Tristan Taylor

I am a dynamic financial services professional with over five years of experience in banking operations, AML compliance, and client relationship management.

At U.S. Bank, I performed detailed AML compliance reviews and investigations, collaborated on suspicious activity monitoring, and executed cold-calling to support compliance efforts. I consistently achieved KPIs through high accuracy and productivity in regulatory reporting and streamlined financial documentation at Charles Schwab.

As a Relationship Manager at Bank of America, I built and maintained client relationships, drove account openings, and assessed financial needs to deliver tailored credit and banking solutions. I ensured regulatory compliance with Customer Identification Program (CIP) and banking standards while delivering exceptional customer service.

I bring problem-solving skills, team leadership, and operational efficiency to every role and am committed to achieving organizational goals through strategic collaboration and measurable results.