Who We Are: At Stirg SurgeConsulting, we are the architects of surging to new heights. Our mission? To propel your organization into a realm where success isn't a destination – it's a lifestyle. We're not just consultants; we're catalysts for evolution. With a battle-hardened foundation in executive leadership across the financial services sector, our maverick trailblazer, Lisa, has weathered storms that would make others crumble. She's not only survived but thrived, sculpting an unparalleled culture of victory amidst adversity.What We Do: Culture is the heartbeat of triumph, and we're in the business of heartbeats. Teaming up with us means taking a quantum leap towards a culture that's driven by purpose, resilience, and raw determination. Together, we sculpt blueprints that don't just raise the bar – they shatter it. Picture this: a custom-made strategy that shapes leaders who not only navigate their teams through the tempest but dance on it. We're not about reaching for the stars; we're about redesigning constellations.Our Edge: Lisa isn't your run-of-the-mill coach. With two decades of curating brilliance in people management, sales mastery, and leadership metamorphosis, she's an alchemist of emotional intelligence. This isn't leadership; it's orchestration. Our methodology? Managing the very essence of individuals to engineer triumph in today's high-pressure landscapes. From the pinnacle of sales infernos to the core of team dynamics, Lisa has decoded the DNA of motivation and excellence.What Sets Us Apart:We're not here to produce good teams; we're here to forge legendary ones. Our arsenal is brimming with insights that infiltrate minds, fostering a hunger for overachievement that's insatiable. We don't just meet expectations; we surpass them in ways that leave jaws dropped and competitors scrambling. Let's revolutionize your workforce into a battalion of elite performers who redefine the boundaries of success – without needing to be told.

Responsible for the leadership, strategic direction, and oversight of the primary Member Service delivery channels, including the branches, call center, and digital delivery, as well as Marketing and Community Development. Led the sales development of the Mortgage, Credit Card, and Small Business Member Experience Deposit and Cash Management product teams. Served as Executive Sponsor for the Product Management Committee, Member Experience Steering Committee, and the Diversity, Equity, and Inclusion Team Committee. Created the Member Experience tools, leadership development tools, and relationship management and book of business sales model to help shift the retail branches from product offering to relationship needs based selling. Created a Community Mayor Playbook model for delivery teams which ensured each delivery team optimized their unique strengths and also solved for their specific members' and markets' needs. As an influential part of the Executive Team, my leadership led the member experience vision and strategies which supported the credit union’s organic growth moving from $1.2B in assets in 2018 to $1.8B in 2022. We shifted the retail staffing model to better support a proactive sales and relationship building model, growing the retail staffing infrastructure from 107 FTE in 2018 to 183 FTE in 2022, showing a direct ROI to increased deposit and loan growth as well as the scalable coaching and business development model needed to drive long-term growth for the organization. Led organization through re-branding the credit union to create internal culture and external brand awareness, growing the marketing budget from $788k to $2.5M, while also leading community development through a paradigm shift to create strategic community partnerships, expanding the budget from $238k to $450k.

Oversaw leadership and management of 38 banking locations throughout South Seattle, the Kitsap and Olympic Peninsulas, and Central / Eastern Washington with $1.3B in deposits and 375 team members. Led and developed a team of 4 district managers and was responsible for distribution strategy of the retail branch footprint in Greater Washington. Built strategies and led execution that increased team engagement, customer engagement, consumer and small business household growth, and oversight of risk management.Consistently led the way in high team member retention, best in class customer experience scores, and double digit deposit and small business lending growth. Key Leadership Strengths and Competencies:Emotional IntelligenceMotivates and inspires others to high performanceStrategic planningBuilds strong relationshipsP&L responsibility Community leader and volunteerHigh integrity and honestyArtful at influencingInnovates and problem solves Critical thinkerCommon senseConnects teams to the big pictureCollaboration and teamwork

Passionate leader who communicated, clarified, and coached region leadership teams’ organizational and leadership development skills. Built Customer Experience strategies and tools for mid-large size regions across multiple states including WA, AK, UT and ID. Consulted directly with senior leaders in the Regional Bank to drive leadership effectiveness. Developed and facilitated leadership development training for senior leaders within the regions. Supported accountability for consistent customer experiences by coaching and developing strong leadership within the branch locations. Provided effective observation and diagnosis to help leaders understand the root cause issue interfering with delivery and execution. Consulted, coached, observed, diagnosed, advised and influenced all levels of regional leadership including partners in various Wells Fargo business and support lines.

Responsible for leadership development and sales & service management of 12 branch managers and bank locations in Northern Nevada, with 165 team members total. Managed the customer experience and team engagement/development, coached effective sales management, as well as built and supported strong partner relationships of various Wells Fargo business lines. Served as the Chairwoman of the Carson City Chamber of Commerce and supported team activities and volunteerism within the local communities.

Started the awesome journey of learning to manage people and what I like to call being a franchise business owner at Wells Fargo... this began at the Silverada & Oddie In-Store Branch location, then moved along to the south end of town to manage my first Traditional Branch, Galena... it was so fun learning all the different complexities that come with a larger team, an affluent clientele, and specialized bankers. About nine months in, my district manager asked me to add on the Scolari’s In-Store location to my responsibilities... which was such an exciting opportunity. Learning how to navigate managing communication of being with two teams and one of those being a 7 day a week operation... was the start to the rest of my career. Four months later I became a district manager in Carson City... and the rest is history! I will forever be grateful to my boss, Sean French, for taking a risk on me... when I was not the best candidate on paper, and didn’t know how to articulate a single thing that I did as a manager... I just remember promising that I “loved helping people”... and “would care more than any other candidate he had” and “would work harder than anyone else”. I remember the exact moment he called to offer me the position... and that started my obsession with helping people understand their finances... and my personal mission to always take a risk on great people to help them reach their highest potential and to build their careers. #gratitude