Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kayla Taylor

Spring,Tx

Summary

Experienced customer service professional with 10+ years in banking, combining strong communication skills with deep operational and technical knowledge. Quick learner who thrives under pressure, with a proven ability to resolve issues, support digital tools, and drive customer satisfaction in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Sr. Client Service Associate

Amegy Bank of Texas
05.2022 - Current
  • Deliver high-quality service to a diverse customer base by addressing inquiries, resolving issues, and ensuring satisfaction across a wide range of banking products.
  • Support daily branch operations, including transaction oversight, cash handling, audits, and compliance with internal controls and regulatory standards.
  • Handle customer concerns with professionalism and efficiency, achieving high resolution rates and contributing to increased customer loyalty.
  • Utilize core banking systems to process transactions, manage accounts, and ensure accurate record-keeping and documentation.

Universal Banker

PNC
10.2021 - 05.2022
  • Merger from BBVA to PNC
  • Served as a hybrid personal banker and lead teller, delivering both transactional and consultative financial services to individual and small business clients.
  • Opened and maintained accounts, processed consumer loan applications, and provided tailored financial solutions based on customer needs and goals.
  • Referred clients to specialist in mortgages, investments, and business banking, supporting branch sales and referral goals.
  • Assisted in training new staff on banking systems, customer service techniques, and branch operations.

Universal Banker

BBVA
12.2019 - 10.2021
  • Assisted clients with a wide range of financial needs, including new accounts, loans, credit products, and personalized banking solutions.
  • Served as the lead teller, overseeing daily cash operations, balancing vaults and ATM, conducting audits, and ensuring compliance with security and regulatory procedures.
  • Handled complex transactions and customer issues, escalating when necessary and ensuring timely, accurate resolutions.

Education

High School Diploma -

Spring High School
Spring, Tx
06-2012

Skills

  • Strong technical aptitude and quick learner of new systems and software
  • Operational efficiency and process improvement
  • Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
  • Detail-oriented with strong organizational and time management skills
  • Troubleshooting and resolving technical and system platforms issues
  • Workflow optimization and cross-functional collaboration
  • Efficient system navigation and multitasking in high-volume environments

Timeline

Sr. Client Service Associate

Amegy Bank of Texas
05.2022 - Current

Universal Banker

PNC
10.2021 - 05.2022

Universal Banker

BBVA
12.2019 - 10.2021

High School Diploma -

Spring High School

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