Lisa Simpson Email & Phone Number

Greenacres, Florida

West Palm Beach, Florida Area

PNC

Palm Beach Lakes

Business Development, leading and managing top sales team.2016 Platinum Performance Excellence Award Winner - top 2% Consumer Banking & Wealth Management*Lead client financially focused, needs met selling team to focus on sales and profitability.*Managed, trained and coached (2) branch sales & service teams. (Sept. 2014-Dec.2014)*Demonstrated entrepreneurial business management skills focused on small business portfolio growth & development. Business needs (2015) 133% (2016)… Show more Business Development, leading and managing top sales team.2016 Platinum Performance Excellence Award Winner - top 2% Consumer Banking & Wealth Management*Lead client financially focused, needs met selling team to focus on sales and profitability.*Managed, trained and coached (2) branch sales & service teams. (Sept. 2014-Dec.2014)*Demonstrated entrepreneurial business management skills focused on small business portfolio growth & development. Business needs (2015) 133% (2016) 186%, Merchant Services 192%*Sales & referral value points (2015) 131% (2016) 141% Investment Revenue 128% *Audit - Satisfactory 2015 & 2016 *Overall client satisfaction - 117% Show less

West Palm Beach, Florida Area

VP Branch Manager - Lead & managed sales & service process for Lake Ave, Lake Worth, Florida Branch.*Demonstrated entrepreneurial business management skills and effective sale planning to drive profitability and customer focused branch. Achieved level 2 profitability (top branches in country level 1) from a level 6 - negative profitability branch in 18 months.*Excellent verbal/written communication skills.*Lead a team to provide financial services to the community.*Cultivated… Show more VP Branch Manager - Lead & managed sales & service process for Lake Ave, Lake Worth, Florida Branch.*Demonstrated entrepreneurial business management skills and effective sale planning to drive profitability and customer focused branch. Achieved level 2 profitability (top branches in country level 1) from a level 6 - negative profitability branch in 18 months.*Excellent verbal/written communication skills.*Lead a team to provide financial services to the community.*Cultivated long term business and consumer relationships.*Ensured a workplace of teamwork and customer service.*82% Customer Satisfaction Score (national average 79%)*Branch Investment Growth 11.3% (2012-2013) Show less

Marketing, Sales, Service & Production - residential interiors and exteriors. CertaPro Painter, reputation is based on Certainty - the customers Certainty of a job well done. We focus on the details of every project - interior & exterior - and we focus on you the customer.

National City District Sales Executive/Senior Vice President – (4/2007 – 7/2009) Coached, mentored & trained the overall sales processes for region consisting of 9 branches and Retail Investment Officer. Assets increased 81 million to 90 million. Deposits increased from 547 million to 714 million (2008) • Motivated & coached to increased overall sales productivity for branches, resulting in regional ranking of 2 out of 149 districts-2008• Mentored & inspired a top selling engaged… Show more National City District Sales Executive/Senior Vice President – (4/2007 – 7/2009) Coached, mentored & trained the overall sales processes for region consisting of 9 branches and Retail Investment Officer. Assets increased 81 million to 90 million. Deposits increased from 547 million to 714 million (2008) • Motivated & coached to increased overall sales productivity for branches, resulting in regional ranking of 2 out of 149 districts-2008• Mentored & inspired a top selling engaged Licensed Banker team 134% of goal– 2008• Attained a district employee Gallup score of 4.51 • Consulted and assisted with the National City / Fidelity Federal merger as a mapping team member • Achieved Excel Award-2007• Achieved National Sales Champion Award-2007• Revitalized the Business Development process to increase districts business loans & deposits • Aligned district with targeted special events, memberships and sponsorships to target a younger customer demographic • Created & executed mortgage partner service level agreements to increase referrals to branch network• Exceeded or achieved audit scores at all branches Show less

Fidelity Federal - Bankwide Sales & Service Manager/ First Vice President (1/2002 – 4/2007) Managed overall sales & service activities for a $4.2 billion regional bank with a 51 traditional & in-store branch network• Implemented Commitment to Excellence, Branch Standards of Excellence, and Service Excellence and Relationship Selling programs• Negotiated contracts , handled vendor management and training for consumer/business credit cards (MBNA), gift/debit cards (Visa), travelers… Show more Fidelity Federal - Bankwide Sales & Service Manager/ First Vice President (1/2002 – 4/2007) Managed overall sales & service activities for a $4.2 billion regional bank with a 51 traditional & in-store branch network• Implemented Commitment to Excellence, Branch Standards of Excellence, and Service Excellence and Relationship Selling programs• Negotiated contracts , handled vendor management and training for consumer/business credit cards (MBNA), gift/debit cards (Visa), travelers cheques (AMEX), payroll services (Paychex), merchant services, and club accounts to increase fee income• Connected Insurance, Investment and Trust to the branch network to improve product knowledge and quality referrals to divisions• Launched & managed contact center, business services and consumer loan fulfillment departments to streamline internal processes and increase customer service• Enhanced and developed new products, services and customer relationship management systems• Conducted product mapping and fee income reviews • Created retention, expansion and attraction direct mail campaigns • Instituted sales incentive and reward / recognition programs• Established customer satisfactions programs – mystery shopping, surveys, comment cards and outbound customer calling Show less

Director of Marketing & Advertising – Administered marketing tactics to increase sales of mortgage, consumer & deposit products for $250 million national internet bank• Developed online marketing tactics to increase overall share of wallet• Generated and managed affinity relationships to increase brand awareness and fee income• Created website content to streamline customer experience

VP/Marketing & Advertising Manager – Directed strategic planning, budgeting & implementation of marketing & advertising for $3 billion regional bank,102 traditional & in-store banking centers, and subsidiaries• Adopted and coordinated brand recognition and demographic analysis techniques to differentiate the bank from the competition – traditional & in-store • Administered advertising, public relations, promotions, special events, sponsorships, direct mail, website content to targeted… Show more VP/Marketing & Advertising Manager – Directed strategic planning, budgeting & implementation of marketing & advertising for $3 billion regional bank,102 traditional & in-store banking centers, and subsidiaries• Adopted and coordinated brand recognition and demographic analysis techniques to differentiate the bank from the competition – traditional & in-store • Administered advertising, public relations, promotions, special events, sponsorships, direct mail, website content to targeted customer demographic• Achieved Regional Addy award – 1999 & 2000• Achieved National award – American Bankers Association – Top 25 Campaigns - 2000• Created annual reports, employee communications, corporate presentations, incentive contests, sales support and recognition events• Executed Denovo marketing plans & strategies • Served as a member of the American Express National Advisory Board • Facilitated 8 acquisitions - product mapping, customer & employee communications Show less

VP/Retail Marketing Manager - VP/Regional Sales & Service – Managed a marketing & sales department for a $3 billion 50 branch network• Created sales support tools for local market, including best practices library, customer profiling, and MCIF reporting• Managed communication, networking, and training for in-store banking activities, relationship manager systems, and small business activities• Originated reward / recognition programs to increase employee engagement• Analyzed… Show more VP/Retail Marketing Manager - VP/Regional Sales & Service – Managed a marketing & sales department for a $3 billion 50 branch network• Created sales support tools for local market, including best practices library, customer profiling, and MCIF reporting• Managed communication, networking, and training for in-store banking activities, relationship manager systems, and small business activities• Originated reward / recognition programs to increase employee engagement• Analyzed market potential to provide improved service and increased sales• Procured targeted sponsorship of community activities to increase households • Led sales and coaching training Show less

Business Major

Business

Business

Business

Retail Management