Lisa O'Brien is a seasoned financial professional with extensive experience in customer and relationship management. Currently serving as a Senior Customer Manager at Suncorp Group since October 2013, Lisa designs tailored financial solutions for valued customers, addressing their lending, deposits, insurance, and wealth needs. Previous roles include Senior Relationship Manager, providing personalized banking services to high net worth individuals, and Business Banking Manager at Bank of Queensland, where Lisa managed a portfolio of 150 customers with a focus on business retention and development. Lisa possesses strong selling, negotiation, and communication skills, as well as a solid understanding of the commercial market and financial analysis. Educational credentials include a Diploma of Financial Services from Kaplan Australia, completed in 2015.
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