Spencer Taylor

Fulfills a critical role driving revenue, with a focus on accelerating adoption of cash management tools and solutions by small businesses. Coordinates and leads presentations to prospects showcasing the value proposition of Treasury Management solutions to safeguard them against fraud and help manage working capital. Develops a strong pipeline of referrals from 10 business development officers throughout Texas.
• Outstanding results, growing new commercial deposits by $50MM.
• Credited with building reports using business intelligence tools that led to a new portfolio management process, enabling insight into account retention and cross-sale opportunities.
• Traveled to bank locations to train bankers on Treasury Management solutions, enabling identification of referral opportunities.
• Developed a pitch deck for use by Sales that led to up to 40 new customer relationships in six months.
• Led implementation of new Zoccam app enabling remote Earnest Money deposits to title companies and brought in over 20 million in new escrow deposits from multiple title companies.

Hired to oversee the development and management of e-Commerce software solutions offering customers teh ability to custom-design home-improvement products. Led projects that aligned software development with the unique needs of customers, leading over 2BN in platform sales.

• Successfully launched products on-time and within budget through collaborations with colleagues in Sales, Marketing, and Support.
• Delivered $20MM in additional revenue over one year through the execution of key capital projects.

Engaged with Banking industry clients to plan and execute short-term projects that included RFPs, upgrades to treasury products, business plans, and credit requests.
• Achieved a reputation for top performance, consistently earning high client satisfaction and engagement scores across all projects.

Accelerated growth in a commercial banking portfolio, working with up to eight client managers to increase sales of solutions for liquidity, receipts, payments, online services, and fraud protection. Consistently met goals for revenue, profit, and customer calls.

• Leveraged insight into multiple industries to tailor the presentation of Treasury solutions to individual clients, using consultative sales approaches.
• Served as a trainer and coach for Credit Underwriting for Treasury Management.
• Served as a keynote speaker during the annual sales meeting.
• Recognized with multiple awards and accolades, including the Eagle Award for Top 10% of sales nationwide, the Top Gun Award, the Foreign Exchange Excellence Award and Top Regional Producer for multiple consecutive quarters.

Commercial banker managing portfolio of higher education, manufacturers, real estate investors, and medium-sized businesses by providing credit, treasury, and investment/retirement account resources.