Expertise:
Operations management; Personal and commercial banking
Major Product/SVS:
Financial services including home equity, residential and commercial loan management; Treasury management products and services; Trust and annuity services; Online banking and credit card bill payment services; Retail banking products; Checking and saving accounts; Money market and CD products
Hobbies/Sports:
Spending time with her children
Education Degrees:
Coursework in Business, Manatee Community College (1980)
Affiliations Awards:
Local Chamber of Commerce
Work History:
Retail Banking President, First Banks, Inc. (2007-Present); President and Chief Executive Officer, Coast Bank of Florida (2003-2007)
Charity:
Meals on Wheels; United Way of America
Number Of Years In Profession:
31
Number Of Years In Current Position:
6
What Does He/She Attribute Success To:
She attributes her success to her colleagues, who are customer service-oriented.
Position Responsibilities and Duties:
Managing retail banking branches, deposit operations, business continuity planning and corporate compliance functions; Directing finance and human resource operations; Oveseeing couriers, facilities and data conversion projects; Directing new branch openings and expansion projects, as well as customer service enhancement initiatives; Training the staff; Ensuring efficiency and effectiveness of call center operations, records retention, item processing and Internet banking; Enforcing bank policies and procedures
Awards/Honors:
Service Excellence Award (1995); James Duncan Award
Where Will You Be In 5 Years:
In five years, Ms. Lee hopes to expand the bank with more branches.