Lisa J. Jensen

**** **** ***** ***, **********, GA 31516

561-***-**** ad40uv@r.postjobfree.com

Experienced Finance Professional

Qualifications:

Finance professional with experience that includes Treasury & Cash Management, operations, business development, compliance, fraud mitigation. High energy professional with proven record of achieving goals, increasing profitability while achieving superior levels of customer satisfaction while maintain audit standards.

• Effective and successful manager leading teams to success while maintaining client relationships.

• Compliance and BSA knowledgeable.

Identified and mitigated fraud with $0 in loss while working with governmental authorities.

Created policies and procedures, oversaw regulation of branch operations, set standards for compliance.

Sales, documentation, set-up, training and service for Treasury and Cash Management products, on- line banking products & RDC.

Worked with client to resolve basic IT issues as they pertained to various bank systems.

Working at small banks provided me with the opportunity to fill a variety of positions – my job titles are not inclusive of my experience and knowledge.

Proficient with a variety of systems to include Microsoft applications, Bottomline, FISERV, FIS, JackHenry (JHA), Q2, Salesforce, Teams, Zoom, DocuSign, KnowBe4

Experience:

Meridan / Vericast May 2023 to October 2023 (remote)

Consultant / Treasury Management Specialist / Conversion Specialist

Remote assist working with an assigned group of Tier 1 & 2 Treasury Management clients during bank migration to include training clients on new system, trouble-shooting TM issues with an emphasis on customer retention.

The RWC Group September 2022 to April 2023 (remote)

Consultant / Bank and Treasury Management Specialist / Conversion Specialist

Remote assist working with bank branches in the process of setting up accounts and Treasury Management products/services. Working with clients to assist in in the migration of Treasury Management services for conversion process. Responsible for managing an assigned group of upper tier Treasury Management clients with complex migrations from a legacy system to a new online banking platform. Assist with training, troubleshooting and resolution of technical issues. Conducted file uploads and testing of ACH and Positive Pay mapping and reporting.

FNBCC First National Bank Coastal Community (Boca Raton, FL)

June 2017 – September 2022

Branch Manager / TM Support / Compliance

Part of an inaugural team of 5 to open the first (De novo) bank office in Florida of this privately held community bank. Obtained $23MM in total deposit growth by year 2, $63MM by year 5 all while achieving a low cost of funds and for the majority of that time working with a team of only 1.5 employees. Helped develop policies, forms, operational and compliance processes. Worked with clients through all aspects of the Treasury Management process to include sales, documentation, operational set up, training and ongoing service of products. Development and enhancement of deposit base while also servicing clients, managing staff and performing operational duties as needed. Assisted other branches. Identification and successful management of fraud attempts to result in no loss to the bank or its’ clients while working with the DOJ, FBI, DOI, and local Police Departments. For the first four years, heavily involved in compliance & BSA. Review and release of wires directly to Federal Reserve Bank. Primary contact for bank to FRB for wire issues/fraud attempts. Also worked extensively with ACH.

Landmark Bank, N.A. (Boca Raton, FL)

August 2014 – June 2017

Branch Manager / Business Development Officer

Successfully formed a team to spear-head growth of De novo office. Within 2 years acquired a daily deposit base of $24MM. Promoted first Palm Beach County branch via efforts with networking & community involvement. Performed Treasury Management functions for Palm Beach county clients. Managed branch team and serviced clients. Oversaw branch compliance and security functions. Released wires to FRB.

First Southern Bank (Boca Raton, FL)

May 2008 – June 2014

Market Manager

Obtained new business, serviced and developed client relationships. Obtained and/or succeeded sales goals annually. Received Top Sales Recognitions. Branch deposits grew from 50MM to 102MM during my tenure becoming the first branch of First Southern to reach 100MM in deposits. Community involvement while promoting bank. Managed team, oversaw operational functions. Assisted other offices & in bank acquisitions as needed. Worked on tasks teams to improve service, profitability and products. Successful client retention during an uncertain market.

Additional Experience at City National Bank of Florida, Harris / BMO Private Bank, JP Morgan Chase Private Bank

Formerly held Series 7 & 63 and Health/Life/Variable Annuity Licenses/Notary Public

Nominated as a Woman of Distinction in 2022

Recognized as a “Community Champion” in 2014 by Deliver the Dream

Awarded in 2008 as “Woman of Distinction”

Awarded by Greater Delray Beach Chamber of Commerce in December, 2007 for

“Making a Difference in the Community”

*Community Involvement, board participation and references available upon request.

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