Dylan Murphy
Hilliard,Ohio
Summary
I am looking to continue my banking career in the world of business banking. My goal within the next two years is to become proficient and lead my industry both with service and in sales. My long term goal is to be the leader of an emerging market that helps businesses grow and thrive in their community.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Relationship Banker Registered
Huntington National Bank
Columbus, OH
04.2022 - Current
- Assist the branch with consistently outperforming quarterly goals in categories such as Mortgage, Investments, and Treasury.
- Achieved 8/9 individual quarterly sales goals so far this year in areas such as Consumer Lending, Credit Card Sales, Investments, and more.
- Received 100% on all customer reviews for Huntington Core Values since Q3 of 2024.
- Exceeded the 2024 personal investment goal by 94.4%, netting an additional $1,700,000 in sales for Huntington.
- Given awards that recognise sales excellence across all major categories prioritised by my district.
- Host collaborative meetings between partner teams to discuss current trends and challenges to increase region sales.
Registered Representative
Lifetime Financial Growth
Columbus, OH
08.2020 - 04.2022
- Engaged in finding new clients through extensive networking opportunities.
- Created and hosted events tailored to new clients including football camps, real estate webinars, nursing webinars, and fundraising events.
- Positioned to offer clients access to one of the most comprehensive financial product-platforms available today.
- Enhanced clients’ goals by designing a customized strategy, and created life maps to achieve and protect clients’ wealth.
Student Assistant, Shipping and Receiving
The Ohio State University
Columbus, OH
05.2019 - 08.2019
- Served as an intern working with logistics of The Ohio State University
- Tracked packages, processed and received goods used by various departments around the university campus
Education
Bachelor of Science - Economics
The Ohio State University
Columbus, OH05.2020
Certification
- Series 7
- NMLS Certification
- Notary License
- Series 63
- Series 7 Exam
- Securities Industry Essentials (SIE) Exam
- Long Term Care License
- Life/Health Exams
Affiliations
- DRFS High School Head Coach
- OSU RUGBY
- NCAA Division 1 Football, Lafayette College
Accomplishments
- Service Heart Award Winner 2023,2024
- Client Builder Award
- "Concussions in Football: Kickoff" academic research study presented the Ohio State University's Sports and Society initiative
ACHIEVEMENTS
- Series 7 Exam June 2021
- Securities Industry Essentials (SIE) Exam March 2021
- Client Builder Award December 2020
- Long Term Care License December 2020
- Life/Health Exams August 2020
- “Concussions in Football: Kickoff” academic research study presented the Ohio State University’s Sports and Society initiative April 2019
Skills
- Sales (5 years)
- Proficient with various CRM, POS, Salesforce and standard office Software (5 years)
- Time Management
- Proficient with Microsoft Office Suite- Word, Excel, Outlook, Powerpoint, etc (8 years)
- Building Professional Relationships (5 years)
- Banking- Retail, Mass Affluent & Business Clients (3 years)
- Financial planning
- Financial services
ACTIVITIES
- DRFS High School Head Coach 2020 – Present
- DRFS Middle School Head Coach 2019 – 2020
- DRFS Middle School Assistant Coach 2018 – 2019
- OSU Rugby 2018 – 2020
- NCAA Division 1 Football, Lafayette College 2016 – 2018
Timeline
Financial Relationship Banker Registered
Huntington National Bank
04.2022 - Current
Registered Representative
Lifetime Financial Growth
08.2020 - 04.2022
Student Assistant, Shipping and Receiving
The Ohio State University
05.2019 - 08.2019
Bachelor of Science - Economics
The Ohio State University
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