Denis Eid

Denis Eid

Financial Service Representative

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location of Denis EidNew York City Metropolitan Area

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  • Timeline

  • About me

    RBM III, Assistant Vice President

  • Education

    • University of North Carolina at Chapel Hill

      -
      Master of Science (M.S.) Master of Science in Economics with a concentration in Finance

      Activities and Societies: Member of Omicron Delta Epsilon Honor Society. Won the Kennedy Award for Excellence in Financial Prognostication

    • Notre Dame University - Louaize (NDU)

      -
      BA in Economics

      Minor in Business Administration

  • Experience

    • Southtrust Asset Management

      Jan 2005 - Jan 2006
      Financial Service Representative

      Private Banking Relationship Manager providing Banking, Credit, Investment Services, Retirement Planning, Insurance Services, Philanthropic Services and Estate Planning for Affluent and High Net Worth clients.

    • Wachovia Bank of GA

      Jan 2006 - Jan 2010
      Senior Financial Specialist

      ● Responsible for growing loans and deposit balance sheets● Educated and advised clients on Wachovia's products ● Gained client commitment to build a relationship with Wachovia and utilize financial services across all levels to include deposits, loan, credit card and investments● Effectively used sales lead data base and book of business to strategically target sales opportunities● Partnered with team members, internal partners, and external network to increase productivity● Served as mentor for new hire's and a leaders in the market● Top performer in Metro Atlanta year over year; top 3% in company Show less

    • Wells Fargo

      Nov 2010 - now

      ● Lead an AHOS / BHOS team to include Regional Private Bankers, Licensed Bankers, business specialists to grow, retain, and enhance our customer experience through effective market growth penetration. Execute the overall company strategy through engaged leadership development of all teammates. ● Increase bank revenue and wallet share across key stores, including retail growth, small business lending, investments, operations, loss control and acquisition growth.● Grow bank investment assets by more than $64 million. Managing the overall growth and retention of a $188 million Book of Business, the largest deposit base in the Atlanta Region.● Hiring, Coaching and Training a successful sales team through the development of staff as a competitive advantage in one of the most affluent areas in the Southeast (4 billion assets away).● Position the market as a leading exporter of talent by launching multiple mentoring programs resulting in numerous internal promotions, including Branch Managers.● Consistently achieving sales goals at high levels across all locations in assignment.● Developing one of the most talented and diverse teams. Select Achievements:● Based on performance and quality leadership selected to be part of the ALP (Accelerated Leadership Program) in the Southeast region● Appointed Mentor for Rookie Managers● Ranked #1 Manager in major campaigns● Only manager to finish YTD (2014) above goal in all buckets earning coaches bonus quarter over quarter. #1 in COA and # 2 in South Atlanta out of 42● 2013 - 2014 outstanding team member engagement Award● Consistently exceeded store compliance / audit accountabilities ● Recognized as cross credit coach in South Atlanta region for Q1 & Q2 & Q3 2014 / Q1 & Q2 2015● City of Atlanta Affluent Captain. Led COA to best in class investment performance in Wells Fargo● 2012 - 2013 - 2014 - 2015 Coaching Excellence Award Show less ● Represented Wells Fargo at the Chick Fil' A leader cast● Was invited and called to be on the conversion team of Wachovia / Wells Fargo in Baltimore and Washington D.C.● Private Banking relationship manager for Wells Fargo Private Bank● Built and managed lifelong customer relationships.● Promoted, cross-sold and serviced a full range of financial products and services with strong emphasis on meeting established goals.● Responsible for new account sales, household expansion and client retention.● Initiated external phone calls to client base for financial need assessments.● Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities.● Provided analysis and product recommendations to help businesses and wealth clients manage risk. Products recommended included loans, deposits, and investments.● Worked with Financial Advisor developing and managing investment portfolios that included individual equities, bonds, mutual funds and annuities.● Monitored monthly performance and developed marketing campaigns to increase sales and achieve corporate goals. Show less

      • RBM III, Assistant Vice President

        Jul 2013 - now
      • Regional Store Manager

        Nov 2011 - Jul 2013
      • Licensed PB

        Nov 2010 - Oct 2011
  • Licenses & Certifications

    • GA Life / Health Insurance

    • GA Variable Products

    • Series 65

      FINRA
    • Series 6

      Financial Industry Regulatory Authority (FINRA)
    • Series 7

      FINRA
    • Series 63

      Financial Industry Regulatory Authority (FINRA)
  • Honors & Awards

    • Awarded to Denis Eid
      Passion for Excellence Award Wells Fargo Nov 2014 For outstanding Team Member Engagement
    • Awarded to Denis Eid
      Passion for Excellence Award Wells Fargo Nov 2014 For distinguished achievement and outstanding performance in Coaching Excellence
    • Awarded to Denis Eid
      Circle of Stars Award Wells Fargo 2014 Cross Credit Coach
    • Awarded to Denis Eid
      Credit Excellence Award Wells Fargo 2014
    • Awarded to Denis Eid
      Service Excellence Award Wells Fargo 2014 Q1 & Q2 & Q3
    • Awarded to Denis Eid
      Top Manager Award Wells Fargo 2014
    • Awarded to Denis Eid
      2013 Annual Trip Leader Board Wells Fargo 2013 # 1 in South Atlanta
    • Awarded to Denis Eid
      Junior Achievement Georgia Business Hall of Fame Honoree Junior Achievement of Georgia 2013
    • Awarded to Denis Eid
      Shared Success Award Wells Fargo 2013 Teamwork & Partnership
    • Awarded to Denis Eid
      Performance Excellence Wells Fargo Aug 2012 Branch Contribution 13.57 core /day/ PFTE
    • Awarded to Denis Eid
      Top 5 Award - 2012 Branch Manager contribution
    • Awarded to Denis Eid
      Top Performer Award Wells Fargo 2012 90% KDM score 4.59 Average cross-sell 106% of plan achieved
    • Awarded to Denis Eid
      2011 Top Star Performer Award Wells Fargo 2011
    • Awarded to Denis Eid
      Man of Distinction Award Salvation Army 2011
    • Awarded to Denis Eid
      Spotlight Recognition Wells Fargo 2011 Cobb Region Community Banking Honors
    • Awarded to Denis Eid
      Star Performers Recognition Program Wells Fargo 2011
    • Awarded to Denis Eid
      Top Performer Award 2011 Wells Fargo 2011
    • Awarded to Denis Eid
      Master Banker Award 2010 Wells Fargo 2010
    • Awarded to Denis Eid
      Service Excellence Award Wachovia 2010
  • Volunteer Experience

    • Chair

      Issued by Middle Eastern Team Member Network on Feb 2015
      Middle Eastern Team Member NetworkAssociated with Denis Eid
    • President Financial Council

      Issued by St Joseph Church on Mar 2012
      St Joseph ChurchAssociated with Denis Eid
    • Co-Chair

      Issued by Project of Love on Apr 2014
      Project of LoveAssociated with Denis Eid
    • Educational Speaker & Key Partner

      Issued by The Salvation Army on Nov 2011
      The Salvation ArmyAssociated with Denis Eid
    • Chair

      Issued by Green Team Chapter on Mar 2016
      Green Team ChapterAssociated with Denis Eid