Open To Work
Shontae Taylor
Bayonne,NJ
Summary
Proven sales techniques with a professional, client-focused approach. Highly proficient in CRM systems Salesforce, Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook. Strong computer literacy with the ability to quickly learn and adapt to new systems. Self-motivated and able to work efficiently with minimal supervision. Dependable, trustworthy, and committed to delivering exceptional customer service. Skilled in building mutually beneficial professional relationships with clients and colleagues. Excellent time management and prioritization skills to meet deadlines and goals.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Assistant Vice President/Financial Advisor
Merrill Lynch/Bank of America
01.2019 - 01.2025
- Provided comprehensive support to banking clients by opening financial products such as checking accounts, credit cards, auto loans, and home loan solutions.
- Managed a book of business with over 20 clients exceeding $2 million in assets under management.
- Executed a focus of growth and strategy by providing portfolio analysis, quarterly client meetings, client onboarding, driving digital strategies, offering diversified investment solutions, and expanding clientele acquisition through centers of influence.
- Executed financial securities trades, opening investment accounts, processing 401k rollovers, money movement, lending solutions, and financial transactions.
- Developed tailored financial strategies and solutions for existing and prospective clients to achieve their financial goals concerning retirement planning, college planning, tax efficiency, wealth accumulation, and wealth management.
- Mentored and developed a team of 10 banking associates and financial advisors by conducting daily meetings, fostering team collaborations, clarifying performance expectations, and providing daily coaching to meet and exceed financial targets.
Registered Representative Professional
New York Life Insurance Company
01.2016 - 01.2019
- Designed and implemented customized financial strategies and solutions for clients and prospective customers to meet their individual financial goals.
- Educated clients on current New York Life Insurance products and services while collecting, organizing, and keeping accurate customer policy information.
- Prepared financial investment and life insurance templates, drafted memos, documents, and letters, and completed comprehensive financial presentations to support client and business needs.
Customer Service Specialists
Xerox HR Solutions LLP
01.2014 - 01.2016
- Responded to customer inquiries and complaints efficiently by using standard scripts and procedures.
- Gathered detailed information, conducted research, and resolved customer issues while accurately logging all calls and interactions.
- Communicated proper solutions to customers, by ensuring prompt resolution and high satisfaction.
- Educated clients on available services and conducted needs assessments to recommend suitable options.
- Enhanced job proficiency by completing specialized multi-skill training, contributing to improved service delivery.
Education
MBA - Finance
Johnson and Wales University
Providence, Rhode Island05.2025
Bachelor’s Degree - Business Management and International Business
Fairleigh Dickinson University
Madison, NJ05.2010
Skills
Decision making & judgment
Issue resolution skills
Recruiting and hiring
Recruitment / human resources
Financial management
Effective relationship building
Corporate presentations
Strategic planning
Business planning
Business administration
Financial analysis and planning
Documentation and reporting
Data analytics
Financial administration
Financial oversight
Customer service
Relationship building
Business management
Client account management
Data analysis
Certification
- Life and Health Insurance License
- Securities License 6, 63, 7, 66
- Substitute Teaching Certification
Accomplishments
- Melanin On Wall Street 'Black Her-story Award'
- New York Life Keep Building Investment Award
Affiliations
Harvard Business Review
Timeline
Assistant Vice President/Financial Advisor
Merrill Lynch/Bank of America
01.2019 - 01.2025
Registered Representative Professional
New York Life Insurance Company
01.2016 - 01.2019
Customer Service Specialists
Xerox HR Solutions LLP
01.2014 - 01.2016
MBA - Finance
Johnson and Wales University
Bachelor’s Degree - Business Management and International Business
Fairleigh Dickinson University