LISA T SIMON
Lafayette, LA *****
337-***-**** ***********@*****.***
PROFESSIONAL SUMMARY
Personable team player as well as an independent worker with excellent interpersonal and communication skills, and
the flexibility to quickly adjust to changing environments. Extensively experienced and goal oriented in all areas of
customer service, business development and administration. Excels within highly competitive environments where
leadership skills are keys to success. Core Competencies
Microsoft Word/ Windows Cash Management
Consumer Loans Efficiency Improvement
Accounting Reports Financial Audits
EMPLOYMENT HISTORY
New Iberia Bank, Lafayette, LA 2012-current
Relationship Banker
• Accountable for soliciting business accounts and developing strategic alliances with clientele
• Authority to oversee all Teller transactions
• Devise and implement marketing principles and promotional sales events for commercial
projects to further financial growth
• Cross-sell banking services and products to better serve clientele
• Participate in community events to position the bank as leader within the community
• Consumer Loan Officer handling all business and personal loans
Home Bank, Lafayette, LA 2010-2012
Universal Banker
• Performed all aspects of Teller duties
• Assisted with maintaining the end of day balance of bank vault
• Handled the processing of all traveler and cashier’s checks
• Accountable for handling all incoming and outgoing collections
• Servicing all customers on a daily basis
First National Bank of Jeanerette, New Iberia, LA 2008 –2010
Head Teller / Asst Branch Manager
• Excel interfacing with co-workers at all levels to ensure organizational skills and goals are attained
• Proactive approach has resulted in capturing numerous accounts and expanding client base.
• Managed daily operations of loans, business and personal accounts as well as servicing customers
• An effective manager with the skills necessary to direct, train and motivate staff to its fullest potential
Teche Federal Bank, New Iberia, LA 2004-2008
Customer Service Rep II / Data Processing
• Processed daily transactions ensuring all documents were balanced
• Handled all deposit and withdrawals in order for transactions to post in a timely manner
• Assisted customers with opening new accounts as well as handling daily transactions
*References upon request
.
Ashley Tyler
First Franklin Finance, Clerk
New Iberia, La
Roxy Simon
Baker Hughes, Administrator
Broussard, La
Angela Badeaux
Teche Federal Bank, Facility Bank Manager
New Iberia, La