Latesha Taylor
Houston,TX
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
First Horizon Bank
09.2024 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Provided customers with additional information regarding account services.
- Processed customer payments and account setup charges.
Relationship Banker
First Horizon Bank
10.2023 - 09.2024
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Adapted products and services to suit customers' changing financial circumstances.
Lead Vault Teller
Comerica Bank
03.2017 - 10.2023
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Adhered to dual control processes and audited cash drawers to reduce losses due to accounting errors and employee theft.
- Reconciled branch reports and general ledger accounts to identify unusual transactions, fraud and accounting errors.
- Notified manager of equipment malfunctions and dispatched service to enhance security and reduce downtime.
- Answered customer questions and explained policies and procedures to solve problems and assist with complex transactions.
Member Service Manager
Sam’s Club
03.2012 - 03.2017
- Cultivated professional relationships with members, providing insight into membership levels while encouraging renewals and promoting value of club products and services.
- Answered member questions regarding enrollment, claims, benefits, referrals, and pre-authorizations.
- Assessed call data and comprised information into reports, which summarized team performance.
- Maintained established procedures through careful monitoring of floor activities.
- Trained, mentored and evaluated employees on service quality, knowledge and performance.
- Oversaw day-to-day member service activities, directly supervising up to 8 member service representatives and up to 20 associates storewide to achieve club milestones and goals.
Education
No Degree - Cosmetology
Empire Beauty School
New York, NY06-2010
No Degree - Nursing
Houston Community College
Houston, TX01.2023
Skills
- Attention to detail
- Ability to collaborate effectively
- Providing high-quality care
- Puts clients first
- Cares about people
- Commits to excellence in everything I do
- Elevates equity
- Fosters team success
- Investment Management
- Tax planning
- Client Relationship Building
- Financial Planning
Certification
- TX Life License - 09/2024
- Notary - 05/2024
Timeline
Licensed Relationship Banker
First Horizon Bank
09.2024 - Current
Relationship Banker
First Horizon Bank
10.2023 - 09.2024
Lead Vault Teller
Comerica Bank
03.2017 - 10.2023
Member Service Manager
Sam’s Club
03.2012 - 03.2017
- TX Life License - 09/2024
- Notary - 05/2024
No Degree - Cosmetology
Empire Beauty School
No Degree - Nursing
Houston Community College
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