Dylan Mathis

Dylan Mathis Email and Phone Number

Business Manager - Western Region @ Los Angeles, CA, US
Los Angeles, CA, US
Dylan Mathis's Location
Los Angeles Metropolitan Area, United States
Dylan Mathis's Contact Details
About Dylan Mathis

Dylan Mathis is a Business Manager - Western Region at Citi Private Bank. He possess expertise in creative problem solving, customer service, client relationship building, microsoft office, wealth management and 8 more skills. Colleagues describe him as "Ever since I known Dylan, he has been a consistent achiever both on and off the court. He has carved a great life for himself. He is a reliable and motivated worker in the professional ranks. Dylan's dedication to the success in his life can be attributed to his up bring from his parents who taught him moral values and respect. He certainly has been a positive role model for those who get to know him up close and personal. Andre Smith Former Dylan's Basketball Coach"

Dylan Mathis's Current Company Details
Citi Private Bank

Citi Private Bank

Business Manager - Western Region
Los Angeles, CA, US
Dylan Mathis Work Experience Details
  • Citi Private Bank
    Business Manager - Western Region
    Citi Private Bank
    Los Angeles, Ca, Us
  • Citi Private Bank
    Relationship Officer Team Lead
    Citi Private Bank Sep 2022 - Present
    Los Angeles, California, United States
  • Citi Private Bank
    Associate Banker
    Citi Private Bank Jul 2017 - Oct 2022
    Los Angeles, California, United States
    • Generate mortgages sales exceeding $75MM per year• New business goals of $9MM attributed to secured /unsecured lending, managed investments• 30+ new acquisitions per year • Assist Bankers to develop and deepen relationships to obtain the full wallet share of clients• Regularly check in with product partners to remain knowledgeable of upcoming offerings • Ensure appropriate documentation related around KYC/AML standards across the globe• Mentor new Associate Bankers within region to promote efficiency and standards across multiple offices • Creation of sales and marketing strategies to generate new business
  • Citi Private Bank
    Client Service Officer
    Citi Private Bank Sep 2007 - Sep 2022
    • Manage and execute client needs, effectively generating product and service leads to sales teams • Interface with various internal businesses, facilitating ongoing communication with regard to existing and future client needs• Develop and implement process improvements, enhancing client experience and increasing efficiency • Led investigation into client relationship, preventing $700k in fraud• Enforce operational policies and procedures, ensuring operational integrity
  • Hsbc Private Banking
    Relationship Officer
    Hsbc Private Banking Nov 2013 - Apr 2014
    Beverly Hills, Ca
    View
  • Citi Private Bank
    Service Representative
    Citi Private Bank Nov 2004 - Jan 2007
    • Processed check deposits, money transfers and reconciliation of average monthly dollar flows in excess of $30M • Performed account maintenance, including activations, confirmations and approvals• Provided back-up support to client service team, promoting teamwork and standardization of processes

Dylan Mathis Skills

Creative Problem Solving Customer Service Client Relationship Building Microsoft Office Wealth Management Training And Development Fraud Investigations Private Banking Series 7 Series 63 Crm Process Improvement Management

Dylan Mathis Education Details

Frequently Asked Questions about Dylan Mathis

What company does Dylan Mathis work for?

Dylan Mathis works for Citi Private Bank

What is Dylan Mathis's role at the current company?

Dylan Mathis's current role is Business Manager - Western Region.

What is Dylan Mathis's email address?

Dylan Mathis's email address is dy****@****hoo.com

What schools did Dylan Mathis attend?

Dylan Mathis attended University Of California, Riverside, Redondo.

What are some of Dylan Mathis's interests?

Dylan Mathis has interest in Exercise, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, Food, Home Decoration, Health, Cooking.

What skills is Dylan Mathis known for?

Dylan Mathis has skills like Creative Problem Solving, Customer Service, Client Relationship Building, Microsoft Office, Wealth Management, Training And Development, Fraud Investigations, Private Banking, Series 7, Series 63, Crm, Process Improvement.

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