
Greg Taylor
Member Service Manager

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About me
SVP, Commercial Relationship Manager at CB&S Bank
Education

Escambia High School
1995 - 1999
University of West Florida
1999 - 2005B.S. B.A Business Administration; Management
Experience

Endeavor Federal Credit Union
Jan 2005 - Jan 2006Member Service ManagerManage all four branches located in Pensacola (2), Fort Walton (1) and Panama City (1) Responsible for setting goals for Branch Managers and monitoring the branch operations to see that the goals are being attained Responsible for all areas of branch operations including: training/recruiting of new personnel, cash management, inventory management, staffing requirements, facilities/equipment management, quality of service, and maintain records for OFAC/BSA compliance Editor of the Credit Unions quarterly news letter Conduct performance evaluations on all branch employees Show less

Wachovia Bank
Jan 2006 - Jan 2008Financial Center Manager, OfficerCall on and meet with current and prospective customers to establish or increase relationships and to promote deposit and lending servicesPromote Bank to the community by engaging in community activities such as: Junior Achievement, Habitat for Humanity and United WayManage the daily operations of the Financial Center Handle all personnel issues within the Financial CenterResponsible for meeting required sales and service levels for the Financial CenterResponsible for making sure that the Financial Center stays in compliance with all state, federal, and company policies or regulationsCurrently I am in charge of holding a weekly area wide service meeting, this meeting is to ensure that all Financial Centers are consistently implementing service policies throughout the area My Financial Center consistently meets and exceeds loan and deposit goals set forth by the companyHold daily and weekly meetings with team to update on progress and any policy changes that may have taken placeCoach employees on sales, service, time management, and other job related functions Show less

Regions Financial Corporation
Oct 2008 - Dec 2011Branch Manager AVP 2010 Chairman’s Club recipient (top 15% of managers in company) Meet with current and prospective business clients to discuss financial needs of business. Conduct cash flow analysis with business clients to uncover any financial solutions that may exist, specifically around cash management. Handled application and closings of both personal and business loans and equity products. Worked with underwriters to get home equity lines processed and approved in a timely manner to insure a pleasant experience for the customer Manage a branch portfolio of over $128 million in deposits Manage a staff of 10 employees to include tellers and platform associates Responsible for coaching employees around sales and service techniques. Branch consistently meets and exceeds sales and service quality standards. 2009 United Way campaign committee member for Regions Bank Show less

T-Mobile USA
Jan 2012 - Aug 2012Sales Development RepresentativeManage a territory of locations from Pensacola, FL to Destin, FL. Territory included 15 locations.Responsible for sales of T-Mobile products in Wal-Mart, Sam’s Club and Best Buy locations in the territory.Train retail associates in locations on T-Mobile products and services, ensuring that they have the tools and knowledge needed to effectively promote and sell the T-Mobile brand. Create rapport and relationships with store management at all levels to accomplish sales objectives and desired service income levels.Cover sales data with management to keep them informed on the amount of income my business is generating for them. I also created trend and projection charts to show them where they were and where they could be.Observed displays and merchandising in stores and corrected issues to make sure displays were in compliance with the plan.Responsible for obtaining desired monthly sales goals. Sales and quality goals have consistently been above goal. Show less

Choice Products USA
Nov 2012 - Feb 2013Territory ManagerWholesale T-Mobile/Go Smart Mobile Dealer covering the Gulf Coast, Montgomery and Birmingham, AL. Managing sales at existing dealer locations and prospecting for new dealers.

BBVA in the USA
Feb 2013 - Jun 2017 Currently managing a staff of 7 employees at a Level IV branch Coach staff on sales and customer service initiatives, working to build their skills and increase revenue generating activities I work closely with LOB partners to create the best possible experience for our customers and the most profitability for our bank Conduct 5-7 outside business calls weekly to increase households and grow current portfolio relationships Focus on Small Business lending and deposit relationships. Working with business underwriting to ensure all documents are in order for underwriting process and closing. Responsible for branch P & L and operational compliance Current member of Downtown Florence Unlimited service organization, working on growing the economy of the downtown area Work with community organizations teaching “Money Smart” financial literacy curriculum Show less
VP, Professional & Private Banker
Feb 2016 - Jun 2017VP, Business Banking Officer II
Oct 2015 - Feb 2016VP, Branch Retail Executive IV
Feb 2013 - Sept 2015

FirstBank
Jun 2017 - Apr 2018SVP, Commercial Relationship Manager
BBVA in the USA
Apr 2018 - Mar 2020City President
CB&S Bank
Mar 2020 - nowSVP, Commercial Relationship Manager
Licenses & Certifications
.webp)
Series 7
Financial Industry Regulatory Authority (FINRA)Jan 2017
Volunteer Experience
Board Member
Issued by Shoals Chamber of Commerce on Apr 2020
Associated with Greg TaylorCo-Chairman, Leadership Shoals
Issued by Shoals Chamber of Commerce on May 2020
Associated with Greg Taylor
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