Dylan Postle
Pataskala,OH
Summary
Client-focused banking professional with experience in account management, financial services, and resolving account issues. Skilled in compliance requirements, sales techniques, and Microsoft Excel.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Relationship Banker
JPMorgan Chase
Gahanna, Ohio
07.2025 - Current
- Guided customers in opening and closing accounts, applying for loans, and making informed financial decisions.
- Assisted customers with account inquiries, card issues, and daily banking needs, ensuring satisfaction.
- Addressed account discrepancies and transaction concerns through effective communication, enhancing customer trust.
Associate Banker
JPMorgan Chase
Lancaster, Ohio
03.2023 - 07.2025
- Processed deposits, withdrawals, and payments in branch banking system.
- Balanced cash drawer and verified cash amounts to ensure accurate financial reporting during shift changes.
- Answered account questions and guided clients to appropriate branch services to enhance customer satisfaction.
- Supported branch opening, closing, and cash control procedures to maintain operational integrity and security.
- Maintained confidentiality of all customer records and information according to company policies.
Education
Bachelor of Science - Finance
Wilmington University
New Castle, DE03-2027
High School Diploma -
Fairfield Union
Lancaster05-2015
Skills
- Client Relationship Management
- Account management
- Financial services
- Risk assessment
- Compliance requirements
- Sales techniques
- Microsoft Excel
Certification
- Securities Industry Essentials License
- Series 6 License
- Series 63 License
- Life and Health Insurance License
Timeline
Relationship Banker
JPMorgan Chase
07.2025 - Current
Associate Banker
JPMorgan Chase
03.2023 - 07.2025
Bachelor of Science - Finance
Wilmington University
High School Diploma -
Fairfield Union