Taylor Wallis

Taylor Wallis Email and Phone Number

PB Professional Associate @ J.P. Morgan Private Bank
Scottsdale, AZ, US
Taylor Wallis's Location
Scottsdale, Arizona, United States, United States
Taylor Wallis's Contact Details

Taylor Wallis personal email

About Taylor Wallis

As a seasoned executive in the Financial Services industry, I am actively seeking new opportunities where I can leverage my expertise to drive strategic growth and deliver exceptional results. With a proven track record of successfully leading cross-functional teams, managing complex projects, and fostering strong client relationships, I am driven to make a significant impact in the dynamic landscape of the financial services sector. I thrive in fast-paced environments, thrive on challenges, and possess a deep understanding of market trends and regulatory frameworks that shape the industry. My goal is to join an innovative organization that values innovation, fosters collaboration, and offers ample room for professional growth.I bring a unique blend of leadership, technical expertise, and business acumen that can drive sustainable growth and profitability for any organization. With over 10 years of experience in the financial services industry, I have consistently delivered exceptional results by implementing innovative strategies, optimizing operational efficiency, and building high-performing teams. My strong analytical skills, combined with a deep understanding of financial markets and risk management, enable me to identify and capitalize on lucrative business opportunities while mitigating potential risks. Furthermore, my exceptional communication and negotiation skills have allowed me to build and maintain long-term relationships with clients, stakeholders, and regulatory authorities. By leveraging my extensive experience and skill set, I am confident in my ability to contribute significantly to an organization's success and propel it to new heights in the financial services industry.Accomplishments:• Served as a panel member for newly hired financial advisors and client service team members, providing valuable insights and guidance on cultivating successful relationships with client service teams. Shared expertise in effective communication, empathy, and proactive problem-solving techniques, enabling new team members to forge strong connections with clients. Contributed to the development of training materials and best practices, enhancing the overall performance and effectiveness of the organization's client service teams.

Taylor Wallis's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

View
PB Professional Associate
Scottsdale, AZ, US
Website:
jpmorgan.com
Employees:
75129
Taylor Wallis Work Experience Details
  • J.P. Morgan Private Bank
    Pb Professional Associate
    J.P. Morgan Private Bank
    Scottsdale, Az, Us
  • J.P. Morgan Private Bank
    Vice President Client Service Associate
    J.P. Morgan Private Bank Nov 2023 - Present
  • Morgan Stanley
    Client Service Professional
    Morgan Stanley Jul 2023 - Nov 2023
    Phoenix, Arizona, United States
  • Morgan Stanley
    Service Relationship Professional Team Lead
    Morgan Stanley Feb 2023 - Jul 2023
  • J.P. Morgan Private Bank
    Senior Client Service Associate
    J.P. Morgan Private Bank Jan 2022 - Feb 2023
  • J.P. Morgan Private Bank
    Client Service Associate
    J.P. Morgan Private Bank Jan 2021 - Jan 2022
    Scottsdale, Arizona, United States
  • J.P. Morgan Private Bank
    Client Services Representative
    J.P. Morgan Private Bank Jan 2018 - Jan 2021
    Scottsdale, Arizona, United States
  • Merrill Lynch
    Wealth Management Client Service
    Merrill Lynch Sep 2016 - Jan 2018
    Chandler, Arizona
  • Outboundengine
    Sales Associate
    Outboundengine Mar 2016 - Jul 2016
    Austin, Texas Area
    OutboundEngine is a 100 percent done-for-you email, social media and content marketing platform that helps business owners stay top-of-mind with customers and prospects, and turn online engagement into revenue. The cloud-based product automates the delivery of timely, tailored e-mail, social and content marketing campaigns for a wide range of industries. Its personalized and touchless approach helps business owners reach and nurture customers while freeing them up to do what they do best: their jobs.
  • Wells Fargo
    Collector 2
    Wells Fargo Jun 2013 - Nov 2014
    Tempe, Arizona
    In the 90th percentile 6 out of 8 months for collection statistics, meeting goals 99% for dollars collected on outstanding customer accounts. 100% goal attainment for quality assurance. In addition to meeting company goals.
  • Wells Fargo
    Foreign Teller
    Wells Fargo Sep 2012 - May 2013
    Fountain Hills, Arizona
    Responsible for customer interaction and services, including account maintenance, cash and account transactions, foreign cash and exchange transactions. While achieving and maintaining a 100% customer service score though random customer surveys.
  • Zumiez
    Sales Person
    Zumiez Jun 2010 - Mar 2012
    Pheonix, Arizona
    The direct customer contact and face of the retail store; responsible for all product knowledge and new community information; maintained 100% of sales goals while ensuring a memorable shopping experience to achieve repeat customers.
  • Innovion Corporation
    Accounting Intern
    Innovion Corporation Jun 2011 - Feb 2012
    4360 W. Chandler Boulevard, Suite 9, Chandler Az 85226
    Responsible for Invoice Data entry, customer contact maintenance, preparation of mailers, maintain and updated the accounting systems with both information and software.
  • The Home Depot
    Cashier
    The Home Depot Feb 2011 - Oct 2011
    #0472 Hayden Rd., Scottsdale, Az
    Put Customers FIRST and helped them get checked out in a timely manor.
  • Target
    Sales Floor Team Member
    Target May 2008 - Jun 2009
    Helped guest with any questions they had about products we carry and made sure they had every necessity to make there products work at there maximum performance.
  • Sports Chalet
    Sales Team Member
    Sports Chalet Oct 2007 - Jan 2008
    Helped customers with purchasing choses and making sure they were getting exactly what they needed to improve there physical health.
  • Safeway
    Courtesy Clerk
    Safeway Aug 2006 - Oct 2007
    Helped customers with purchases and any other help that they may need.

Taylor Wallis Skills

Customer Service Microsoft Office Retail Excel Word Powerpoint Analytics Financial Accounting Microsoft Excel Microsoft Word Access Leadership Sales Outlook Teamwork Public Speaking Event Planning Time Management Marketing

Taylor Wallis Education Details

Frequently Asked Questions about Taylor Wallis

What company does Taylor Wallis work for?

Taylor Wallis works for J.p. Morgan Private Bank

What is Taylor Wallis's role at the current company?

Taylor Wallis's current role is PB Professional Associate.

What is Taylor Wallis's email address?

Taylor Wallis's email address is ta****@****ase.com

What schools did Taylor Wallis attend?

Taylor Wallis attended Arizona State University, Scottsdale Community College, Desert Mountain High School, Saguaro High School.

What are some of Taylor Wallis's interests?

Taylor Wallis has interest in Backpacking, Human Rights, Technology, Snowboarding, Education, Environment, Poverty Alleviation, Camping, Dog Care/training And Technology, Disaster And Humanitarian Relief.

What skills is Taylor Wallis known for?

Taylor Wallis has skills like Customer Service, Microsoft Office, Retail, Excel, Word, Powerpoint, Analytics, Financial Accounting, Microsoft Excel, Microsoft Word, Access, Leadership.

Who are Taylor Wallis's colleagues?

Taylor Wallis's colleagues are Alessandro Bastianelli, Pavan Kumar, Deepak Bhalerao, Emre Uruz, Sanjay M S, Fatema Fardan, Olívia Petronilho.

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