Dylan Board
Charlotte
Summary
Customer-focused banking and sales professional with experience delivering consultative financial support, building client relationships, and driving referral-based solutions in fast-paced environments. Skilled in identifying customer needs, providing product education, resolving issues independently, and ensuring compliance with operational policies and regulatory guidelines. Proven ability to support branch operations and exceed expectations through strong communication, organization, and disciplined work ethic.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Retail Banker I (Part-Time)
TD Bank
Charlotte, NC
02.2025 - Current
- Deliver exceptional customer service by assisting customers with daily banking needs while building trust and long-term relationships
- Engage in consultative conversations to identify financial needs and recommend appropriate TD products and solutions
- Support branch goals by generating referrals through proactive relationship-building and needs discovery
- Perform customer account servicing, including deposits, withdrawals, transfers, and check cashing, while maintaining accuracy and fraud awareness
- Utilize internal systems and CRM tools to document customer interactions and ensure follow-up opportunities are tracked
- Resolve customer concerns independently by applying bank policies, procedures, and operational knowledge, escalating when appropriate
- Educate customers on self-service and digital banking options to improve customer convenience and satisfaction
- Maintain compliance with operational policies and regulatory guidelines, including customer identification and risk control procedures
- Recognized for strong operational excellence and accuracy in transaction processing, consistently ensuring proper documentation and transaction integrity
- Assisted in onboarding and training newly hired team members by coaching them on branch procedures, customer servicing standards, and daily operational workflows
- Served as a reliable resource for colleagues by answering procedural questions and supporting efficient execution of branch operations during high-volume periods
Field Marketer
LeafFilter
Charlotte, NC
09.2024 - 11.2024
- Proactively engaged customers through needs-based conversations to generate qualified leads and exceed performance expectations
- Adapted sales approach based on customer interest level, effectively communicating product benefits in a clear and persuasive way
- Maintained accurate reporting of customer lead data and ensured lead information was recorded correctly
- Collaborated with team members across multiple store locations to improve strategies and maximize results
- Represented the LeafFilter brand professionally and maintained a positive and knowledgeable presence
Electrical Helper
Crowder Construction
Charlotte, NC
02.2024 - 06.2024
- Excavated trenches and supported installation of underground electrical systems
- Assembled conduit by measuring, cutting, bending, and gluing conduit to match layout plans
- Pulled and routed electrical wiring through installed conduit systems in accordance with project specifications
- Installed and maintained temporary electrical power on site while troubleshooting electrical issues as needed
- Operated heavy equipment, including trench rollers and plate compactors to stabilize excavated areas
- Maintained clean and organized work areas while following safety procedures and job site protocols
Ride Operator
Carowinds
Charlotte, NC
05.2023 - 08.2023
- Operated and monitored rides to ensure safe and efficient operation by following strict safety protocols
- Performed safety inspections and routine pre-operational checks to ensure rides were in proper working condition
- Assisted guests with boarding and exiting rides by providing clear instructions and ensuring restraints were secured
- Delivered exceptional customer service by engaging with guests, answering questions, and enhancing overall experience
- Maintained constant communication with the control booth and maintenance teams regarding ride operations
Education
James Madison University
Harrisonburg, VA08-2022
Skills
- Customer Relationship Building & Needs-Based Conversations
- Consultative Sales & Product Recommendations
- Retail Banking & Teller Transactions
- Customer Issue Resolution & Escalation Support
- Fraud Awareness & Risk Mitigation
- CRM Tools & Lead Tracking
- Referrals & Outbound Customer Outreach
- Account Servicing & Transaction Accuracy
- Branch Operations & Process Execution
- Team Training & Knowledge Transfer
- Microsoft Office (Excel, Word, Outlook)
Certification
Amusement Ride Operator Certification
Timeline
Retail Banker I (Part-Time)
TD Bank
02.2025 - Current
Field Marketer
LeafFilter
09.2024 - 11.2024
Electrical Helper
Crowder Construction
02.2024 - 06.2024
Ride Operator
Carowinds
05.2023 - 08.2023
James Madison University