Dan Dakroub Email & Phone Number

Clinton Township, Mi

• Track and maintain detailed records of new and potential accounts, ensuring accuracy and retrieving needed information. • Provide exceptional customer service, informing customers of best banking and financial practices; maintain high levels of satisfaction and increase sales and services. • Supervise and assist branch employees, answering questions and providing training to new hires to ensure quality customer service is delivered by all associates.

Romeo, Mi

• Led branch to earn a Top 3 rank for profit and loss (P&L) performance region-wide, spearheading branch turnaround from an internal score of four to one, demonstrating high achievement. • Continuously met or exceeded sales goals and expectations, becoming one of the branch’s top producers. • Developed rapport with customers, serving as a trusted advisor by resolving problems and guiding customers in finding the best services to achieve desired outcome. • Maintained high levels of customer satisfaction as demonstrated by surveys, earning an overall ranking 4.5 out of 5, while adhering to bank policies and procedures.

St. Clair Shores & Sterling Hts., Mi

• Initiated phone and personal contact with customers identified as having the potential to bring additional revenue to the branch.• Conducted a review to determine the performance of all assets managed for the customer.• Opened a dialogue with the customer to determine if the bank was fully meeting their needs, formulating recommendations to advise on changes or additions to the current portfolio of products and services.• Negotiated and implemented rollover of a high-volume 401K retirement account within first two months of moving into position, driving explosive profit growth.• Resolved customer service issues, ranging from answering routing banking questions to investigating and receiving approval to refund bank charges, providing exceptional customer service. • Communicated with customers in order to provide reminders of expiring certificates of deposit that needed to be rolled over, scheduling appointments for further discussion.

Rochester, Mi

• Recognized as Top Investment Producer out of all licensed financial consultants in the Southeast Michigan district of PNC Bank.• Honored for achieving a regional best in cross-selling products and providing outstanding customer service. • Reviewed accounts with a focus on listening to the customer and identifying needs in order to sell investment products such as mutual funds and fixed and variable annuities.• Formulated and presented a variety of options to meet a customer’s needs, simplifying complex financial concepts and following-up to ensure customer questions or concerns were addressed.• Managed branch operations in the absence of manager and assistant, supervising a staff of tellers, which included answering questions, delegating tasks, and assisting in customer transactions. • Cross-sold banking products to investment customers, including loans, credit cards, checking accounts, savings accounts, and overdraft protection, ensuring financial needs were met.

Ruskin, Fl

• Successfully sold investment products, earning recognition as a top performer in the Ruskin branch to secure incentive/bonus payments. • Initiated contact with approximately four to eight businesses per month, resulting in conversion of two to three new business customers monthly.• Consistently achieved or surpassed set goals for number of checking and savings accounts opened, increasing revenue while maintaining high levels of customer satisfaction with current clientele.

Bachelor Of Science

Associate Of Liberal Arts