Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Taylor W. Mitchell

Summary

Financial Services Specialist with 3+ years of experience in operations, client service, and process improvement. Proven leader in escalation management, training, and quality assurance. Recognized for innovative problem-solving, cross-functional collaboration, and exceeding performance benchmarks.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Senior New Accounts Specialist

Raymond James
05.2024 - Current
  • Designed and manage department Escalation App; reduced SLA from 46 minutes to 14 minutes.
  • Designed and implemented department-wide training curriculum and associate-facing resources.
  • Interim Supervisor: lead performance reviews, coaching, and team scheduling. Exceeded phone and processing SLA.
  • After-Call survey data analysis
  • Liaison for department VP and leaders in resolving high-impact branch escalations.
  • Member of Customer Experience Council; drive service enhancements.

Senior New Accounts Associate

Raymond James
07.2023 - 05.2024
  • SME for Trust and Plan Team; led reporting and process improvements.
  • Reviewed call interactions for team
  • Managed high-priority inboxes and achieved 5/5 KPIs.
  • Earned multiple branch commendations and tied for most departmental branch shout-outs for excellent service.
  • Responsibilities across various projects

New Accounts Associate

Raymond James
08.2021 - 07.2023
  • Held multiple roles: Call Ambassador, Reports Team, Plan & Trust Team.
  • Achievements: Q3 Silver Award Winner, Q4 Gold Award Winner, 100% Service Quality, 5/5 KPIs.
  • Selected for key initiatives and pilot programs.

Bar Manager

Magnolia & May
05.2020 - 08.2021
  • Led bar operations, team training, and inventory management.
  • Designed cocktail menus and streamlined shift operations.

Education

BBA - Economics, Theatre Minor

The University of Memphis
Memphis, TN
11.2020

Skills

  • Project Management
  • SQL
  • Smart Sheets
  • Customer Service
  • Communication
  • Organization
  • Leadership
  • Training & Development
  • Microsoft office proficiency
  • Collaboration

Certification

SIE (Securities Industry Essentials) - 5/16/25

Timeline

Senior New Accounts Specialist

Raymond James
05.2024 - Current

Senior New Accounts Associate

Raymond James
07.2023 - 05.2024

New Accounts Associate

Raymond James
08.2021 - 07.2023

Bar Manager

Magnolia & May
05.2020 - 08.2021

BBA - Economics, Theatre Minor

The University of Memphis

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