including payroll and bookkeeping, ensuring accuracy and compliance
- Strengthened client and vendor relationships through proactive communication and support
- Led hiring and training efforts, enhancing team capabilities and increasing retention
Head Teller Supervisor
3 Years 1 Month- Supervised teller operations to ensure adherence to banking regulations and maintain operational integrity
- Built strong customer relationships through service excellence and proactive communication
- Identified cross-selling opportunities and supported branch sales goals
- Conducted audits to ensure cash-handling accuracy and compliance with established protocols
Branch Manager
1 Year 11 Months- Achieved sales targets through relationship-based banking and community engagement
- Coached team members on effective sales techniques and customer service strategies, enhancing team proficiency
- Achieved sales targets by fostering relationship-based banking and engaging with the community to strengthen client connections
- Ensured operational excellence by conducting audits and implementing process improvements to maintain compliance
Education
GED
Skills
Relationship banking
Sales strategies
Loan processing
Retail Banking Operations
Cash Handling & Transaction Accuracy
Risk management
Team Leadership & Coaching
Timeline
Outreach Specialist
Guardian Community
09.2024 - CurrentRead More
Universal Banker
United Community
09.2024 - 05.2026Read More
Operations Manager
THM Concrete
09.2016 - 04.2024Read More
Head Teller Supervisor
F&M Bank
08.2013 - 09.2016Read More
Branch Manager
US Bank
09.2011 - 08.2013Read More
TN Dept of Labor And Workforce Development
GED
Read More