Dylan Collins
Estero,FL
Summary
Personable and dedicated Client Relationship Associate with extensive experience in the banking industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
6
6
years of professional experience
Work History
Client Relationship Associate
Key Private Bank
Naples, FL
10.2022 - Current
- Prepares Investment reviews
- Created custom Aggregate and composite builds
- Setting up client/team meetings
- Renewed Commercial and IM&T lines of credit
- Maintained and deepened client relationships
- Updated client notes after annual reviews
- Onboarded new clients (Opened all deposit and lending products)
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Assisted and advised customers on using online and mobile banking systems.
- Assisted clients with onboarding and account setup processes.
- Identified opportunities to strengthen existing relationships with customers.
- Help manage/plan client events
Lead Teller
Key Bank
Bangor, ME
06.2019 - 10.2022
- Researched and resolved client issues on personal savings, checking and lines of credit accounts.
- Trained employees on cash drawer operation.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Performed administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Completed monthly audits and managed overdraft reports.
- Handled daily team scheduling and properly staffed shifts.
Teller
Key Bank
Bangor, ME
03.2019 - 06.2019
- Used a strong knowledge of banking products and services to confidently educate clients about features, benefits and pricing.
- Built and maintained client relationships through quality, personalized interactions.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Float Teller
Key Bank
Bangor, ME
09.2018 - 03.2019
- Directed specific questions to appropriate branch personnel.
- Delivered exceptional service to clients in person or over telephone.
Education
High School Diploma -
Bangor Highschool
06-2017
Skills
- Client Service
- Discrepancy Resolution
- Cross-Selling and Upselling
- Fraud Detection and Prevention
- Counterfeit Detection
- Complex Information Interpretation
- High net-worth client experience
- Detail Oriented
- Investment review preparation
- Salesforce
Timeline
Client Relationship Associate
Key Private Bank
10.2022 - Current
Lead Teller
Key Bank
06.2019 - 10.2022
Teller
Key Bank
03.2019 - 06.2019
Float Teller
Key Bank
09.2018 - 03.2019
High School Diploma -
Bangor Highschool