Taylor Reid
Norwalk,CT
Summary
Financial Professional adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent.
Overview
15
15
years of professional experience
Work History
Personal Banker
Wells Fargo
Norwalk , CT
09.2022 - Current
- Enhance customer engagement and satisfaction by actively discussing and promoting bank services.
- Analyze customer-provided financial documents to identify specific requirements.
- Streamline customer communication through prompt responses to emails, calls and information requests.
- Process loan applications in accordance with established guidelines.
- Acquire knowledge through participation in training sessions on new banking products and services.
- Provide a warm reception and direct incoming customers at the bank to appropriate personnel or services.
- Offer assistance to customers for an array of banking operations, including deposits, withdrawals, transfers, and loan payments.
- Ensure existing accounts adhere to regulatory guidelines by reviewing and verifying the accuracy of information.
- Facilitate fair resolutions of customer disputes, preserving bank integrity and resolving issues promptly.
- Manage client account openings and closings.
- Demonstrate a commitment to maintaining client privacy and trust by safeguarding sensitive business information.
- Collaborate with loan and mortgage officers, as well as financial advisors, to deliver customized financial solutions to clients.
- Follow operational standards, promoting security, risk management, and compliance.
- Cultivate relationships with partners to fulfill client referrals.
- Offer assistance and recommendations to clients regarding the use of online and mobile banking applications.
- Demonstrate proficiency in operating a currency-counting machine for accurate counting of cash and processing of received checks.
- Identify transaction errors for unbalanced debits and credits.
Branch Service Manager
Wells Fargo
Norwalk, CT
10.2018 - 09.2022
- Ensured accuracy and integrity of financial transactions through regular audits of cash drawers.
- Successfully handled the hiring process by interviewing candidates and performing comprehensive background checks.
- Provided coaching, training, and mentoring to enhance branch staff's sales performance.
- Oversaw compliance with federal laws and bank regulations for all financial transactions.
- Reviewed daily activity reports from branch employees.
- Recognized opportunities for enhancing operational processes and partnered with management to integrate effective solutions.
- Provided guidance to junior staff members on how best to handle complex customer requests or complaints.
- Handled escalated customer complaints with professionalism and efficiency.
- Helped customers with their inquiries on account balances, loan applications, deposits , withdrawal and transfer.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Oversaw the organization and preparation of external audit materials, contributing to accurate and timely financial reporting.
- Verified accuracy and compliance of payroll, vendor payments, and accounting disbursements.
- Directed and mentored a team comprised of 6 employees
- Served as a support for the Branch Manager in handling branch operations.
- Facilitated improvement in job performance through coaching sessions with employees.
- Collaborated with HR Department to effectively resolve employee issues.
- Assumed responsibility for employee training administration and assignment.
- Provided consistent communication to Branch, Regional, and District Managers as well as Consulting Partners regarding the progress of Branch Operations.
- Worked an average of 10 hours of overtime each week.
- Utilized data from daily transactions to accurately calculate high dollar amounts
- Contributed to yearly branch audit process through preparation and active participation with the team.
- Scheduled and allocated employee shifts effectively.
- Proactively ensured the security of data and facility by strictly following Branch Safety protocols.
- Oversaw management of customer accounts in Commercial and Business segments
Senior Lead Teller
Wells Fargo
Norwalk, CT
11.2014 - 10.2018
- Overseen a team comprising of seven tellers
- Maintained accurate records of daily transactions and balances in the teller system.
- Reconciled discrepancies between actual cash amounts versus book balance figures at end of day shift.
- Educated customers on the features and benefits of banking products offered by the institution.
- Identified cross-sell opportunities through conversations with customers.
- Monitored cash levels throughout the day to ensure adequate supplies were available for customers' needs.
- Provided guidance and training to new tellers on banking policies, procedures, and customer service standards.
- Assisted in preparing monthly financial reports for management review.
- Performed account maintenance activities such as opening accounts, issuing ATM and Debit cards, ordering checks.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Supervised and trained team of tellers, enhancing productivity and customer service skills.
- Conducted performance evaluations for teller staff, offering constructive feedback and setting goals.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Facilitated communication between teller line and bank management on operational issues.
- Kept teller window areas clean, organized, and fully stocked.
- Assisted in the organization of team schedules and ensured proper staffing for each shift.
- Monitored and maintained security procedures to protect both staff and customers.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Resolved problems or discrepancies concerning customers' accounts.
Teller
Wachovia Bank
Norwalk, CT
03.2009 - 11.2014
- Processed wire transfers for customers both domestically and internationally.
- Answered customer inquiries regarding bank products and services.
- Explained account information to customers in detail as needed.
- Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Provided exceptional customer service while accurately processing routine transactions.
- Balanced cash drawers on a daily basis.
- Reported any operational issues or system problems that occurred during shift promptly.
- Performed daily reconciliation of teller drawer within established limits.
- Maintained accurate records of all transactions and customer interactions.
- Followed up on requests from customers in a timely manner.
- Adhered strictly to all security procedures related to handling money at the teller window.
- Assisted customers in opening new accounts and completing required paperwork.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Built and maintained client relationships through quality, personalized interactions.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Used customer information to tailor recommendations to promote or sell travelers' checks, savings bonds and cashier's checks.
Education
High School Diploma -
Brien McMahon High School
Norwalk, CT06-2008
Skills
- Banking
- Relationship Building
- Issues Resolution
- Transaction Processing
- Branch operations
- Account Management
- Cash vault audit
- Conflict Resolution
- Employee Onboarding
- Legal Compliance
- Business and Commercial Account Management
- Financial Services
Accomplishments
- Customer Service Award
- Audit Completion Award
- Top Regional Sales, Operations, and Service Award for the Tri-State Area
Timeline
Personal Banker
Wells Fargo
09.2022 - Current
Branch Service Manager
Wells Fargo
10.2018 - 09.2022
Senior Lead Teller
Wells Fargo
11.2014 - 10.2018
Teller
Wachovia Bank
03.2009 - 11.2014
High School Diploma -
Brien McMahon High School
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