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.


Jan 2011 - Present

University of Alabama
2000 - 2003


Pensacola Junior College



Microsoft Applications

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


Passion for both fitness and nutrition.



Food Safety