Lisa Wallace
About Lisa Wallace
Lisa Wallace serves as the Vice President and Senior Relationship Manager at City National Bank, where she has worked since 2022. With over 24 years of experience in the financial services industry, she specializes in helping customers achieve their financial goals through a professional approach.
Work at City National Bank
Lisa Wallace serves as Vice President and Senior Relationship Manager at City National Bank, a position she has held since 2022. Based in Washington, District of Columbia, she is recognized for her commitment to helping customers achieve their financial goals. Her professional approach fosters trust and builds lasting relationships with clients. In her role, she utilizes her extensive knowledge of the financial landscape to provide tailored solutions that meet the unique needs of each customer.
Previous Experience at First Citizens Bank
Before joining City National Bank, Lisa Wallace worked at First Citizens Bank as a Financial Sales Manager and Vice President from 2021 to 2022. During her tenure, she focused on enhancing customer relationships and driving business growth. Her experience at First Citizens Bank contributed to her understanding of the financial services sector and equipped her with skills to effectively manage client needs and expectations.
Career Background in Financial Services
Lisa Wallace has over 24 years of experience in the Financial Services Industry, specializing in business banking and customer relationship management. Prior to her role at First Citizens Bank, she served as Branch Manager at M&T Bank from 2015 to 2021. This six-year experience allowed her to develop a comprehensive understanding of branch operations and customer engagement strategies, further enhancing her capabilities in financial services.
Education and Expertise
Lisa Wallace studied at the University of Maryland Eastern Shore, where she gained foundational knowledge that supports her extensive career in finance. Her educational background, combined with her practical experience, enables her to provide informed guidance to clients. She possesses deep knowledge of the financial landscape in the Maryland, Virginia, and Washington D.C. area, leveraging local insights to benefit her clients effectively.