Lisa Tucker

  • Milton US-FL
Lisa Tucker

Work History

Work History
Apr 2006 - Present

Senior Financial Service Associate

Regions Bank formerly AmSouth Bank
  • Consult with and cultivate an on-going financial services relationship with clients through the delivery of world class client service.
  • Conduct effective interviews and needs analysis with every client.
  • Conduct financial analysis and assist the client with financial services that met their needs.Rec
  • Conduct cold calls to prospective clients to promote the financial services and loan programs offered by Regions Bank and Morgan Keegan.
  • Received and Maintain license to sell variable and fixed annuities.
  • Serve as a mentor to train new financial service associates.
  • Exceed sales goals and adhere to audit requirements.
  • Perform audits for cash draws and vaults to ensure accuracy and consistency.
Sep 2004 - Apr 2006

Executive Business Administrative Assistant

Regions Bank formerly AmSouth Bank
  • Provide executive level support to the City President and seven direct reports with a demonstrated ability to improvise, improve procedures, and meet demanding deadlines.
  • Liaison between all impacted departments to ensure proper communications and reporting practices.
  • Plan and coordinate corporate luncheons, and develop presentations for related on-site and off-site meetings.
  • Compose letters, emails, meeting minutes and spreadsheets upon request.
  • Organize the details of special events, travel arrangements, corporate agendas and itineraries.
  • Responsible¬† for creating weekly sales spreadsheets for the North Florida Region.
  • Responsible for maintaining confidential employee files.
  • Served as a back up for main switchboard for the Pensacola area which involved interviewing callers for proper department transfer.
Jan 1999 - Sep 2004

Administrative Performance & Sales Assistant

Regions Bank formerly AmSouth Bank
  • Provided support to Call Center Manager and ten direct reports.
  • Responsible for scheduling of 1t50+ employees for Pensacola Call Center while ensuring appropriate coverage based on historical data.
  • Proficiently created sales spreadsheets and reports with demanding deadlines.
  • Performed weekly sales audits by analyzing sales data for inconsistent behavior.
  • Provided support to HR manager by imputing weekly payroll data and filing confidential employee information.
  • Answered switchboard on a rotation schedule which involved interviewing callers for proper department transfer.
Oct 1997 - Jan 1999

Telebanking Specialist

Regions Bank formerly AmSouth Bank
  • Handled a high influx of inbound calls within a dynamic call center environment.
  • Managed multiple priorities and maintained effective results in a quota driven workplace.
  • Assisted customers with items such as check orders, loan payments, and account research, while effectively uncovering additional needs for cross-sell opportunities.
  • Maintained high quality scores and exceeded sales goals.
  • Exercised strong interpersonal communication skills with customers and department personnel.

Education

Education
Jan 2011 - Present

University of Alabama
2000 - 2003

A.A.

Pensacola Junior College

Skills

Skills

Microsoft Applications

Proficient use of Microsoft Applications such as Word, Excel, Power Point, and Access programs.

Interest

Passion for both fitness and nutrition.

Certifications

Certifications

Food Safety

ServSafe