Kyle Taylor Email & Phone Number

Seattle, Wa, Us

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.