Dillon Williams Email & Phone Number

Orlando, Fl, Us

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• Monitor and approve off-site cash transactions• Assist customers with complaints and inquiries

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