Joshua Dillman
Palm Coast,FL
Summary
Proven leader and efficient problem-solver, excelled as a relationship specialist role by maintaining sales goals with follow ups and Leads. mentored interns to peak performance. Demonstrated expertise in relationship building and being a good example for fellow team members, working well in fast paced , busy environments, continuously working on self improvement. Maintaining a professional demeanor no matter the situation.
Worked closely with branch MLO as mortgage champion for branch. Answering more detailed mortgage questions on behalf of MLO.
Overview
7
7
years of professional experience
Work History
Relationship Specialist II
Vystar Credit Union
Palm Coast, FL
05.2022 - Current
- Assisting customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Provided advice on different bank products and offers.
- Trained and mentored high school interns to maximize performance, efficiency.
- Constantly exceeding sales goals.
- Worked closely with our branch MLO as branch mortgage champion.
- Located opportunities and sent referrals to our mortgage department, strong relationships built with our mortgage team with great communication.
- Highly respectful, willingness to help wherever needed.
- Working loan applications communicating with underwriters and customers (members) professionally to aquire documents needed for loan approvals.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Trained in opening business accounts, knowledgeable in business account requirements and procedures.
Lead Teller
Wells Fargo
12.2020 - 05.2022
- Mentored newly hired team members on appropriate responses to patron questions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted cash drawers and made bank deposits.
- Established rapport with new clients to increase satisfaction and loyalty.
- Maintained friendly and professional customer interactions.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Identified issues, analyzed information and provided solutions to problems.
- Served customers in a friendly, efficient manner following outlined steps of service.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Actively listen to customers, handled concerns quickly and escalated major issues and complaints to supervisor.
- ATM Custodian.
- Approver for teller transactions and backup for service manager tasks.
- Trained in doing observations and giving feedback to team members.
Teller
Wells Fargo
07.2019 - 12.2020
Sales Associate
Coach
12.2017 - 03.2019
- Engaged with customers to effectively build rapport and lasting relationships.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Educated associates on market trends and stayed up-to-date on forecasts.
- Provided positive first impressions to welcome existing, new and potential customers.
- Trained and developed new hires in company processes, product knowledge, customer service and selling techniques.
- Trained and developed new sales team associates in products, selling techniques and company procedures.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Prepared large cash deposits with zero discrepancies.
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
Education
High School Diploma -
Tafelberg
Cape Town, South Africa 12.2017
Skills
- Fast and efficient
- Good at building close relationships with members and fellow team members
- Staff Management
- Good relationship builder
- Leadership skills
- Fast Learner
- Professional
Timeline
Relationship Specialist II
Vystar Credit Union
05.2022 - Current
Lead Teller
Wells Fargo
12.2020 - 05.2022
Teller
Wells Fargo
07.2019 - 12.2020
Sales Associate
Coach
12.2017 - 03.2019
High School Diploma -
Tafelberg