Lori A. Taggart
**** *. ******* ** ***: 303-***-****
Aurora, Colorado 80013 ************@*******.***
Dynamic, performance driven professional with 20+ years banking experience with emphasis in Management, Coaching, Training and Sales Leadership.
Recognized for outstanding community involvement and volunteering with non profit organizations
Self-motivated with a passion to achieve objectives through dedication, integrity, trust and hard work.
Education
Grandview College, Des Moines Iowa
Journalism and Public Relations
Ozark Christian College, Joplin Missouri
Journalism and Public Relations
Citywide Banks Denver, CO Branch Manager, AVP 08/2015 – 05/2017
Partnered with the Branch President and Commercial Lenders to identify new business clients. Attended client meetings to present deposit and needs based product solutions.
Leader among branch managers for coaching/leading “Service Excellence” initiatives – training/mentoring staff to become relationship makers and creating the ultimate customer experience.
Decreased branch expenses through review and elimination of unnecessary vendor contracts and services
Project Leader for all new CINC System clients. Recognized by management and peers as the subject matter expert on this new software.
Used insight and consultative selling techniques to teach clients about their industry and offer unique perspectives on their business, which linked back to Citywide Banks solutions.
Sales lead generation through internal/external referral process, outbound marketing, and industry networking events.
Focused on branch performance through direction, leadership and execution of superior sales, service behaviors and activities by the entire team.
Bellco Credit Union Englewood, CO
Member Sales & Service Supervisor 02/2014 – 08/2015
Operations Leader at the largest branch within the State.
Supported Branch Manager with emphasis on superior client service skills, and achieving sales goals.
Provided operations oversight, ensured compliance with policies and procedures.
Supervised 11 branch teammates, and participated in performance counseling, training/mentoring.
Provided support to Teller line.
DHA Financial, Inc. Englewood, CO
Loan Processor 11/2012 – 02/2014
Supported 6 Loan Officers in preparation of entire loan packages.
Recognized as an excellent liaison between Loan Officers, clients, title companies and Appraisers.
Provided superior customer service, ensuring the loans moved swiftly through to approval and close.
Performed all preliminary reviews of files to ensure complete package.
Front Range Bank Lakewood, CO VP, Retail Branch Banking 07/2008 - 03/2012
Area Leader for 4 branch locations in the Denver Metro area. Managed all Retail staff within each location to include, Branch Managers, Customer Service Managers, Tellers and New Account Bankers.
Relationship Manager for high net worth clients and Executive Leaders at Front Range Bank. High level of diplomacy and confidentiality required in supporting these clients.
Assisted in opening of newly built branch. Hired team, provided client service and independently sourced business in order to grow the branch within first 18 months to $10M in deposits
UMB Bank Denver, CO Banking Center Manager, AVP 10/2000 - 07/2008
Project participant in pilot program for client retention, creating a great customer experience and increased sales.
Supervised 12 branch teammates with a focus on branch performance through direction, leadership and execution of superior sales, service behaviors and activities by the entire team.
Relationship Manager for Private Banking clients, providing a high level of support with banking and investment services.
Primary Closing specialist for consumer loans. .
Sales lead generation through internal/external referral process, outbound marketing, and industry networking events.
Managed branch and central cash vault staff.
Professional Accreditations/Associations
Board Member of CORD
Former Mentor with Excelsior Youth Center
Former Mentor with Save Our Youth Foundation
MiCasa, Return to Work Program
Colorado Women’s Chamber of Commerce,
Mile High HOG Chapter Mile High Ladies of HOG,
Colorado Community Church