Saige Taylor
New Haven,CT
Summary
Results-driven finance professional with extensive leadership experience in banking supervision and a strong foundation in customer service, operations, and team management. Proven ability to analyze financial needs, drive sales, and build lasting client relationships. Adept at managing diverse teams, and ensuring compliance with regulatory standards. Willingness to take on added responsibilities to meet team goals. To leverage my expertise and passion for client-focused financial solutions in a Finance Manager role at Mercedes-Benz of Connecticut.
Overview
7
7
years of professional experience
Work History
Supervisor
TD Bank
Branford, Connecticut
06.2024 - Current
- Manage daily operations and staff at a high-traffic branch, ensuring compliance with federal and state financial regulations.
- Lead a team of nine associates, overseeing training, coaching, and performance reviews to drive service excellence.
- Assist clients with a variety of personal finance needs, including checking, savings, credit cards, and personal loans.
- Collaborate with lending officers to process and support loan applications, conducting preliminary credit assessments.
- Achieved many investments in sales growth through cross-selling financial products tailored to client goals.
- Reduced processing time for account services by implementing process improvements.
Banking Associate
TD Bank
North Haven, CT
05.2023 - 06.2024
- Delivered personalized service by assisting with loan applications, account openings, and resolving client inquiries.
- Matched customers with appropriate banking solutions by assessing financial profiles and promoting TD products.
- Collaborated with financial advisors and business partners to ensure seamless referrals and holistic client support.
- Built strong client relationships through proactive portfolio management and tailored recommendations.
- Consistently ranked in the Top 10 for credit card sales and recognized with Q3 & Q4 WOW! STAR Awards for exceptional performance.
- Supported client onboarding and retention while ensuring compliance and operational accuracy.
Bank Teller
TD Bank
North Haven, CT
12.2022 - 05.2023
- Processed daily transactions, including deposits, withdrawals, and loan payments.
- Surpassed individual sales targets by 200% through effective product recommendations.
- Maintained balanced drawers, and adhered to all cash handling protocols.
- Supported branch operations, including opening and closing responsibilities.
ADSM (Assistant Manager)
Mosaic
Cromwell, CT
02.2022 - 02.2023
- Fostered positive relationships with residents, staff, and families through respectful communication and active listening.
- Provided leadership in staff training, and modeled appropriate support strategies to ensure resident needs were consistently met.
- Coordinated transportation, hygiene assistance, and daily living activities to support resident well-being and independence.
- Served as a liaison with families, sharing updates on resident progress, and addressing care-related concerns.
- Monitored and maintained accurate records of resident funds using Therap software and personal money logs.
- Oversaw budget administration, controlling costs, and optimizing resource use while ensuring full compliance with confidentiality standards and documentation protocols.
Executive Cleaners
Clem Yazdani
Milford, CT
10.2021 - 02.2022
- Managed daily operations, ensuring store cleanliness and adherence to sanitation standards.
- Delivered excellent customer service, handling inquiries and resolving issues professionally.
- Balanced cash drawers and processed payments accurately.
- Inspected garments for stains or damage to maintain quality control.
- Trained staff on service, transactions, and operational procedures.
Petco Dog Trainer/Professional Dog Groomer
Petco
Hamden, CT
08.2019 - 10.2021
- Delivered clear, patient communication and built strong relationships with clients, fostering trust and collaboration—key skills for client management in finance.
- Assessed client needs and animal compatibility using data-driven evaluation of temperament, lifestyle, and other factors, demonstrating analytical and decision-making abilities.
- Maintained consistent, structured training programs, showcasing attention to detail and process adherence.
- Adapted quickly in a fast-paced environment, managing multiple priorities and shifting client needs effectively.
- Collaborated with team members to ensure a positive experience, reflecting strong teamwork and leadership potential.
Petco Guest Experience Specialist
Petco
Hamden, CT
05.2018 - 08.2019
- Delivered exceptional guest service by assisting customers in selecting merchandise tailored to their needs.
- Demonstrated strong care and knowledge in the welfare and handling of animals.
- Performed cashiering duties accurately and efficiently.
- Supported store sales goals by maintaining well-stocked, properly priced merchandise displays.
- Followed operational policies and procedures to ensure smooth store operations.
Education
High School Diploma -
Wilbur Cross High School
New Haven, CT06.2017
Some College (No Degree) - Biology
Southern Connecticut State University
New Haven, CTSkills
- Loan and credit assessment
- Financial product knowledge
- Client relationship management
- Cross-selling & upselling strategies
- Regulatory compliance
- Risk management
- Customer-facing sales
- Staff supervision
- Process improvement
- MS Office proficiency
Timeline
Supervisor
TD Bank
06.2024 - Current
Banking Associate
TD Bank
05.2023 - 06.2024
Bank Teller
TD Bank
12.2022 - 05.2023
ADSM (Assistant Manager)
Mosaic
02.2022 - 02.2023
Executive Cleaners
Clem Yazdani
10.2021 - 02.2022
Petco Dog Trainer/Professional Dog Groomer
Petco
08.2019 - 10.2021
Petco Guest Experience Specialist
Petco
05.2018 - 08.2019
High School Diploma -
Wilbur Cross High School
Some College (No Degree) - Biology
Southern Connecticut State University