Dillon Keeney
North Grafton
Summary
Results-driven banking professional with experience in financial analysis and client relationship management. Known for leveraging emotional intelligence to provide tailored financial solutions and consistently achieve top performance in competitive environments. Committed to supporting teams in achieving operational excellence.
Overview
3
3
years of professional experience
Work History
Citizens Banker
Citizens Bank
Franklin
12.2024 - Current
- Advised customers on bank products, services, and financial planning options.
- Consistently, a top-performing banker in a very competitive branch.
- Analyzed customers' financial information to determine the best banking products for them.
Accounting Intern
Lee & Crowley
Boston
06.2023 - 09.2023
- Supported audit teams with financial data analysis and documentation.
- Assisted with on-site client audits, and contributed to audit reports.
- Collaborated within a small team to complete administrative and analytical tasks efficiently.
Financial Advisor Assistant Intertn
Merrill Lynch
Newton
06.2022 - 08.2022
- Prepared Personal Wealth Analyses (PWAs) are presented to clients by financial advisors.
- Observed client meetings to gain insight into financial planning strategies and client relationship management.
- Provided operational support to streamline advisor workflows and improve client service delivery.
Education
Bachelor of Science - Finance
Bryant University
Smithfield, Rhode Island, RI05-2024
Skills
- Financial analysis
- Customer service
- Risk assessment
- Wealth management
- Client relationship management
- Emotional intelligence
- Referral identification
- Pipeline management
- Issue management
- Oral communications
Timeline
Citizens Banker
Citizens Bank
12.2024 - Current
Accounting Intern
Lee & Crowley
06.2023 - 09.2023
Financial Advisor Assistant Intertn
Merrill Lynch
06.2022 - 08.2022
Bachelor of Science - Finance
Bryant University