Kareem Eid

• Interviewed and hired teller candidates with branch manager to promote adequate staff coverage during operating hours.
• Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
• Pursued new retail and commercial account growth to enhance bank's market position.
• Performed teller, personal banker functions during high-volume business periods to offer expeditious service to customers.

• Resolved customer complaints and disputes to maintain satisfaction and loyalty.
• Cultivated strong customer relationships by providing tailored advice and services.
• Maintained in-depth product and service knowledge for well-informed customer advice.
• Analyzed customers' financial information to deliver personalized account guidance.

• Continually boosted branch production and revenue by consistently meeting and exceeding all monthly and quarterly sales goals

• Managed portfolio of over 650 private wealth clients domiciled in NY, NJ, CT, majority in Manhattan New York
• Analyzed customers' financial information to deliver personalized account guidance, opened all types of bank accounts ( Personal, Business, Estate, Trust, complex layered accounts )
• Complying with all policies and procedures and regulatory banking requirements
• Partnering with branch team and specialists to connect them to experts who can help with specialized financial needs.
• Bringing in clients' outside financial relationships from different firms to our firm and consolidating accounts.
• Adapting as needed to meet the ever-changing needs of our customers and communities
• Advised clients on investments, retirement and estate planning.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs. Helped clients make informed decisions about financial future.

• Boosted client satisfaction by identifying and addressing their specific needs through tailored business solutions.
• Expanded market share by conducting comprehensive market research and competitor analysis.
• Strengthened relationships with key clients by providing exceptional support and maintaining regular communication.
• Developed new sales strategies to target untapped markets, resulting in increased revenue generation.
• On the road B2B (business to business) sales bringing clients to the bank as it’s a small bank , expanding our clientele and increasing our deposits, relationships and balances.