Lisa Barnes Email & Phone Number

Rothschild, WI, US

Oversaw and led staff in providing best in class customer service to internal and external customers including claims processing and reporting. Partnered with management team to identify best practices impacting workflow, processes, and procedures. Participated in special department/corporate projects.

• Represented the corporate pillars of governance, optimization, and customer focus to achieve revenue growth and address community financial needs, providing sales leadership and overall management of retail branches in.
• Cultivated and led digital transformation to market teams and customers to achieve year-over-year growth in market digital engagement.
• Pulled together all business lines in market to build collaboration and customer focus. Business lines included Business Banking, Wealth Management, Mortgage, Treasury Management, and Payment Solutions.
• Created and maintained cost-effective programs and budgets for region/units.
• Proactively coached and managed 18 branch locations to include performance management and employee development. Coached, inspired, and focused teams on consistent activities and behaviors that deepened client.
• Fostered internal and external relationships and built a strong market culture involving employee engagement, community involvement, and deepening customer relationships.

• Delivered financial results and best in class customer service that defines great customer experience. Cross-sold retail and business banking services and products to clientele. Managed risk, compliance, and branch.
• Created a proactive sales and service environment in which employees delivered clarity to customers through simplicity, guidance, and know-how.
• Established and enhanced the Bank’s presence in the local market and developed strong community partnerships.
• Collaborated with other banking groups to maximize growth and profitability, including managing branch goals.
• Led sales meetings, scheduled joint appointments, and generated outbound calling activities.
• Solicited and managed business accounts and developed strategic alliances with clientele.