Dallin Holmes
Rexburg,USA
Summary
Resourceful Member Advisor known for high productivity and efficient task completion. Excel in customer relationship management, financial advising, and conflict resolution. Thrive using empathy, communication skills, and problem-solving abilities to enhance member satisfaction and retention.
Overview
2
2
years of professional experience
Work History
Member Advisor
Westmark Credit Union
Rexburg, ID
04.2025 - Current
- Analyzes customer needs and recommended appropriate financial solutions.
- Assists with account opening processes by verifying information, collecting required documents, and entering data into the system.
- Actively promotes new products and services by providing detailed information upon request.
- Processes loan applications from start to finish including document preparation, review of financial statements, credit checks and closing paperwork.
Associate Banker
Chase Bank
Lindon, USA
04.2023 - 05.2024
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Balanced teller drawers, ATM, and Bank Vault.
Education
Bachelor of Science - Business Management
BYU-Idaho/BYU Pathway
Rexburg, ID04-2027
Skills
- Self-motivated nature
- Analytical Thinking
- Relationship Building
- Client relationship management
- Strategic Planning
Volunteer Experience
The Church of Jesus Christ of Latter Day Saints, Served as a volunteer missionary in Everett, Washington teaching people about Jesus Christ from The Bible and Book of Mormon., District leader, Zone leader, Assistant to the mission president, Vehicle coordinator
Timeline
Member Advisor
Westmark Credit Union
04.2025 - Current
Associate Banker
Chase Bank
04.2023 - 05.2024
Bachelor of Science - Business Management
BYU-Idaho/BYU Pathway
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