Taylor BanksTaylor BanksClient Associate
About Taylor
Taylor Leigh Banks is a Client Associate at J.P. Morgan Wealth Management.
Taylor brings a service-first mindset to provide operational and administrative support to advisors and their clients. She assists with client onboarding, account maintenance and day-to-day activities, helping support responsive client service and efficient business operations. Taylor draws on leadership experience managing banking services teams, collaborating across business functions and supporting process improvements that enhance day-to-day operations.
Taylor joined J.P. Morgan as a Client Associate in 2021. She has also served as Banking Services Team Lead, helping build and develop the department while leading a team of up to 20 employees. Taylor was previously a Wealth Management Banking Specialist at Bank of America, partnering with advisors in support of their wealth management clients. Earlier, she served as a Financial Consultant and then Lead Financial Services Officer at City Credit Union after beginning her banking career in roles at J.P. Morgan and Wells Fargo.
Taylor earned a B.S. in Business Management from Western Governors University and an A.S. in Science from Dallas College. She holds the FINRA Series 24, 7 and 66 securities licenses.
Insights
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