Taylor Wood
Charleston,SC
Summary
Proficient with QuickBooks, Microsoft, social media platforms and a licensed realtor. Successful at excelling in fast-paced, competitive banking environments. Good customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
7
7
years of professional experience
Work History
Universal Banker
First Reliance Bank
03.2021 - Current
- Cashed checks, accepted deposits and withdrawals within assigned limits.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Assisted customers with closing accounts.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Forecasted and ordered stock to avoid running out of high-demand items.
- Prepared internal monthly reports.
Real Estate Assistant
Ami Wood, Atlantic Properties
06.2018 - 03.2021
- Prepared and maintained accurate property listings, sales contracts and closing documents.
- Coordinated appointments to show marketed properties.
- Performed market research and evaluated competitive property analysis to define competitive listing and sale prices.
- Assisted clients in home staging and overall preparation for real estate sales process.
- Prepared and distributed weekly reports on real estate market trends to inform clients.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Assistant Design Coordinator
K C Wood Custom Homes
06.2018 - 03.2021
- Delivered buyer packages.
- Organized and maintained workflow.
- Scheduled weekly meetings with buyers and other events, drafted meeting agendas and organized supporting documentation.
- Executed record filing system to improve document organization and management.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Office Assistant
Germain Dermatology
07.2016 - 10.2018
- Completed clerical tasks such as filing, copying, and distributing mail.
- Interacted with customers by phone, email, or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Ordered office supplies and kept office stocked with needed resources to operate smoothly.
- Collaborated with various departments to complete assigned tasks.
- Created purchase orders and tracked invoices to avoid missed or delayed shipments.
- Organized events and meetings to maximize capacity and keep event venues running smoothly.
Education
Real Estate
Trident Technical College
2018
Business Major
Wando High School
2018
Skills
- Account Servicing
- Operations Understanding
- Audit Support
- Team Collaboration
- Developing Customer Relationships
- Call Triaging
- Problem-Solving Ability
- Process Optimization
Additional Information
- AWARDS , DECA- Marketing Management Award
Timeline
Universal Banker
First Reliance Bank
03.2021 - Current
Real Estate Assistant
Ami Wood, Atlantic Properties
06.2018 - 03.2021
Assistant Design Coordinator
K C Wood Custom Homes
06.2018 - 03.2021
Office Assistant
Germain Dermatology
07.2016 - 10.2018
Real Estate
Trident Technical College
Business Major
Wando High School
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