Summary
Overview
Work History
Education
Skills
Timeline
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Shawna Lee Taylor

Temecula,CA

Summary

Dedicated and outcome-oriented C-Level Executive with a corporate finance background. Offers a unique blend of coaching proficiency, comprehensive knowledge, enthusiasm, and strong leadership capabilities. Extensive experience in bank compliance and regulatory statutes. Fostered and expanded relationships with business and commercial clients by cultivating a customer-centric culture. Demonstrated expertise in budgeting, forecasting, strategic planning, implementation, and fostering accountability. Skilled in conducting company-wide training sessions that encompass sales and the buying cycle, emphasizing the growth strategy and the importance of individual contributions to the overall success of the company. Certified Behavior Analysis Facilitator with DISC, providing leadership, effective communication, and group dynamics training. Embraces a collaborative approach when partnering with corporate executives and department leaders across business lines to ensure collective success. Committed to guiding individuals as a Coach and Mentor, holding them accountable while providing a clear pathway to success.

Overview

22
22
years of professional experience

Work History

Behavior Analysis - Business and Leadership Coach

Self-employed
03.2017 - Current

Certified Business/Relationship/Leadership Coach and Behavior Analysis Facilitator

  • Provided expert guidance and support to business leaders, individuals, couples, and families, focusing on enhancing overall relationship satisfaction.

Communication Enhancement:

Issue Identification and Resolution

Empowerment and Self-Discovery

Specialization in Meaningful Connections

Self-Perception and Awareness

Promotion of Open Communication

Positive Environment and Relationship Building

Client Progress Enhancement:

CFO / Employee Engagement Officer

Buti MVMNT, LLC
05.2019 - 03.2024
  • Financial Analysis and Reporting:
  • Strategic Financial Advisory:
  • Leadership and Mentorship:
  • Operational Cost Reduction:
  • Vendor and Supplier Negotiations:
  • Regulatory Compliance:
  • Working Capital Optimization:

SVP, Retail Division Manager

Banner Bank
04.2011 - 05.2019

Division Management and Leadership:

  • Led retail branches across South Eastern Washington and Eastern Oregon, overseeing a team of over 250 employees.
  • Ensured each brach was in compliance with all bank regulatory and risk statutes.
  • Reviewed client accounts for compliance in AML.
  • Investigated accounts that were high risk for example, private ATM clients, convenience stores and marijuana facilities.
  • Facilitated bank wide compliance training specifically around compliance.
  • Provided guidance, coaching, and mentoring to each direct report, fostering a collaborative and high-performance culture.
  • Ensured a customer-centric culture by leading by example.

Performance Excellence:

  • Fostered an environment where individual and team goals, including sales, customer service, employee engagement, and revenue growth, were not only met but exceeded.
  • Empowered, mentored, and coached individuals to elevate their careers within the organization.

Training and Development:

  • Facilitated behavioral-based communication training for management and bank-wide sales training.
  • Conducted Teller and Banker Sales Training
  • Implemented continuous training initiatives for employees, ensuring the team stayed updated with the latest skills and knowledge.

Strategic Planning and Collaboration:

  • Worked closely with Executive Management, actively participating in establishing annual budgets, setting goals, and driving product development.
  • Collaborated on developing and executing strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.

Performance Monitoring and Improvement:

  • Maintained responsibility for ensuring that each branch met or exceeded monthly, quarterly, and annual targets, aligning actual performance with planned objectives.
  • Conducted weekly 1:1 meetings with each direct report to celebrate successes, identify areas for improvement, and collaborate on next weeks plan.

Talent Management and Employee Retention:

  • Improved employee retention rates through enhanced talent management processes and targeted professional development programs.
  • Implemented personality and behavioral based interviewing.

Leadership and Mentoring Impact:

  • Demonstrated a commitment to leadership and mentoring, playing a crucial role in achieving exceptional results for the organization.

VP, District Manager

US Bank
03.2004 - 04.2011
  • Led Retail Branches and supervised over 100 employees in the District. Job duties mirrored those listed above, with the addition of Consumer Lending override authority.

Education

Certifications

Skills

  • Accounting and Reconciliation
  • Strategic Leadership
  • Client-Centric
  • Change Agent
  • Executive and Team Coaching
  • Mentoring for Success
  • Innovative Problem Solving
  • Relationship Management
  • Collaboration and Partnerships
  • Training, Development and Facilitation
  • Group Dynamics
  • Communication and Interpersonal Skills
  • Accountability
  • Networking
  • SWOT Analysis and Strategic Planning
  • Budgeting and Forecasting
  • Sales Management and Training
  • Continuous Improvement
  • Group Dynamics

Timeline

CFO / Employee Engagement Officer

Buti MVMNT, LLC
05.2019 - 03.2024

Behavior Analysis - Business and Leadership Coach

Self-employed
03.2017 - Current

SVP, Retail Division Manager

Banner Bank
04.2011 - 05.2019

VP, District Manager

US Bank
03.2004 - 04.2011

Certifications
Shawna Lee Taylor