Dillon Williams Email & Phone Number

Orlando, Florida, United States

• Support Treasury Management sales by assisting with portfolio reviews, cash flow analysis, proforma and pricing changes, development of custom plans and solutions, and conduct product demos
• Field requests to add new products, services, entities, and accounts for clients
• Inform and educate clients on products that are available and will benefit them to meet their needs
• Assist in obtaining approvals for ACH and RDC, including temporary overlimit and balance violation approvals
• Prepares Treasury Management reports and other reports for Commercial Department and Management as needed
• Work closely with core processor, vendors, management and other departments regarding Treasury Management products, accounts, and services

Orlando, Florida, United States

• Supported implementations for new and existing customers
• Assisted in the development of custom plans and solutions for clients
• Collaborated with core processor, vendors, operations, and Commercial Relationship Managers to provide technical support
• Provided support to sales officers by research, analyzing, and preparing agreements and equipment for clients
• Managed treasury portfolio and set-up of new business clients for products, including: RDC, ACH, Positive Pay, Internet banking, Online Wire Transfers, Cash Management Sweeps, and Account Analysis
• Traveled and provided on-site client training and implementation support at client’s location

Orlando, Florida, United States

• Receive checks and cash for deposits to accounts
• Process withdrawals and issue checks after verification of signatures and customer balances
• Balance cash drawer at the end of the shift and compares totaled amounts to proof sheet
• Process night depository bags and bank-by-mail
• Refer leads to platform for deposit products, consumer and mortgage loans, IRAs, certificates of deposit and safe deposit boxes
• Receive mortgage, consumer loan, and other payments

Orlando, Florida, United States

Longwood, Florida, United States

• Present and sell company products and services to new and existing customers
• Prospect and contact potential customers
• Reach agreed upon sales targets by the deadline
• Resolve customer inquiries and complaints
• Set follow-up appointments to keep customers aware of latest developments
• Create sales material to present to customers

Orlando, Florida, United States

• Manage daily teller operations, ensuring that all tellers are effectively responding to customer inquiries
• Monitor and analyze teller operations, providing feedback and guidance to tellers in order to improve efficiency and customer service
• Train and develop new and existing tellers in order to ensure they are knowledgeable about bank products and services
• Maintain a professional demeanor at all times and ensure tellers adhere to bank policies and procedures
• Ensure all teller transactions are accurately and promptly processed
• Balance teller drawers and reconcile all cash discrepancies

Vero Beach, Florida, United States

• Receive checks and cash for deposits to accounts
• Process withdrawals and issue checks after verification of signatures and customer balances
• Balance cash drawer at the end of the shift and compares totaled amounts to proof sheet
• Process night depository bags and bank-by-mail
• Refer leads to platform for deposit products, consumer and mortgage loans, IRAs, certificates of deposit and safe deposit boxes
• Receive mortgage, consumer loan, and other payments