Taylor Daughtrey
Hickory,NC
Summary
Energetic and strategic problem-solver with a natural talent for streamlining processes and optimizing team performance. Deep understanding of operational efficiency and resource management, bringing strong analytical and leadership skills to the table. Commitment lies in driving impactful improvements and fostering a productive work environment.
Overview
14
14
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
Conover, NC
06.2024 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
Branch Manager
Wells Fargo
Hickory, NC
11.2016 - 12.2023
- Crafted risk management strategies to pinpoint, evaluate and mitigate organizational risks.
- Initiated strategies to track and reduce operational losses from financial risks.
- Exhibited effective leadership in meeting objectives for self, team, and business.
- Demonstrated excellence in customer engagement through building relationships and understanding financial needs.
- Led high-performing teams through situational-based leadership focusing on team members' capabilities.
- Coordinated efficient team operations through strategic staffing and scheduling.
- Navigated various computer systems and applications seamlessly.
- Scheduled interviews with potential candidates, filled out required paperwork and prepared introduction manuals.
- Streamlined the onboarding process for new hires, resulting in reduced time to productivity and increased employee satisfaction.
Operations Manager
Wells Fargo
Hickory, NC
02.2014 - 11.2016
- Led risk management efforts, ensuring compliance with relevant regulations and policies.
- Extracted insights from daily report data to observe trends in production performance metrics.
- Led implementation of metrics to evaluate operational workflows.
- Fostered team development through strategic initiatives.
- Coached staff utilizing performance management tools and processes.
- Led team and exemplified exceptional customer service.
- Optimized operational processes to boost team productivity and client satisfaction.
- Customer service operations and financial management within a high volume, fast paced and constantly changing environment.
Personal Banker
Wells Fargo
Hickory, NC
07.2012 - 02.2014
- Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially
- Proactively engage customers in conversations and ask questions to learn about their financial needs
- Maintain knowledge of and offer a full range of Wells Fargo products and services to help customers succeed financially based on the customers need
- Build relationships with customers thru proactive outreach and follow up
- Assist customers in opening new accounts, completing service request and submitting credit applications
- Help resolve customer concerns and escalate issues as needed
- Handle complex transactions across multiple systems
- Working with partners to meet business and customer needs
- Build strong relationships with internal partners
- Proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
- SAFE registered.
Teller/Customer Service
Wells Fargo
Hickory, NC
07.2011 - 07.2012
- Assist customers by providing exceptional customer service, accurately and efficiently processing their transactions
- Engage in conversations with customers by actively listening and asking questions
- Introduce customers to other Wells Fargo team members, to proactively help meets customers needs
- Cash handling
- Well organized, independent and able to prioritize in a fast paced environment.
Skills
- Risk Management and Compliance
- Internal Audits
- Information Security
- Customer Service
- Sales
- Financial Planning
- Leadership
- Team Member Development
- Client Relationship Management
- Organizational Skills
- Communication Skills, Written and Verbal
- Problem Resolution
- Onboarding processes
- Strategic planning
Timeline
Senior Relationship Banker
Truist Bank
06.2024 - Current
Branch Manager
Wells Fargo
11.2016 - 12.2023
Operations Manager
Wells Fargo
02.2014 - 11.2016
Personal Banker
Wells Fargo
07.2012 - 02.2014
Teller/Customer Service
Wells Fargo
07.2011 - 07.2012