Dylan Collins
Estero,FL
Summary
Client Relationship Associate with proven ability to complete tasks efficiently and boost productivity. Skilled in client communication, problem-solving, and time management, ensuring smooth operations and high client satisfaction. Excel at interpersonal communication, adaptability, and empathy, facilitating strong relationships and positive outcomes.
Overview
6
6
years of professional experience
Work History
Client Relationship Associate
Key Private Bank
Naples, Florida
09.2022 - Current
- Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
- Schedule internal and external meetings (pre/post call team meetings and client meetings) and attend and contribute to market huddles/pods.
- Follows up after client meetings on takeaways and next steps.
- Coordinate officer transitions when team members transition on or off the KPB sales team.
- Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
- Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers, bill pay, online statements, and disputing a transaction, etc.
- Utilize Account Central for the opening of Deposit and IM&T accounts.
- Renew IM&T loans/lines of credit on an annual basis.
- Trained new relationship associates across the Florida market.
- Coordinated client service items through East Region Task Queue.
Financial Wellness Associate
Key Bank
Bangor, ME
07.2022 - 09.2024
- Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
- Review and maintain knowledge of product guides, fees, and policies to stay current on offerings.
- Facilitated transactions involving domestic and international wire transfers.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Conducted account openings and closings for clients.
Lead Teller
Key Bank
Bangor, ME
01.2020 - 07.2022
- Completed monthly audits and managed overdraft reports.
- Conducted end-of-day balance checks on vault cash for precise transaction accounting.
- Managed daily operations of teller line, ensuring compliance with bank policies and procedures.
- Handled and resolved advanced client servicing challenges.
- Assisted Branch Manager in onboarding and training new Tellers to team.
- Assumed responsibility for the efficient, effective, and accurate performance of teller functions, while coaching other tellers to do so as well.
- Listen for clues for financial wellness opportunities during client conversations, and then appropriately transition the clients to a banker.
- Facilitated onboarding and skill development of lead tellers in the Northern Maine market.
Teller
Key Bank
Bangor, Maine
09.2018 - 01.2020
- Provided exceptional customer service while accurately processing routine transactions.
- Maintained confidentiality of bank records and client information.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Followed up on requests from customers in a timely manner.
- Resolved problems or discrepancies concerning customers' accounts.
- Delivered outstanding service, maintaining a friendly and professional demeanor during transactions.
Education
High School Diploma -
Bangor High School
Bangor, ME06.2017
Skills
- Effective Time Management
- Customer service
- Professional Development
- Empathy
- Problem solving
- Collaboration
- Adaptability
- Accountability
Timeline
Client Relationship Associate
Key Private Bank
09.2022 - Current
Financial Wellness Associate
Key Bank
07.2022 - 09.2024
Lead Teller
Key Bank
01.2020 - 07.2022
Teller
Key Bank
09.2018 - 01.2020
High School Diploma -
Bangor High School
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