Open to opportunities

Lisa Jensen

@lisajensen

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Experienced finance professional with a focus on treasury management.

United States

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What I'm looking for

I am looking for a role that values teamwork, offers growth opportunities, and allows me to leverage my finance expertise.

I am an experienced finance professional with a strong background in Treasury and Cash Management, operations, and compliance. My career has been marked by a proven track record of achieving goals and increasing profitability while ensuring superior customer satisfaction. I have successfully led teams and developed policies and procedures that enhance operational efficiency and compliance standards.

Throughout my career, I have managed complex client portfolios and have been instrumental in the transition of banking platforms, ensuring seamless migrations for Treasury Management clients. My expertise in fraud mitigation has resulted in zero losses while collaborating with governmental authorities. I am proficient in various banking systems and applications, which allows me to provide exceptional service and support to clients.

Experience

Work history, roles, and key accomplishments

Consultant / Team Lead

The RWC Group

Jul 2024 - Jul 2024 (0 months)

Led a team to assist with the transition between bank platforms, providing high-level customer service and managing an upper-tier client portfolio. Responsible for training, troubleshooting, and resolving technical issues related to Treasury Management products.

Treasury Management Customer Service Team Leadership Technical Troubleshooting

Consultant / Treasury Management Specialist

Meridan / Vericast

May 2023 - Jun 2023 (1 month)

Assisted Tier 1 & 2 Treasury Management clients during bank migration, focusing on training and troubleshooting to enhance customer retention.

Treasury Management Customer Retention Technical Support Bank Migration

Consultant / Bank and Treasury Management Specialist

The RWC Group

Sep 2022 - Apr 2023 (7 months)

Worked with bank branches to set up accounts and Treasury Management services, managing complex migrations and providing training and technical support.

Treasury Management Technical Training

SVP Branch Manager

FNBCC | First National Bank Coastal Community

Jun 2017 - Sep 2022 (5 years 3 months)

Managed the inaugural branch of a community bank, achieving significant deposit growth and developing operational and compliance processes while maintaining high client service standards.

Compliance Customer Service Fraud Management

VP Branch Manager

Landmark Bank, N.A.

Aug 2014 - Jun 2017 (2 years 10 months)

Led a team to establish a new branch, achieving substantial deposit growth and enhancing community involvement through networking and marketing efforts.

Business Development Team Leadership Community Engagement Treasury Management Compliance

VP Market Manager

First Southern Bank

May 2008 - Aug 2014 (6 years 3 months)

Drove new business and client relationships, achieving significant deposit growth and recognition for sales performance while managing operational functions.

Sales Management Client Relationship Management Team Management