Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Taylor Adkison

Wheatland,CA

Summary

A dynamic professional who delivers exceptional customer satisfaction, fosters trust, and uncovers financial needs based on client suitability. I collaborate with an exceptional team to maintain prompt follow up with my clients to deliver solutions within business deadlines. I pride myself on delivering over thirteen years of customer service.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Relationship Banker

Chase Bank
Marysville, CA
10.2021 - Current
  • Effectively engage clients in the branch, by phone, or by email, discovering their financial needs and bringing value in each interaction.
  • Building trust with each client and maintaining a longstanding relationship to fulfill their needs and goals.
  • Introduce product solutions and tailor advice on a client-by-client basis.
  • Maintainging prompt follow up and seeing that each task is finished in a timely matter before a given deadline.
  • Partnering with specialists within my team to collaborate on various needs such as investments, loans, and business banking.
  • Support my team as a manager on duty, and maintain control of various bank entities of which I am responsible for.
  • Delivering exceptional customer service and maintaining a strong and proud workplace culture.

Produce Clerk

Bel Air Markets
Yuba City, CA
05.2012 - 10.2021
  • Building and maintaining displays within the department, removing any past due items and replenishing with fresh produce.
  • Breaking down shipment into designated storage areas.
  • Sanitizing department displays and storage areas to maintiain the highest quality to deliver to customers.
  • Ordering next day's shipment and keeping stock of inventory
  • Assist customers with questions both within the produce department as well as the entire grocery store
  • Serving customers with a smile and welcoming demeanor

Education

Bachelor of Arts - History

CSU Chico
Chico, CA
12-2020

Associate of Arts - History

Yuba College
Marysville, CA
12-2018

High School Diploma -

River Valley High School
Yuba City, CA
06-2012

Skills

  • Account maintenance
  • Regulatory compliance
  • Team leadership
  • Conflict resolution
  • Client engagement
  • Product knowledge
  • Exceptional customer service
  • Sales expertise
  • Investment advisory
  • Money handling
  • Multitasking
  • Confidentiality

Certification

  • Licensed in General Life Insurance in the state of California
  • Series 6 and Series 63 licenses granted by the Securities Exchange Commission

Timeline

Relationship Banker

Chase Bank
10.2021 - Current

Produce Clerk

Bel Air Markets
05.2012 - 10.2021

Bachelor of Arts - History

CSU Chico

Associate of Arts - History

Yuba College

High School Diploma -

River Valley High School

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