Dan Mcneill Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

Developed, mentored, and managed 200+ bankers across 33 branches for the company's Bank at Work Program. Received top national honors as the #1 ranked Relationship Manager across 11 peers in 18 regions. Cultivated relationships with enrolled businesses and internal partners to provide full balance sheet solutions (including deposit accounts, lending, and financial education)Met and/or exceeded established goals consistently year over year. Aided in the success of other cross-functional teams through effective coaching, support and expertise.Trained and developed external employees at major organizations on financial functions including fraud, identity theft, and financial crimes management

San Francisco Bay Area

Acquired, retained and deepened relationships with consumer banking clients for this rapidly expanding national bank. Increased branch profitability by effectively matching clients to bank products and services. Served as a mentor and resource to newer bankers.Led the upgrade, implementation and troubleshooting process for the Open Solution CRM system. Installed the system in pilot locations and led the education and training of end users.Exceeded all revenue and service targets by 2X; delivered over 200 new households. Maintained one of the highest cross-selling ratios in the marketplace; consistently delivered revenue 50% benchmark rates. Worked closely with clients to determine their needs and effectively partner with business, mortgage and investment bankers in placing referrals to business. Referred over $3M in refinance customers alone.

San Francisco Bay Area

Managed team of technical specialists and bankers providing remote support to over 200 internal clients across 54 locations. Managed relationships with Fidelity, Harland Clark and the Federal Reserve Bank.Led large-scale system conversion and training efforts during the acquisition of the Bank of Walnut Creek. Coordinated system testing and upgrades to ensure efficiencyDelivered a 90% deposit base retention at the Bank of Walnut Creek as a direct result of effective transition and training of newly acquired employeesIntegrated internal systems, ATMs, proofing departments, teller systems, safe deposit protocols and cash handling policies for 7 Bank of Walnut Creek branches valued at approximately $1 billion in depositsReduced the number of employees per branch by ensuring consistency across the IT systems. Led the complex transition from payable on demand (POD) system to online real time (ORT) system Maintained extremely low rates of customer fraud (less than 50 basis points). Saved customers over $50K through fraud detection efforts, confronting issues ranging from elder abuse to outright robberies

San Francisco Bay Area

Led a top-tiered First Republic branch for goal attainment in Demand Deposit Accounts (DDA). Drove customer acquisitions through extensive networking and business-to-business presentations. Maintained the highest standards of customer service and efficiency in operations.

San Francisco Bay Area

Hired, trained and managed a staff of 20+ relationship managers, personal bankers, and banking cashiers. Committed 50% of personal management time to designing and implementing in-branch marketing efforts in support of customer-focused banking services.

Greater New York City Area

Created and delivered training programs for deposit services and enterprise operating systems (EOS) for 500+ employees across multiple locations. Directed efforts in loss prevention, risk management and fraud alerts that uncovered an average of $100K per week in potential lost revenue.Reduced employee turnover. Changed the office culture to encourage managers to roll up their sleeves and get involved in day-to-day operations.

Greater New York City Area

Directed large-scale retail banking operations in a branch that represented over $500 million in base deposits. Developed and implemented telecommuting training programs that minimized employee commute times and allowed them to remain laser-focused on training objectives.

Greater New York City Area

Assembled and managed an award winning team of 18 employees that supported a Tier III branch representing $229+ million in base deposits