Lisa Palmer

A solutions-driven, dependable, and highly ethical professional that always puts the needs of customers first and foremost. Brings a positive spirit and ability to work as an effective team player by enjoying and learning from the ideas of co-workers. Comfortable with learning new systems, ways of working, and technologies.

Part-time Teller/Banker - Crews Bank - Sarasota, Florida

(2025-03 - 2025-11)

• Worked the teller line and helped the bankers when needed.
• Answered phone lines and worked events after hours.

Loan specialist - Third Federal Savings and Banker - Sarasota, Florida

(2023-02 - 2025-01)

• Pipeline of 20 plus loans, HELOC and Lines of credit active at all times.
• Opening of CD's and checking accounts.
• Teller duties when needed.
• Very busy location with answering many phone calls from customers.

Senior Relationship Banker - Synovus - Bradenton, Florida

(2019-02 - 2023-01)

Relationship Banker with deep knowledge of all Synovus financial products. Experienced using the Financial Needs Assessment tool to identify each customer's personal goals, working together with the company's private wealth, investment advisors, and other referral sources within the bank. Passionate about helping customers and ensuring that their experience with Synovus is positive and long-lasting.

• Top 10% of bankers every quarter.

Personal Banker - Wells Fargo - Clearwater, Florida

(2018-01 - 2018-07)

Personal Banker focused on building strong relationships with clients.

• Opened accounts across all bank product types including savings and checking accounts, safety deposit boxes, personal and business loans, and credit cards.
• Active in promoting sales of the branch's other financial product offerings including mortgages and investments.

Senior Bank III - MB Financial Bank - Elmhurst, IL

(2013-01 - 2017-12)

• Top 5% of banker every month.
• Strong in personal and business loans.

Owner - E. I. Systems INC. - Chicago, Illinois

Audio/Video Lighting Design Business. Worked with Developers, Architects and Interior Designers in the Chicago and South Florida area.

AA Degree - Marketing / Merchandising - Ray Vogue

Business courses - Strayer University

Interior Design - Chamberlyn College