PETER A. DAHDOUH

• Provides exceptional daily operational service support to grow the banks market share and maximize profitability of client relationships. Ensure client problem resolution is prompt and effective, and enhancement opportunities are identified closed or referred to the relationship manager or other business partners. Meet client needs through a pooled call center environment or dedicated one-on-one relationship with sensitive and/or top tier clients.
• Capital Market Middle Office Associate II, Officer
• Perform a Capital Markets control function ensuring that all pre and post trade data and documentation requirements are completed and are complying to established policies and procedures. Communicate with 3rd party to file the swap. Ensure all documents have been properly signed by the client. Ensure credit approval and exposure align with bank policies and exposure prior to give traders a trade approval. Ensure monthly statement and notices are distributed to the client on a timely matter. Currently I have been appointed as National Communication Chair for eternal group RISE, also been representing my unit on the GPS committee.

Perform a Capital Markets control function ensuring that all pre and post trade data and documentation requirements are completed and are complying to established policies and procedures. Communicate with 3rd party to file the swap. Ensure all documents have been properly signed by the client. Ensure credit approval and exposure align with bank policies and exposure prior to give traders a trade approval. Ensure monthly statement and notices are distributed to the client on a timely matter. Currently I have been appointed as National Communication Chair for eternal group RISE.

• Investigates and resolves a variety of non-routine, sometimes complex, client inquires and operational problems. Serves as the escalation point of contact for 'Cash Management customers' needing trouble resolution to depository and other product / services. Provides technical support to Cash Management relationship unit when complexity of issues requires additional support. Acts as liaison to resolve complex service or operational issues with operations, product management and sales as required. Handles technical or service issues as appropriate to maintain service level agreements. Provides support with documentation, maintenance, ordering supplies, updates customer profile, completes various forms to link the accounts to existing products and services. Maintains current knowledge of products and systems related to deposit and cash management products and services. Assists the group in ensuring adherence to the Bank's security and audit procedures as well as industry rules and regulations. Assists new hires and others in the resolution of customer service inquiries and problems prior to escalating them.

• Identify senior decision makers and holding high-level conversations to identify opportunities. Understanding an organizational structure through research and profiling techniques. Gathering and reporting business and market intelligence and industry trends. Composing job description, manage and post in over 15 job sites. Gather resume, identify candidates, perform telephone, skype and or in-person interview. Write up the recommendation and submit to clients. Coordinate an in-person interview between client and candidate. Receive feedback from the hiring manager and or offer, present to the candidate. Perform reference checks, present offer, and coordinate starting date. Recruited Temp, Temp to Hire and Direct Hires for all legal position including Legal Assistants, Paralegal, Administrators, Filing Clerks, Attorneys, banking, finance industry, and Partners for multi client’s locations across the USA. Worked using many recruiting platforms and CRM software.

• Performs sales activities on major accounts and negotiates sales price and discounts in consultation with owners. Manages personnel and develops sales and sales support staff. Reviews progress of sales roles throughout the company. Accurately forecasts annual, quarterly and monthly revenue streams. Develops specific plans to ensure revenue growth in all company’s products. Provides quarterly results assessments of sales staff’s productivity. Coordinates proper company resources to ensure efficient and stable sales results. Formulates all sales policies, practices and procedures. Assists sales personnel in establishing personal contact and rapport with top echelon decision-makers. Collaborates with marketing to develop sales strategies to improve market share in all product lines. Interprets short- and long-term effects on sales strategies in operating profit. Educates sales team by establishing programs/seminars in the areas of new account sales and growth, sales of emerging products and multi-product sales, profitability, improved presentation strategies, competitive strategies, proper use and level of sales support, management of expenses and business/financial issues on contracts. Collaborates with owners to establish and control budgets for sales promotion and trade show expenses. Reviews expenses and recommends economies. Holds regular meetings with sales staff

• Manage the daily operations of an online finance company which specializes in all elective surgery financing. Responsible for P&L statements, sales and sales management, distribution of referrals, processing and operations staff. Oversaw marketing and promotions to increase brand awareness. Developed and implemented new pay, bonuses, and commission structure. Coached, and worked with team leaders to improve performance. Coordinated with business partners, including investors and banks, on streamlining processes to save finances. Managed staff of 35 associates 10 offsite location. Managed incoming and outgoing call center and internet traffic. Key Accomplishments: Increased sales and profit ratio by 26% in less than 60 days from taking assignment.

• Banking Center Manager. Aided with day-to-day operations, problem resolution, customer service and sales; leadership and training of banking center employees, focused on achieving sales goals, providing remarkable customer service and team building. Coordinated sales strategies, held sales meetings, and coached and modeled behaviors concerning sales and service. Sold loans and deposit products to consumer and small business customers and prospects, generating and maintaining relationships with customers to ensure satisfaction and repeat business. Develop, maintain and grow individual client base and portfolio.

• Supervised Electronic Banking/Cash Management staff of 45 associates at two locations covering all of California. Ensured all electronic products and service set-ups were implemented within SLA timeframe. Coordinated with business partners to implement new products and procedures. Assembled and maintained all client legal documentation in a secure location. Provided on-site, on-line and telephone training for all cash management services.

• Originated and managed a portfolio of over 300 small business clients, providing all types of personal and business products including new accounts, loans and lines of credit based on cash flow, and commercial loans up to several million dollars. Sold cash management products, merchant services, and referred business-to-business partners. Purchased, sold and refinanced commercial property, collecting all necessary documentation, analyzed customer financials, wrote recommendation prior to submitting to underwriting, and worked with underwriting to satisfy investors requirements, and all environment, county and state regulations. Formal Tax and financial analysis training. VP/Mortgage Post Closing Operations Manager (Bank of America), promoted Private Banking Call Service Center Manager (Bank of America), promoted Branch Manager