Lisa Sutherland
Cross Junction
Summary
Dynamic professional with extensive experience in executive support at Navy Federal Credit Union, specializing in operational efficiency and team organization. Proven ability to enhance team performance through effective time management and problem-solving skills. Successful in cross-functional collaboration and project coordination, resulting in improved operational outcomes. Expertise in organizing impactful events and enhancing communication to drive strategic initiatives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Staff Assistant III
Navy Federal Credit Union
Winchester
10.2013 - Current
- Facilitate scheduling of visits for CEO and COO alongside Chief of Staff office.
- Organize and oversee visits for Management Council members, Business Unit executives, and teams.
- Coordinate summit arrangements for business units.
- Facilitate cross-functional efforts with other sites to enhance operational efficiency of site front office team.
- Analyze monthly budget reports, compile and submit Annual Financial Plan for site.
- Operate as subject matter specialist across sites on budget analysis, calendar organization, and effective communications.
- Facilitate monthly WOC Campus Support meeting, communicating vital information and decision-making items to site executive leadership
- Lead quarterly WOC Staff Assistant meetings and GPO and WOC Front Office Support meetings.
- Facilitate executive support encompassing calendar management, meeting and event coordination, forum planning and scheduling, travel arrangements, budget oversight, and program assistance.
- Plan and execute community appreciation events.
- Oversee all components of WOC Celebrate You Initiative from award creation to tracking
- Establish and oversee WOC Recurring Meetings and Events calendars, ensuring all information is current on Cross Site Calendar.
- Provide support for Contact Center Operations related items to include budget planning, forum scheduling and coordination, and conference and summit assistance and coordination.
- Facilitate onboarding process for new team members.
Personal Banker
Bank of America
Burke
05.2020 - 09.2021
- Guided clients through account opening processes and provided assistance with financial product inquiries.
- Cultivated strong relationships with new and existing clients to enhance service for financial needs and strengthen branch loyalty.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Followed operational standards, promoting security, risk management and compliance.
Health Fitness Specialist
Corporate Fitness Works
Winchester
10.2013 - 03.2017
- Create, design, and implement companywide health and wellness programs.
- Responsible for maintaining and adhering to client budget.
- Responsible for creating and presenting capital replacement plan to client.
- Maintain and utilize databases to create reports and organize the annual plan and generate midyear annual client report.
- Responsible for launching employee program, Weight Watchers at Work.
Education
Bachelor of Science - Business Administration
Delaware State University
Dover, DE05-1999
Skills
- Cross-functional collaboration
- Executive support
- Budget analysis
- Project coordination
- Event coordination
- Effective communication
- Problem solving
- Workflow optimization
Certification
- Lean Six Sigma Yellow Belt
Accomplishments
- Winchester Operations Center Team Member of the Month, March 2024
- Sustained Superior Performance Award: 2019-2024
Timeline
Personal Banker
Bank of America
05.2020 - 09.2021
Staff Assistant III
Navy Federal Credit Union
10.2013 - Current
Health Fitness Specialist
Corporate Fitness Works
10.2013 - 03.2017
Bachelor of Science - Business Administration
Delaware State University
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