DYLAN MAPLES
Fort Collins,CO
Summary
Financial Service Guide with a background in sales and an understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining the multi-faceted banking processes for optimized support among clients.
Overview
6
6
years of professional experience
Work History
Universal Relationship Officer
Blue Federal Credit Union
10.2023 - Current
- Successfully drive new business acquisition and deepen existing client relationships.
- Monitor, follow-up and escalate cases to meet customer response commitments.
- Supports sales team in gaining and analyzing customer data to identify and plan for expansion and additional business.
- Conducts comprehensive financial analyses to identify potential risks and recommend appropriate mitigation strategies to senior management.
- Utilize MeridianLink and Keystone CRM applications for recording and tracking client interactions.
- Ensure compliance with all federal and state regulations throughout the loan origination process.
- Assist customers in understanding loan terms and conditions to make informed decisions.
- Manage a diverse portfolio of loans while maintaining strong relationships with borrowers and referral partners.
Financial Solutions Guide
Elevations Credit Union
08.2022 - 10.2023
- Networked to increase client base and encourages existing clients to expand financial portfolios
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Assisted with teller needs and training where necessary while also helping members with financial planning and product needs
Sr. Financial Service Representative
SmartBank
06.2019 - 08.2022
Head Teller
Tennessee State Bank
07.2019 - 06.2020
Education
Bachelor of Science - Business Administration
The University of Tennessee
2019
Skills
- Product and Service Sales
- Knowledge of MS Office & Excel
- Excellent people skills
- Relationship building
- Multi-tasking strength
- Compliance adherence
Timeline
Universal Relationship Officer
Blue Federal Credit Union
10.2023 - Current
Financial Solutions Guide
Elevations Credit Union
08.2022 - 10.2023
Head Teller
Tennessee State Bank
07.2019 - 06.2020
Sr. Financial Service Representative
SmartBank
06.2019 - 08.2022
Bachelor of Science - Business Administration
The University of Tennessee
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