Hi, I’m
Monica Taylor
Elkins Park
Summary
Results-driven Assistant Branch Manager with over 10 years of progressive experience in banking and financial services. Recognized for leading high-performing teams, optimizing branch operations, and delivering exceptional client service. Demonstrated success in driving revenue growth, mitigating risk, and cultivating strong client relationships. Proficient in regulatory compliance, team development, and banking systems. Committed to continuous improvement and operational excellence.
Overview
7
years of professional experience
1
Certification
Work History
TD Bank
Assistant Branch Manager
01.2022 - Current
Job overview
- Lead branch operations and sales initiatives to enhance customer satisfaction and meet performance targets.
- Develop and mentor a high-performing team, increasing productivity and employee engagement.
- Implement business development strategies to grow client base and cross-sell financial products.
- Ensure compliance with all regulatory and security procedures, reducing risk exposure.
PNC Financial Services
Detection & Investigation Analyst Sr.
05.2021 - 01.2022
Job overview
- Conducted investigations into suspicious activities, fraud, and AML violations, mitigating financial losses.
- Collaborated with law enforcement and compliance departments to report and resolve cases.
- Identified operational control gaps and recommended solutions to strengthen internal processes.
PNC Financial Services
Assistant Branch Manager
02.2020 - 05.2021
Job overview
- Directed daily branch operations, delivering high-quality financial services to clients.
- Drove revenue by launching targeted outreach campaigns to local businesses.
- Supervised and trained new staff, resulting in improved service delivery and performance metrics.
Santander Bank
Universal Banker / Small Business Specialist
08.2018 - 02.2020
Job overview
- Provided personalized banking solutions to retail and small business customers.
- Achieved sales goals through consultative selling and client relationship management.
- Supported lending processes and opened new business and personal accounts.
Education
ACC High SchoolBrighton, MA
High School Diploma
01.2007
Skills
- Branch Operations Management
- Customer Relationship Building
- Sales & Revenue Generation
- Regulatory Compliance (AML, KYC)
- Risk Management & Fraud Investigation
- Staff Training & Performance Coaching
- Cross-functional Collaboration
- NMLS Certified
- MS Office
- Outlook
Certification
- NMLS Registered
- First Aid / CPR / AED
Timeline
Assistant Branch Manager
TD Bank
01.2022 - Current
Detection & Investigation Analyst Sr.
PNC Financial Services
05.2021 - 01.2022
Assistant Branch Manager
PNC Financial Services
02.2020 - 05.2021
Universal Banker / Small Business Specialist
Santander Bank
08.2018 - 02.2020
ACC High School
High School Diploma
Additional Strengths
- Excellent interpersonal and verbal communication
- Fast learner and solution-oriented
- Client-focused with strong organizational skills
- Skilled in Microsoft Office Suite and banking systems
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