Taylor Knaack Email & Phone Number
Who is Taylor Knaack? Overview
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Taylor Knaack is listed as Personal Trust Relationship Manager at Security National Bank, a with 183 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Taylor Knaack.
Taylor Knaack previously worked as Wealth Management Intern at Security National Bank and Compliance Analysis Intern at Central Bank. Taylor Knaack holds Bachelor'S Degree, Business Administration: Finance And Management, Senior from Dordt University.
Email format at Security National Bank
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About Taylor Knaack
I am a business administration student at Dordt University, with a focus on finance and management. As a highly motivated and driven student, I am always striving to achieve my goals. I have excellent organizational and time management skills, and I am a quick learner. I am also a team player and enjoy collaborating with others to achieve common goals.
Taylor Knaack's current company
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Taylor Knaack work experience
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Wealth Management Intern
CurrentAssist members of the investment staff and other division staff to obtain, prepare, and distribute research and other material for staff analysis and presentation to division clients and prospects as appropriate. - Develop investment presentation materials. - Assist in the data retrieval and analysis for quarterly mutual fund review. - Preparation of Investment Committee materials and minutes. - Assist in preparation of market information for distribution to division staff. - Accompany staff on client presentations as appropriate and as opportunities permit.
Compliance Analysis Intern
- Perform project management duties for various departments as assigned. - Perform scrub analysis for processes such as Home Owner Disclosure Act and Federal Home Loan Bank.- Pull daily closed loan report and collaborate with loan officers and bankers to release needed collateral. - Assist with various administrative duties such as filing, typing, and answering multi-line phone systems.
Bank Teller
- Reconcile transactions and verify cash totals without variance.- Identify and manage cross-selling opportunities by providing updated and accurate knowledge of financial products and service offerings.- Maintain strict compliance with banking standards, regulations, and laws.- Research and resolve customer issues on personal savings, checking, and lines of credit accounts. - Apply active listening and effective communication to cultivate and maintain customer rapport.- Identify suspected fraud based on behavioral and transaction markers.
Delivery Driver
- Followed scanning, tracking, and documentation procedures to reduce errors. - Coordinated suitable routes to meet schedule demands.- Adhered to delivery instructions to properly collect and deliver products.- Provided highest level of customer service to achieve delivery satisfaction rating.
Colleagues at Security National Bank
Other employees you can reach at snbonline.com. View company contacts for 183 employees →
Tyler Dybsetter
Colleague at Security National BankSioux City Region, United States
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Keri Struve, Shrm-Scp, Shrm-Pasc
Colleague at Security National BankJefferson, South Dakota, United States
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Tania Robles
Colleague at Security National BankSioux City, Iowa, United States
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Katy Karrer
Colleague at Security National BankSioux City, Iowa, United States
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Richard Kunz, Cfp®, Ctfa, Aep
Colleague at Security National BankNorth Sioux City, South Dakota, United States
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Marni Brinkmann
Colleague at Security National BankPonca, Nebraska, United States
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Cindy Delatorre
Colleague at Security National BankSioux City, Iowa, United States
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Anthony Lamb
Colleague at Security National BankSioux City, Iowa, United States
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Dylan Benson
Colleague at Security National BankSioux City, Iowa, United States
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Tiffani Renken
Colleague at Security National BankCrooks, South Dakota, United States
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Taylor Knaack education
Bachelor'S Degree, Business Administration: Finance And Management, Senior
Education record
Frequently asked questions about Taylor Knaack
Quick answers generated from the profile data available on this page.
What company does Taylor Knaack work for?
Taylor Knaack works for Security National Bank.
What is Taylor Knaack's role at Security National Bank?
Taylor Knaack is listed as Personal Trust Relationship Manager at Security National Bank.
Where is Taylor Knaack based?
Taylor Knaack is based in United States while working with Security National Bank.
What companies has Taylor Knaack worked for?
Taylor Knaack has worked for Security National Bank, Central Bank, and Jimmy John'S.
Who are Taylor Knaack's colleagues at Security National Bank?
Taylor Knaack's colleagues at Security National Bank include Tyler Dybsetter, Keri Struve, Shrm-Scp, Shrm-Pasc, Tania Robles, Katy Karrer, and Richard Kunz, Cfp®, Ctfa, Aep.
How can I contact Taylor Knaack?
You can use AeroLeads to view verified contact signals for Taylor Knaack at Security National Bank, including work email, phone, and LinkedIn data when available.
What schools did Taylor Knaack attend?
Taylor Knaack holds Bachelor'S Degree, Business Administration: Finance And Management, Senior from Dordt University.
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