James Taylor
Relationship Banker
Capital One
Milestones
My road in life took a while to figure out.
I come from a family of bankers so my initial moment was seeing my father work at his profession.
Realized that I wasn't going to have a NFL career so I needed to find another career path.
Getting some experience in finance and realizing that I loved this business.
Studying and passing my Series 7 & 63 Securities Licenses exams.
Working and experiencing different aspects of finance and finding my way into traditional banking.
I am always learning something new. Never stop learning.
Education
High School
Clarke H.S.
Clarke H.S.
Career
Relationship Banker
Develop and manage banking book of business.
Career Roadmap
My work combines:
My work combines:
Business
Entrepreneurship
Helping People
Day to Day
A great day would be a very busy day of handling customer issues, following up on sales opportunities pending in our pipeline, closing sales, and prospecting for new bank opportunities.
Advice for Getting Started
Here's the first step for college students
If you are interested in economics / banking I would definitely suggest your first step being to take some Economics and Business Management classes. This will provide you with a great foundation from which to start. Taking on an internship would also be very useful as this will provide you with the real life experience that is necessary to succeed in this business.
Recommended Education
My career is related to what I studied. I'd recommend the path I took:
Hurdles
The Noise I Shed
From Society in General:
"You are not a good fit for our culture or we are looking for people with more experience."
Challenges I Overcame
Financial
