1. ISABEL SURTANI
1006 University Drive, Clearwater, FL 33756 • 813-382-3459 • Isurtani73@gmail.com
PROJECT MANAGEMENT / TRAINING & DEVELOPMENT
Dynamic professional with extensive experience coordinating and managing successful projects and leading high-
performing teams. Excellent interpersonal and communication abilities, known to easily build rapport and
cultivate strong relationships with staff, customers, and business third parties. Skilled at creating solutions to
problems by improving processes as well as developing and implementing initiatives that achieve results. Ability
to apply knowledge of financial and business principles and practices to achieve successful outcomes in cross-
functional projects and activities.
SKILLS SUMMARY
Leadership • Project Management • Customer Service• Contracts & Negotiations
Relationship Building • Written / Verbal Communication • Vendor Management
Budget Management • Process Improvement • Training and Development
PROFESSIONAL EXPERIENCE
Bank of America 2001 – 2015
Southeast Regional Manager, Vice President - ATM Sales and Business Development
Manages approximately 850 remote ATM portfolios across 8 states; totaling $8M in capital.
 Pioneered the establishment of 7 terminals attached to Farm Stores in Miami after initially being turned
down by the Mayor of the city; successfully negotiated a five year lease agreement with a 50% savings.
 Took the lead in resolving a complex problem between an outside lease broker and internal associate by
coordinating a meeting to resolve the conflict, removing the unresponsive broker from company account,
and coaching associate on diversity and communication.
 Resolved a $250K delinquent payment owed to Albertsons by analyzing and identifying the discrepancy
and promptly contacting the business to correct the issue with tact and diplomacy.
 Built and implemented a process to remove 500 (25%) of underperforming partner sites and decreased
the overall request of the non-profitable site, reducing expenses by 60%.
 Saved the bank approximately $1M in capital expenditure by performing extensive research and data
analysis to determine the status of new terminals.
 Achieved 2014 Retail Banking & Distribution Top Performer award for utilizing innovation and problem
solving to improve processes and increase revenue.
Bank of America
Customer Service & Training Development Team Lead 1991 – 2001
Developed, coordinated, and facilitated the training program for new and existing Customer Service
Representatives.
 Played key role in increasing employee engagement, performance, and production through enhancing
staff skills and knowledge to effectively perform duties and achieve company goals.
COMMUNITY INVOLVEMENT
Bank of America Community Volunteers Chairperson
Develops strategic market partners and collaborates with teams to manage and plan all volunteer events.
Oversees the annual budget while managing a team of 7 associates.
 Awarded Volunteer Excellence Award two consecutive years for personally logging over 250 volunteer
hours.
 Awarded 2015 BAACV Chair Award for leading the effort of achieving 30,000 logged volunteer hours.