JEREMIAH DILL
Pueblo Bank and Trust
Aurora,CO
Summary
Results-driven financial professional and former business owner offering a unique combination of small business operations experience and deep banking acumen. Proven track record of managing diverse commercial and business client portfolios, navigating complex financial regulations, and delivering high-touch, concierge-level relationship management. Highly skilled in business account structures, risk management, and digital banking platforms. An entrepreneurial self-starter eager to drive client retention and experience.
Work History
Universal Banker
- Onboarding & Sales: Opened new personal and business accounts, guiding clients through documentation requirements and identifying tailored banking solutions to enhance client engagement.
- Compliance & Risk: Ensured adherence to regulatory requirements (BSA/AML) and internal bank policies, safeguarding client data and reducing risk of fraudulent activity.
Relationship/Business Banker (MOD)
- Portfolio Management: Managed a diverse portfolio of business and commercial clients, serving as the primary contact for end-to-end onboarding, specialized business account opening, and tailored financial solution strategies.
- Treasury & Cash Management: Advised business clients on cash management solutions, treasury service setups, and digital tools to enhance their daily operational efficiencies.
- Risk & Compliance: Maintained meticulous documentation and audited client profiles under strict regulatory guidelines to prevent fraudulent activity and ensure flawless quality control.
- Industry Knowledge: Leveraged advanced banking acumen to identify client needs and cross-sell complex financial products; previously held active FINRA Series 6 and SIE certifications.
Owner/Operator
- Business Operations: Directed daily business operations, managed financial cash flow, controlled inventory, negotiated vendor contracts to ensure operational efficiency.
- Team Leadership: Recruited, trained, and managed high-performing team; designed labor schedules aligned with seasonal traffic patterns and employee strengths to optimize staffing.
- Client Experience: Cultivated loyal community customer base through top-tier service quality, resolved escalated concerns with effective problem-solving.
Skills
Transaction Processing
Cash Handling
Regulatory Awareness
Customer Service
Client relations
Effective Communication
Relationship building
Accomplishments
Previously held SIE, Series 6, and Life Insurance Licenses. Currrently a Notary Public.
Timeline
Universal Banker
Pueblo Bank and Trust
2025 - 2026Read More
Relationship/Business Banker (MOD)
JPMorgan Chase
2022 - 2025Read More
Owner/Operator
Panny's Pizza
2018 - 2022Read More