Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lisa Vance

Baton Rouge,LA

Summary

Accomplished Banker with 13-year history of success in contributing to hard work, attention to detail and excellent organizational skills. Communication skills and knowledge to help clients obtain financial goals and plan for their future.

Overview

14
14
years of professional experience

Work History

Branch Manager

Regions Bank
01.2023 - Current
  • Led team of 5 branch associates responsible for contributing to new revenue generation by identifying customer needs and providing appropriate guidance and perspective about Region's Bank solutions.
  • Conducts outside sales efforts commensurate with market opportunity to generate new business clients while maintaining and expanding existing consumer and business banking relationships.
  • Educates associates, customers, and Baton Rouge's surrounding community about best practices to achieve and maintain financial wellness in addition to emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier.
  • Coaches and develops branch associates through execution of iConnect - Region's Sales, Service, and Coaching process, with considerable guidance from assigned mentors, senior-level managers, and internal support partners.
  • Provides consistent and timely coaching and guidance to associates to strengthen their product knowledge and identify customer needs.
  • Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types, in addition to assessing annuities and life insurance.
  • Ensures consistent optimal customer experience, including handling customer's transactional needs as needed. This may include sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they want.
  • Resolves escalated customer and associate issues and provides counseling to associates as needed in partnership with senior leadership and Human Resources Managers in the recruiting and selection process for assigned branches.
  • Maintains relationships with the Line of Business partners and refers customers to an internal team of experts when additional complex financial goals and needs are recognized.
  • Oversees all business transactions and practices within control, ensuring compliance with all regulations, bank policies, procedures, and internal audit requirements.

Financial Relationship Sr. Consultant Team Lead

Regions Bank
04.2022 - 01.2023
  • Developed custom solutions based on the client's strict requirements.
  • Evaluated clients' needs and created a plan of action to provide solutions.
  • Achieved branch targets and goals and provided guidance and perspective about the Region's Bank solutions.
  • Achieved 100% of 20 outbound calls weekly using the customer and prospect lead list.
  • Educated customers and advised customers on Regions Consumer and Business products, services, and digital.
  • Provided consistent customer experience, which included handling customer transactions by greeting customers to help them manage their banking needs.
  • Took ownership to help resolve customer issues.
  • Refer customers to an internal team when complex financial goals and needs are recognized.
  • Educated and advised customers on Regions Consumer and Business products and services, including all loan and deposit types, and assisted with annuities and life insurance.
  • Ensured a safe and sound banking practice along with laws and regulations.

Financial Relationship Consultant

Regions Bank
11.2020 - 04.2022
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's needs.
  • Achieved weekly branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Region's Bank solutions.
  • Achieved required levels of 20 weekly outbound phone calls using generated customer and prospect lead lists and prior customer conversations.
  • Provided consistent optimal customer experience and ensured safe and sound banking practices.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Assisted clients with budgeting and cash flow management.
  • Advised clients on investments, retirement, and estate planning.
  • Licensed LA Life Insurance Agent.
  • Educated and advised customers on Regions Consumer and Business products and services, including all loan and deposit types, and assisted with annuities and life insurance.
  • Provided branch operational and compliance tasks.

Financial Associate/Specialist

Regions Bank
01.2018 - 11.2020
  • Engaged with customers to effectively build rapport and lasting relationships.
  • Answer customer inquiries regarding products and services, fulfils basic servicing requests and opens Consumer products such as checking and savings accounts.
  • Educate customers on digital banking channels
  • Trained and developed new hires in company processes, procedures and customer service
  • Properly processed deposits, withdrawals and payments for average of 100 customers daily
  • Performed general teller duties, including handling drive thru line, handling cash, balancing cash drawers, performing loan payments, issuing cashier's checks and money orders, checking account information and handling indoor line

Branch Service Leader

Regions Bank
10.2011 - 12.2017
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Communicated and enforced company policies and objectives pertaining to safety and security measures.
  • Coached staff of 4 associates to improve efficiency and revenue with more effective procedures and approaches.
  • Processed customers' transactions, including deposits, transfers and cash withdrawals.
  • Managed branch vault and cash supply, including preparing and processing shipments to keep appropriate level of currency on-hand

Teller 1

Regions Bank
03.2010 - 09.2011
  • Performed customer transactions for money orders, cashier's checks, deposits, and withdrawals.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining the security of cash drawers.

Education

Bachelor of Science - Accounting

Southern University And A & M College
Baton Rouge, LA
12.1993

Skills

  • Banking
  • Financial Advising
  • Savings accounts
  • Cash Handling
  • Loans
  • Financial services
  • Branch Operations Management
  • Interviewing and Hiring
  • Coaching and Mentoring
  • Customer Service
  • Relationship Building

Timeline

Branch Manager

Regions Bank
01.2023 - Current

Financial Relationship Sr. Consultant Team Lead

Regions Bank
04.2022 - 01.2023

Financial Relationship Consultant

Regions Bank
11.2020 - 04.2022

Financial Associate/Specialist

Regions Bank
01.2018 - 11.2020

Branch Service Leader

Regions Bank
10.2011 - 12.2017

Teller 1

Regions Bank
03.2010 - 09.2011

Bachelor of Science - Accounting

Southern University And A & M College

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Lisa Vance