James Taylor

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.
Bachelor
Business Administration and Management, General
Nassau Community College

Career

Relationship Banker

Develop and manage banking book of business.

Career Roadmap

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.

Skills & Qualities Beyond School

You need to be a people person. Being able to hold a professional conversation with a business owner or high net worth client are essential for success in this business. You also need to be a GREAT time manager. You need to schedule your day and follow that schedule to a "T" to ensure that you are accomplishing your goals.

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:

undergrad
Bachelor
Business Administration and Management, General

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