Taylor Lagieski
Mound,MN
Summary
Versatile Relationship manager in the financial sector with 10 years of experience cross-selling services and networking with professionals in the community to bring new business to the firm. Is a team-first leader, a resourceful problem-solver and an excellent communicator. Is seeking placement with a firm that can provide a reliable forecast for long term personal and professional growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Commercial Banking Relationship Manager
PNC Financial Services
02.2022 - 10.2023
- Interfaced with various internal banking departments to coordinate delivery of other banking services to clients.
- Maintained awareness of competitive products, practices and rates in market area.
- Identified prospects, evaluated financial needs and developed new business opportunities through superior research and analysis.
- Retained and strengthened current relationships and developed new business through various channels such as cross-sell and referrals.
Registered Client Associate
US Bancorp Investments Inc
01.2018 - 03.2022
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Small Business Specialist
US Bank
02.2016 - 12.2017
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Worked with borrowing clients to procure updated financial information on ongoing basis.
- Cross-sold credit cards, loans and other bank products.
- Maintained up-to-date knowledge of competitors' products.
Small Business Banking Support Specialist
US Bank
08.2014 - 01.2016
- Provide superb product knowledge
- Build and maintain relationships with bankers, and new and prospective customers throughout the US Bank footprint
- Stayed up-to date with latest bank products and services for businesses.
- Structured and finalized secured and unsecured loans.
Education
Bachelor of Arts - School of Fine Arts
University of Montana
Missoula, MT05.2006
Skills
- Creditworthiness Determination
- Product Education
- Loan Processing Coordination
- Financial History Analysis
- Loan File Maintenance
- Application Review
- Referral Network Development
- Customer Relations
- Income Evaluation
Certification
- FINRA Series 6
- FINRA Series 63
- Minnesota Life, Health and Variable Insurance
Licenses
- FINRA Series 6
- FINRA Series 63
- Minnesota Life, Health and Variable Insurance
Timeline
Commercial Banking Relationship Manager
PNC Financial Services
02.2022 - 10.2023
Registered Client Associate
US Bancorp Investments Inc
01.2018 - 03.2022
Small Business Specialist
US Bank
02.2016 - 12.2017
Small Business Banking Support Specialist
US Bank
08.2014 - 01.2016
Bachelor of Arts - School of Fine Arts
University of Montana
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