Taylor Ward
Chandler,AZ
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Bank of America
06.2022 - Current
- As a relationship banker, I assist clients with their financial needs and concerns by utilizing open-ended questions to drill into their personal goals and match them to the products and services that would benefit them most. Cash handling and AML procedures are utilized daily as I ensure accurate handling of large cash transactions and compliance with all applicable reporting. A large portion of my job is dedicated to operations and compliance. I perform daily checks of account documentation and operational paperwork, making sure that each document meets regulatory requirements and then filing each document with the appropriate department. I also have experience in a supervisory capacity within my team; providing 360 coaching and feedback to my peers in order to help our team work as a more cohesive unit as well as training on handling difficult client interactions in a positive and productive way.
Dispatch Handler
ESI Security
03.2022 - 06.2022
- During my time as a dispatch handler with ESI Security, I worked with a team to coordinate patrols, fulfill patrol reports, and respond quickly to any security concerns that arose. I processed 30+ calls per night from residents and store employees, and relayed the information to our field team, advising them on how to proceed based on each individual situation.
Education
High School Diploma -
McClintock High School
Tempe05.2020
Skills
- Microsoft Office
- Salesforce
- ACT/SSA
- Cash Handling
- Conflict resolution
- Relationship building
- Account management
Timeline
Relationship Banker
Bank of America
06.2022 - Current
Dispatch Handler
ESI Security
03.2022 - 06.2022
High School Diploma -
McClintock High School