Dylan Lyall Email & Phone Number

Lara, Victoria, Australia

In my current role as a Customer Relationship Manager, my focus lies in managing and nurturing relationships with both new and existing home loan customers, ensuring their financial needs are met with precision and care. I am mindful of the financial climate and the importance of my role in guiding customers through the suite of banking products available.An integral part of this role involves conducting thorough banking reviews, providing insightful guidance for optimal financial decisions. Handling home loan inquiries for both consumers and, where applicable, small business clients, I am driven to deliver tailored solutions that align with their aspirations.This unique secondment has provided me with a valuable opportunity to once again expand on my skillset and gained experience to have meaningful impact. Recognising the direct impact this role has on business growth, I strive for results and excellence, maintaining a high standard in every aspect of my work.

In my preceding role, I specialised in tailored account opening procedures, catering to both business and investment-type accounts. This role presented an opportunity for higher-level decision-making processes, including credit checks and and adherence to responsible lending policies.Within this context, I fielded and assessed consumer personal loan enquiries, prioritising a more personable approach to enrich the customer experience. I undertook comprehensive banking reviews and honed my insurance expertise, aiming for a holistic understanding of financial needs.Noteworthy in this phase of my career, I additionally participated as the Regional Wealth and Deposits Champion for the Geelong region. This role was largely responsible for reporting data, statistics analysis, sharing and peer to peer coaching. I sought to effectively communicate branch results, KPI's and strategies to senior representatives, contributing to our collective growth.

Lara, Victoria, Australia

In my previous position as a Customer Service Officer, I honed my expertise in branch teller operations and building banking relationships. Consumer account management, banking and insurance product knowledge and awareness of the financial goals of my customers were skills I added to my professional palette.A significant facet of my role involved nurturing customer relationships and driving their enrichment. I took pride in understanding their stories, needs, and aspirations, forging lasting connections and building on rapport to achieve goals. Tending to internet banking maintenance was a crucial part of enhancing accessibility and convenience for our valued clientele.This blend of skills has shaped my journey in the banking realm.