Lisa Powers Email & Phone Number

Edmonton, AB, CA

960 Emerald Dr #100 Sherwood Park AB T8H 0W6

After nearly a decade with the bank, I was seeking a change to focus more on clients rather than targets. I am passionate about engaging with clients and helping them achieve their goals, whether it's securing their dream home or keeping their current one It’s rewarding to offer personalized solutions that make a real impact.

Edmonton, Alberta, Canada

 Built new primary customers by meeting with new mortgage clients coming from the mortgage broker channel and going over mortgage details and bank offers.  Working independently to cover a large territory of 7-14 branches requires forward thinking, agenda management, problem solving and organization to ensure maximum efficiency while achieving above.

Edmonton, Alberta, Canada

 Engaging with new and existing clients on a daily basis to better understand their short- and long-term financial goals  Provided outstanding customer service by assisting customers with product-related questions and addressed any concerns Demonstrated thorough product knowledge with high-quality investment and borrowing guidance by assisting customers.

Edmonton, Alberta, Canada

 Acted as first point of contact with bank visitors, ensuring they were greeted warmly and directed appropriately Won Best of the Best service award for overall performance Online banking ambassador and expert, sharing knowledge with customers on how to manage banking online.  Consistently exceeded sales targets by promoting bank products and services.

Edmonton, Alberta, Canada

 Processed day to day transactions such as Deposits, withdrawals wire payments and starting fraud investigations for customers in a timely manager.  Contributed to branch success by identifying and fulfilling sales referrals. Connected personally with customers to create long lasting trusted relationships.  Consistently used any down time to take extra.

Canmore, Alberta, Canada

Calgary, Alberta, Canada