Taylor P. Lagieski
Mound,MN
Summary
Dedicated Relationship Manager with a decade of multifaceted experience; adept at building profitable
client relationships as well as cultivating viable prospects and centers of influence. Delivers tailored solutions to drive financial success for the client and revenue growth for the organization. Is committed to contributing to an innovative team that values professional development, and is eager to leverage their experience to help steer the company toward its strategic objectives.
Overview
9
9
years of professional experience
Work History
AVP, Relationship Manager
PNC Financial Services Group Inc
03.2022 - 10.2023
- Strengthened customer relations by providing in-depth and personalized finance support.
- Retained and strengthened current relationships and developed new business through various channels such as cross-sell and referrals.
- Analyzed needs of clients and prospects to recommend appropriate products or services.
- Interfaced with various internal departments to coordinate delivery of services to clients .
Registered Wealth Management Associate
US Bank NA
01.2018 - 03.2022
- Helped clients make informed decisions about financial future.
- Educated clients on financial topics and best practices.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Assisted clients with budgeting and cash flow management.
Business Banking Relationship Manager
US Bank NA
02.2016 - 12.2017
- Met with customers to assess needs and propose customized solutions.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Structured and finalized secured and unsecured loans.
- Provided leadership and direction to grow team portfolio and increase revenue.
Small Business Banking Direct Sales
US Bank NA
08.2014 - 02.2016
- Met with customers to assess needs and propose customized solutions.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Developed and implemented marketing and business plans.
- Stayed up-to date with latest bank products and services for businesses.
Education
Bachelor of Arts -
The University of Montana
Missoula, MTSkills
- Relationship Building and Management
- Client Acquisition
- Customer Portfolio Management
- Loans
- Portfolio Growth
- Customer Relationships
- Account Management
- New Business Development
- Client Engagement
- Product Recommendations
- Excellent Communication
Additional Information
FINRA SERIES 6, 2018
FINRA SERIES 63, 2018
Minnesota Health & Life Insurance, 2018
Timeline
AVP, Relationship Manager
PNC Financial Services Group Inc
03.2022 - 10.2023
Registered Wealth Management Associate
US Bank NA
01.2018 - 03.2022
Business Banking Relationship Manager
US Bank NA
02.2016 - 12.2017
Small Business Banking Direct Sales
US Bank NA
08.2014 - 02.2016
Bachelor of Arts -
The University of Montana
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