Kendall Taylor Email & Phone Number

Spokane, Wa, Us

·Leads two Business savvy branches ·Focuses on Business relationship development including sourcing, scrubbing and business visits to build and enhance strong face to face relationships · Creates a partnership with Investment Services, Cash Management, Commercial and Business services to assist with needs from each department· Collaborates with Community Relations, Commercial and Business Services to grow business deposits, lending and overall financial relationships by attending community… Show more ·Leads two Business savvy branches ·Focuses on Business relationship development including sourcing, scrubbing and business visits to build and enhance strong face to face relationships · Creates a partnership with Investment Services, Cash Management, Commercial and Business services to assist with needs from each department· Collaborates with Community Relations, Commercial and Business Services to grow business deposits, lending and overall financial relationships by attending community events and various business visits. Show less

·Leads a branch team of 5 plus an additional 6 remote employees that provide support to surrounding branches in need ·Assists partners with retail focused transactions to reinforce frontline relationships ·Develops staff through strong communication to help them reach their career goals ·Provides direction and delegation to create a climate where people are motivated to do their best · Reallocates resources to help cover staffing for the region using out of the box thinking to assess last… Show more ·Leads a branch team of 5 plus an additional 6 remote employees that provide support to surrounding branches in need ·Assists partners with retail focused transactions to reinforce frontline relationships ·Develops staff through strong communication to help them reach their career goals ·Provides direction and delegation to create a climate where people are motivated to do their best · Reallocates resources to help cover staffing for the region using out of the box thinking to assess last minute needs. · Mentor, onboard, coach, interview and hire all new hire a heads and branch support for our delegated region. Show less

·Processes treasury transactions to ensure proper disbursement and accounting. · Prepares daily and monthly reports and exceptions· Reviews and processes documentation for account setup and removal. ·Oversees and monitors high volume cash transactions. ·Corrects discrepancies that occur between book and bank transactions. ·Research and pull all support documents for Monthly Direct Note. · Works closely with Loan Operations and Loan Accounting to process critical funding transactions… Show more ·Processes treasury transactions to ensure proper disbursement and accounting. · Prepares daily and monthly reports and exceptions· Reviews and processes documentation for account setup and removal. ·Oversees and monitors high volume cash transactions. ·Corrects discrepancies that occur between book and bank transactions. ·Research and pull all support documents for Monthly Direct Note. · Works closely with Loan Operations and Loan Accounting to process critical funding transactions. ·Consistently meets deadlines while maintaining accuracy. ·Works with live checks, places stop payments, retrieves draft and check copies. ·Reviews, create, initiates and complete both repetitive and non-repetitive wires and ACHs. Show less

Spokane, Washington Area

· Maintains all office billing and collections including A/R, A/P and P&L reports. ·Develops and maintains a knowledge of managed care contracts. ·Proactively facilitates communications with patients, coordinates active treatment plans between multiple providers simultaneously. · Communicates effectively with patient for financial options including dental insurance coverage and out of pocket expenses. · Manages the daily, weekly, and monthly calendar to meet the practice production and… Show more · Maintains all office billing and collections including A/R, A/P and P&L reports. ·Develops and maintains a knowledge of managed care contracts. ·Proactively facilitates communications with patients, coordinates active treatment plans between multiple providers simultaneously. · Communicates effectively with patient for financial options including dental insurance coverage and out of pocket expenses. · Manages the daily, weekly, and monthly calendar to meet the practice production and collection goals. · Accurately records treatment information in the patient’s chart, provides face-to-face education and counseling, timely follow up and responses via email, telephone and during scheduled appointments.· Schedules all future treatment planned for next appointment, and the amount of chair time, doctor time and assistant time, as needed. ·Organizes and run daily morning huddle, reports on production results addresses and evaluate patient flow from previous day. · Updates staff on the status of the current days production goals and identifies scheduling gaps. ·Schedule and register New Patients and ensure all required documentation is completed and up to date by patient. · Efficiently performed insurance verification and pre-authorization functions. · Leads a team of 7 Show less

Cinnaminson, Nj

·Leads a team of 8 including 2 assistants, 1 lead teller, 2 CSRs, and 3 tellers · Closely manages daily and monthly goals and supporting activities to ensure they are met. ·Recognizes and discovers financial needs of customers at all levels and works to find the best solutions for each. · Develops and maintains positive long-term relationships with customers. · Sells appropriate banking services and products, including convenience services, certificates of deposit, investment services, and… Show more ·Leads a team of 8 including 2 assistants, 1 lead teller, 2 CSRs, and 3 tellers · Closely manages daily and monthly goals and supporting activities to ensure they are met. ·Recognizes and discovers financial needs of customers at all levels and works to find the best solutions for each. · Develops and maintains positive long-term relationships with customers. · Sells appropriate banking services and products, including convenience services, certificates of deposit, investment services, and asset or portfolio management. · Identifies investment needs of customers and provides guidance for reaching investment goals. · Analyzes customer information to identify opportunities for growth and expansion of services. ·Leads strategic planning of activities for developing business plans to meet goals ·Small business advocate for region, partnering closely with our Cash Management and Business Partners on Business visits. ·Participates in outbound business calls to provide cross sell opportunities. ·Visits Businesses to offer financial reviews to deepen existing relationships and prospect new relationships. Show less