Jordon Taylor

Experience

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  Fifth Third Bank

  Jul 2012 - Oct 2014

  Personal Banker

  ● Responsible for the successful launch of an “Express Branch” pilot● Work on and prepare monthly and quarterly audits● Explain to customers the value of a lobby only center, focused on providing excellent customer service to each individual during their transactions, both at the SmartATMs and Banker desks● Seek opportunities to develop customer relationships and sales opportunities while providing a variety of transactions (i.e., cash checks, process deposits and withdrawals, provide change, initiate and approve, domestic and international, wire transfers, etc)● Utilize sales techniques to influence customers to take advantage of their available opportunities such as deposit accounts, non-equity and equity loans, credit cards, identity protective products, and safe deposit boxes● Educate customers around options including online and mobile banking, direct deposit, debit cards, and identity specific products that help manage and rebuild their credit Show less

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  Regions Bank

  Oct 2014 - Oct 2015

  Financial Sales Specialist

  ● Cross-trained and provided backup for other customer service representatives when needed (behind the teller line in processing transactions)● Developed highly empathetic client relationships and earned a reputation for exceeding sales goals● Continuously remained passionate about educating customers on their opportunity to take advantage of different everyday banking methods, their savings plans, building and protecting credit scores, lending options and securing their family and funds through insurance plans● Communicated regularly with management regarding production performance and new loan transaction quality● Analyzed financial information to determine strategies for meeting customers’ financial objectives● Implemented financial planning recommendations● Resolved product issues and shared benefits of new technology (i.e, Mobile and ATM deposits, Bill Payer and Online banking opportunities)● Achieved high sales percentage with a consultative, value-focused customer service approach● Trained new employees in providing great customer service as well as uncovering sales opportunities● Reviewed clients' accounts regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision● Worked as a team member performing cashier duties, product assistance and organizing weekly sales reports for the branch to track production Show less

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  Central Florida Inpatient Medicine

  Oct 2015 - Feb 2016

  Business Development Specialist

  • Identifies innovative ideas by researching industry and related events, publications, and announcements; tracking individual competitors and their accomplishments• Screens potential business deals by analyzing market strategies and referrals• Assist in ordering of Physicians business cards, lab coats and updating the social media accounts• Identifies prospect for new clients by networking, cold calling, advertising or other means of generating interest from potential primary care physicians• Closes new business deals by coordinating meetings; developing and negotiating relationships• Protects organization's value by keeping information confidential• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations• Enhances organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments Show less

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  EDC Services Group

  Feb 2016 - now

  Billing Specialist

  ● Organize and prep Work Orders for Billing● Follow Up and ensure project completion with Store Manager, as well as with the assigned Vendors● Create and Utilize Telecommunicating Scripts and Email Templates● Collect paperwork needed to Bill Clients- Project Sign-offs, Invoices & Photos● Ensure accurate pricing and description for Incoming Invoices● Create Outgoing Invoices by updating verbiage and costs● Calculate costs and ensure profit margins are met to company standards● Create and Utilize Excel Spreadsheet to keep track of Work Orders, Vendor Cost, Client Cost, Profit Margin Percentage and Profit● Assist Team Members in Dispatch and Follow Up● Assist Team Lead in organizing Work Orders, Follow Up and keeping record of Work Completed on a daily, weekly, monthly and quarterly rate● Create and Share Training, Dispatch, Follow Up and Billing Procedures for consistent uniformity Show less