Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Niaya Taylor

Dallas,TX

Summary

Experienced financial professional with a strong background in customer service, banking operations, and process management. Proven track record of driving engagement, building client relationships, and achieving sales targets. Seeking to leverage skills as a Wealth Manager or Financial Advisor to help clients achieve their financial goals.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Process Associate

Genpact
Richardson, TX
08.2023 - 09.2024
  • Analyze existing processes, identified areas for improvement, and developed solutions to optimize performance.
  • Created and maintained a database of customer accounts.
  • Provided timely feedback on process changes or improvements based on customer needs or market trends.
  • Met deadlines while maintaining high-quality deliverables.
  • Implemented quality assurance measures to ensure accuracy of information collected from customers.

Customer Service Representative

Associa
Richardson, TX
04.2023 - 05.2023
  • Developed and maintained a working knowledge of internal policies and services to appropriately address customer issues.
  • Gave accurate and appropriate information to answer questions, troubleshoot issues, and resolve complaints.
  • Handles escalated calls professionally by listening carefully to the needs of each individual customer before offering appropriate solutions.
  • Logged details of customer service calls in computer system, following correct protocols.

Brach Supervisor, Senior Person Banker

First Convenience Bank
Richardson, TX
07.2021 - 03.2023
  • Assisted front-line staff in addressing and resolving challenges, while efficiently managing high-volume transactions.
  • Assisted team in achieving mandatory quota for creating 36 new customer relationships on a monthly basis.
  • Support customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained a continuous record of meeting or exceeding the monthly quota by securing 20 new checking account relationships per month.
  • Regularly assessed employee performance through performance reviews to determine goal attainment.
  • Established and implemented policies and procedures to improve the efficiency of office operations.
  • Provided guidance and mentorship to junior staff members on an as-needed basis.

Education

High School Diploma -

LG Pinkston High School
Dallas, TX
06-2017

Some College (No Degree) -

Dallas College
Dallas, TX

Real Estate License -

Champions School of Real Estate
Plano, TX

Skills

  • Strategic Relationship Development
  • Effective Negotiation Skills
  • Client Confidentiality
  • Collaborative Teamwork
  • Analytical Reasoning
  • Visual Presentation Skills
  • Adaptability
  • Effective Verbal Communication

Certification

  • Public Notary License- Texas Secretary of State Office.

Timeline

Senior Process Associate

Genpact
08.2023 - 09.2024

Customer Service Representative

Associa
04.2023 - 05.2023

Brach Supervisor, Senior Person Banker

First Convenience Bank
07.2021 - 03.2023

High School Diploma -

LG Pinkston High School

Some College (No Degree) -

Dallas College

Real Estate License -

Champions School of Real Estate

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Niaya Taylor