Manager Sales

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

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