DILLON MCCANN
Memphis
Summary
Eager financial professional with experience supporting consumer and small business clients through consultative financial conversations and collaboration. Strong foundation in financial analysis, client relationship management, and risk awareness with a demonstrated ability to identify opportunities, deepen relationships, and support business growth. Seeking to leverage my experience and continue developing as a Trusted Banker with Simmons.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Banker II
Simmons Bank
03.2025 - Current
- Manage and grow relationships with consumer and small business clients through consultative financial conversations.
- Identify opportunities across deposits, lending, and partner solutions
- Support lending activities by gathering information, facilitating requests, and collaborating with bank partners.
- Serve as a trusted point of contact, ensuring a high-quality client experience while maintaining strong compliance standards.
- Contribute to branch performance through proactive outreach, relationship development, and cross-functional collaboration.
Financial Representative
Northwestern Mutual
07.2024 - 03.2025
- Analyzed client financial needs to recommend appropriate insurance products and investment strategies
- Educated clients on financial planning concepts, enhancing understanding of insurance and investment options
- Assisted in developing personalized financial plans, ensuring alignment with client goals and risk tolerance
- Collaborated with team members to streamline processes for client onboarding and account management
Account Manager
Freedom Freight Solutions
05.2022 - 05.2024
- Developed and maintained strong client relationships to drive account growth and retention.
- Increased sales revenue by identifying and pursuing new business opportunities.
- Coordinated communication between shippers and carriers to ensure timely delivery of goods.
- Managed freight logistics to optimize shipment efficiency and reduce delays.
Education
Associate of Science - Business Administration
Ivy Tech Community College of Indiana
Indianapolis, IN05-2026
Skills
- Client Relationship Management
- Consultative Sales
- Financial Industry Fundamentals
- Business Development
- Reliability
- Analytical thinking
- Coachability
Certification
NIPR - Life & Health License
IASSC - Lean Six Sigma Yellow Belt
Timeline
Relationship Banker II
Simmons Bank
03.2025 - Current
Financial Representative
Northwestern Mutual
07.2024 - 03.2025
Account Manager
Freedom Freight Solutions
05.2022 - 05.2024
Associate of Science - Business Administration
Ivy Tech Community College of Indiana