Daniel Dent Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina

Retail and small business executive leading North Carolina, South Carolina, and Virginia. Responsible for P&L and balance sheet growth and profitability, customer experience, insurance/investment licensed banker program, operations, and overall strategy. Creating a culture of diversity, equity, and inclusion to increase equality, development and growth opportunities for all employees, customers, and our communities.

Greater Memphis Area

Sept 2013-Present - Consumer Deposit and Emerging Payments Solutions ManagerReceived added responsibility of managing interest rates of consumer retail deposit portfolio and managing the growth and profitability of the bank’s consumer deposit products, including checking, savings, money market, IRAs and CDs. Manage consumer deposit fee income and evaluate opportunities to improve features, pricing, and promotional strategies for consumer deposit products. Leverage internal and external data and vendor relationships to better understand consumer behavior through trend analysis. Translate findings into actionable tactics to improve product sales and cross selling. May 2013-Present - Emerging Payments Solutions ManagerLead strategy and development of mobile and online payment products including mobile deposit, mobile and online bill pay, P2P, mobile wallet and other emerging payment solutions. Responsible for evaluating consumer payment product portfolios and developing payments strategy along mobile, online, credit card, prepaid card and debit card channels. Drive innovation through assessment of emerging payment technology.

Responsible for development and execution of the regional marketing and management strategy for Financial Centers in the Memphis, Jackson, Germantown and North Mississippi market through hiring, training and management coaching of approximately 120 Financial Center staff members with a focus on customer service, sales, compliance and profitability.Founding member of the Diversity Networking Association employee resource group. Dedicated to providing education, experience, and networking for those that may not have opportunities in their day to day roles to interact with various areas and levels of the organization. These opportunities create avenues for professional development and advancement. Corporate Recognition: 2010 - Nominated and selected for the inaugural First Tennessee Emerging Leaders Program.

Establish new to bank mass affluent customer relationships by proactively calling prospects. Establish relationship with mortgage officers to manage their new customers as well as their existing customer base. Cross sell customers on various products given their individual needs and partnering them with other First Tennessee specialists to meet their financial goals. Corporate recognition: 2005 - Golden Circle Award Winner for exceptional sales performance

Evaluate individual and business banking needs and cross sell appropriate products. Call customers quarterly to review accounts, offer other services, and enhance retention of customer base. Corporate recognition: 2004 - Nominated and selected for First Tennessee Professional Enrichment Program. 2004 - Horizon Award Winner for exceptional sales performance

Business Systems Manager/Financial Planning Specialist:Analyze current and historical business results for the Tennessee/Arkansas/Missouri region. Develop and implement proactive strategies to increase advisor production. Provided training to first year advisors on financial planning process, developed comprehensive tailored financial plans, and best practice sharing.Senior Paraplanner:Consulted on an ongoing basis with individuals and businesses to evaluate current financial status, identify specific goals, and develop strategies to use resources in the most efficient manner to achieve financial goals. Series 7 and Series 6 licenses, Life Accident and Health license

Education record

Mba, 4.0

Education record