Caitlyn Taylor Email & Phone Number

Pleasant Grove, Ut, Us

Provo, Utah, Us

Provo, Utah, Us

Provo, Utah, Us

Laramie, Wyoming, Us

-- Created training programs, documentation, and materials for retail banking staff-- Developed tools for training tracking and branch reporting-- Managed Currency Transaction Report tracking, corrections, submission, and reporting for the entire bank-- Performed internal audits on all new accounts on a weekly basis including reporting errors to branches and tracking corrections-- Reviewed daily alerts for BSA risk management system, cleaned up old alerts, improved efficiency of alert monitoring system-- Performed enhanced due diligence and monitoring of high risk accounts to identify suspicious and fraudulent activity-- Assisted with other projects as assigned

Laramie, Wyoming, Us

-- This position fulfilled all of the same functions as a Personal Banking Manager but with the added responsibility of overseeing multiple branches within a region.

Laramie, Wyoming, Us

-- Responsible for overseeing and ensuring the operational soundness of all branches in the Colorado region-- Monitored individual branch error rates in key compliance areas and worked with management to improve metrics-- Observed and identified gaps in employee understanding and assisted with training, coaching, and corrective measures-- Assisted with the creation and improvement of training materials and standard operating procedures-- Created and initiated training and certification programs for retail staff and regional management

Laramie, Wyoming, Us

-- Assisted the BSA Officer and Compliance Department with daily duties -- Pulled reports for fraud and suspicious activity analysis-- Collected CTRs from branch offices, reviewed and tracked errors, and filed CTRs with FinCEN-- Monitored and reviewed branch error rates for internal audit purposes-- Provided backup for the BSA officer whenever they were out of the office-- Assisted with the creation and improvement of training materials and standard operating procedures

Laramie, Wyoming, Us

Built upon Community Banker II experience and responsibilities to manage a team of employees and the daily operations of the branch. -- Ensured all customer service and quality standards were met or exceeded and projects were completed on time and within budget-- As a member of the online banking and debit card support team, provided outstanding customer and technical assistance for all online, mobile and debit card related issues in person, by phone, email, and live chat across all regions of the institution-- Anticipated challenges and obstacles to the growth of the branch and devised solutions through interdepartmental collaboration to improve efficiency and service performance

Laramie, Wyoming, Us

Provided a point of human contact for bank customers and consumers upon which to build and maintain stable, long-term financial relationships and foster the growth of the bank in the local community. Onboard and cross-trained new hires and team members to ensure a seamless, consistent and professional bank experience for all customers.— Primarily responsible for assisting both business and personal customers in selecting and opening new accounts, ensuring accounts match customers’ needs and that the bank’s business continues to grow— Improved team flexibility by training, cross-training and coaching other staff, and revising existing training materials or creating new ones to ensure more consistent learning and job performance— Developed written job aids to facilitate smoother training and ensure employee consistency across job functions— Expertly performed teller functions, including receiving and processing retail and commercial deposit, withdrawal, check cashing, and loan payment transactions by ensuring all necessary documents were properly authorized, were in proper form, and within authorized limits— Consistently provided outstanding customer service by answering questions, solving problems, cross-selling the bank’s other products and services and, when appropriate, referring customers and consumers to other staff— Complied with all bank policies and procedures and applicable banking laws to protect the bank and its customers

Managed the daily operations of a fashion-forward, gently used clothing and accessory franchise targeted at teens and young adults, and oversaw purchase of all inventory directly from the customers. Assisted in the training, coaching and development of a strong staff capable of executing all necessary store functions at the only Fort Collins location. — Assisted store manager with training and advancement of all staff levels — from sales representative, to buyer, to management — on all job functions, including computer and cash register operation, tagging new merchandise, managing fitting rooms, customer service and sales, etc., in compliance with store guidelines and standards— Routinely opened and closed store, which involved counting registers and running register reports as well as supervising store upkeep and maintenance by additional team members— Significantly contributed to store’s smooth functioning by prioritizing and coordinating different tasks and projects to be personally handled or delegated to other team members— Ensured appropriate purchases of inventory be made efficiently and with courtesy to all customers who came to the store to sell their items, boosting the store’s reputation and increasing repeat business opportunities— Personally greeted and offered assistance to every customer who entered the door within 10 steps or 10 seconds, to ensure a positive and consistent experience for all customers and to increase store sales— Earned a Bachelor’s degree while prioritizing 30 hours/week minimum job commitment