Lori Barnes Email and Phone Number
Lori Barnes work email
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Lori Barnes personal email
Lori Barnes is a Solution Delivery Project Manager at BMO U.S.. She possess expertise in customer service, banking, sales, management, commercial banking and 21 more skills. Colleagues describe her as "Lori is a great asset to our organization. She cares for our customers and takes ownership of their issues and follows through to define a great customer experience. Lori is also a great team member and always helps her teammates to answer questions, or to be more efficient. She shows ownership, initiative and drive. She consistently goes above and beyond the call of duty to help our team and our clients get to our goals and get better every day. " and "I’ve worked with Lori for a couple of years now and really appreciate her partnership. She’s been a great resource to discuss ideas and processes with and just extremely knowledgeable about all things banking and business."
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Solution Delivery Project ManagerBmo U.S.Kansas City, Mo, Us
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Solution Delivery Project LeadBmo Us Jan 2023 - Present -
Senior Solution Delivery Consultant; Assistant Vice PresidentBmo Harris Bank Jan 2022 - Jan 2023Kansas City Metropolitan Area
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Solution Delivery ConsultantBmo Harris Bank Mar 2021 - Jan 2022Kansas City Metropolitan Area
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Treasury Services Sales AssociateCrossfirst Bank Jun 2020 - Mar 2021Kansas City, Missouri, United States -
Relationship Banking LeadCrossfirst Bank Jan 2020 - Jun 2020Leawood, Ks
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Assistant Vice President- Treasury Management OfficerCommerce Bank Jan 2019 - Sep 2019Kansas City, Missouri Area-Conduct consultative discussions with clients and prospects nationwide, and of various sizes on custom solutions for optimizing cashflow, reducing fraud, and maximizing excess funds-Promote and implement a full cash continuum to provide maximum efficiency and revenue potential-Provide product and industry expertise and technological updates of ever-evolving bank improvements-Act as point of contact for resolution of client-related treasury management issues, coordinating internal resources as needed to reach appropriate resolutions -
Assistant Vice President- Treasury & Payment SolutionsBmo Harris Bank May 2014 - Jan 2019Leawood, Ks And St. Louis, Mo-Day-to-Day interaction with clients regarding current Treasury services.-Perform research on prospects in preparation for face to face meetings, and participate in joint calls.-Develop pricing scenarios, as well as various sales materials for both prospects and current relationships.-Manage system requests and implementation for new business and maintenance requests.-Liaison for new client service on-boarding.-Participate in departmental projects to improve processes and procedures.
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Business Banking CoordinatorBmo Harris Bank May 2011 - May 2014Leawood, KsManage bankers day-to-day activities. Provide necessary support to the banker in establishing, maintaining and enhancing account relationships. Responsible for establishing direct customer contact, and eliminating officer involvement.
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Personal Banking Service BankerM&I Bank Apr 2010 - May 2011Kansas City, Missouri AreaService and retain existing and prospective client needs and provide assistance to Personal Banker and Branch Manager as needed. Answer any questions regarding bank products and services while recognizing selling and referral opportunities. Serve as "back up" to teller line and platform to ensure appropriate and most effective coverage. Coordination of all branch events.
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Customer Service RepresentativeM&I Bank Jun 2008 - Apr 2010Kansas City, Missouri AreaFunctioned as the Bank's primary contact with the public. Worked directly with clients, managed a cash drawer, was responsible for the receipt and payment of negotiable instruments, and handled client inquiries or concerns. Recognizing client needs and referring each client to the correct department. Additionally, I was the leading CSR company wide in referrals in 2009. Regionally, I led in referrals by more than 100 and brought in nearly $650,000 in new money.
Lori Barnes Skills
Lori Barnes Education Details
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Merchandising And Marketing -
Oak Park High SchoolDiploma
Frequently Asked Questions about Lori Barnes
What company does Lori Barnes work for?
Lori Barnes works for Bmo U.s.
What is Lori Barnes's role at the current company?
Lori Barnes's current role is Solution Delivery Project Manager.
What is Lori Barnes's email address?
Lori Barnes's email address is lo****@****orp.com
What schools did Lori Barnes attend?
Lori Barnes attended University Of Central Missouri, Oak Park High School.
What are some of Lori Barnes's interests?
Lori Barnes has interest in Animal Welfare, Children, Arts And Culture, Health.
What skills is Lori Barnes known for?
Lori Barnes has skills like Customer Service, Banking, Sales, Management, Commercial Banking, Loans, Leadership, Event Planning, Microsoft Excel, Customer Satisfaction, Marketing, Cash Management.
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