Lisa Crump Email and Phone Number
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Let me help you with all of your financial goals - contact me with any financial question. My Specialties and 10+ years of experience can help with: Small Business Lending,IRA and retirement strategies, including 401kPersonal lending,Municipal banking,Small business banking $250-2MM gross annual sale,Private wealth,Complex lending projects
First Citizens Bank Financial Services
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Financial Services ManagerFirst Citizens Bank Financial Services Sep 2008 - PresentRaleigh, North Carolina, UsManage book of 1500 business and personal clients with 22M under management in branch2023- Top Performer in area 2018- Area Platform Banker OJT Trainer, trained 12 new bankers for float and management positions.2019 Top Banker Award earning trip to New Orleans LA2018 Top Banker Award earning trip to San Antonio TX 2017 Top Banker Award earning trip to Asheville NC 2016 Top Banker Award earning trip to Orlando Fl2015 Top Banker Award earning trip to Dallas TX Extensive municipal banking experience with multiple RFP, winning ratio at 75%Manager of 2 locations of First Citizens bank in Mooresville NCConsultative approach to financial solutions to meet clients goals.Mystery Shop score cummulative through career over 95%, document availableComplex problem solving for customer service, management, and sales strategiesBusiness planning and budgeting with local teamProven track record of prospecting new business, enhancing exsisting relationships and meeting or exceeding sales goalsAbility to understand and interpret financial statement and cash flow analysis -
Financial Sales MangerFirst Citizens Bank Financial Services Sep 2008 - PresentRaleigh, North Carolina, UsAs a Financial Sales Manager at First Citizens Bank, you will manage sales efforts and associates in a branch location and oversee branch operations, with the support of an operations specialist. This role engages in outbound calling activities to generate new business opportunities and drives accountability for proactive customer outreach with the branch sales team. You will leverage your team and your own expertise in consumer and small business financial needs. This position establishes banking relationships, extends credit and identifies referrals for specialty partners. -
Aquisition Banking DirectorWachovia Bank Na Apr 2004 - Sep 2008Led personal acquisition strategy for 98 financial centers across Western NC. Provide clients with financial solutions to enhance benefit package offering toemployees.Customers include both retail and small business customers providing all financialservices to customers including demand deposit, retail/commercial lending, retirement andinvestment services.As financial specialist, consistently achieve all branch goals- -deposits, loan, andsmall business Promoted outside of typical career development plan as a result of performance.Gallup poll service score current average: 6.92 out of 7.00Manage team of direct reports and peer coach across all job families.
Lisa Crump Skills
Lisa Crump Education Details
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North Carolina State UniversityProduction Management -
East Carolina University 1991
Frequently Asked Questions about Lisa Crump
What company does Lisa Crump work for?
Lisa Crump works for First Citizens Bank Financial Services
What is Lisa Crump's role at the current company?
Lisa Crump's current role is AVP Branch Manager First Citizens Bank 828.464.8792 lisa.crump@firstcitizens.com providing advice on personal banking, small business and savingsidea.
What is Lisa Crump's email address?
Lisa Crump's email address is mo****@****ery.com
What is Lisa Crump's direct phone number?
Lisa Crump's direct phone number is +127076*****
What schools did Lisa Crump attend?
Lisa Crump attended North Carolina State University, East Carolina University 1991.
What are some of Lisa Crump's interests?
Lisa Crump has interest in Children, Economic Empowerment.
What skills is Lisa Crump known for?
Lisa Crump has skills like Loans, Finance, Mortgage Lending, Management, Customer Service, Sales, Small Business, Consumer Lending, Credit, Retail Banking, Financial Services, Investments.
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