Kyle Taylor Email & Phone Number

Seattle, WA, US

Seattle, Washington, United States

Greater Seattle Area

• Maintaining treasury products and accounts while providing research and resolution on client's treasury inquiries
• Acting as a liaison between Relationship team, Operations, Treasury Management Sales and Implementations to provide the best service to the client
• Preparing and collecting account documentation with regards to financial regulations
• Managing internal project initiatives for my portfolio of 60+ clients enabling their continued growth
• Identifying products and services that may benefit clients and improving overall relationship profitability

Greater Seattle Area

• Managed assigned book of business composed of high net-worth individuals and business clients with annual revenues of up to $2 million
• Proactively sourced new consumer and business clients through outbound calls and referrals from established relationships
• Partnered with specialists to refer clients with complex financial needs including mortgage, business, and investments opportunities
• Onboarded and mentored new to role bankers in policy and procedure, profiling, excellent customer experience, and overcoming objections
• Supported branch staff as Manager on Duty (MOD) by assisting in difficult client interactions, creating branch schedules and analyzing branch P&L

Greater Seattle Area

• Assisted walk in customers with financial questions leading to better knowledge and understanding of brand products and services.
• Prioritized workload based off staffing of daily schedule to help out in different areas of servicing in the branch.

Greater Seattle Area

• Oversaw and managed cash flow for the branch by reviewing vault and teller cash averages, projected usage, and ordered cash denominations accordingly.
• Trained coworkers in new services and promotions allowing customers to be informed of new benefits.

Marysville, Washington Area

• Supervised operations of store including: write schedule for 60+ associates, review P & L statements, responsibility over stock management, and oversee loss prevention methods and team
• Inspired company expectations and programs and communicated standards to team members
• Addressed safety issues in store as leader of the safety committee and problem solved for future accident prevention

Bellingham, Washington Area

• Collaborated with management and retail associates to analyze reports of cashier speed to interpret where improvements could be made.