Francisco Samuel Email & Phone Number

Clifton, NJ, US

New Jersey, United States

Empowering Business and Personal clients with Products and services.

• Accountable for the operational soundness of the branch and team, specifically the maintenance of security procedures, ensuring audit controls are followed and the support and adherence to compliance and regulatory.
• Fosters a positive working environment that facilitates exceptional service and expanding profitable customer relationships. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business.
• Drives the employee engagement experience. Responsible for acquiring and retaining talent through the training, coaching and development of employees with a focus on bank protocol, operational processes, policies and.
• Responsible for the Branch & Business Center risk process through proper oversight and adherence to regulatory, security and audit requirements. Trains and coaches team members with operational/risk activities and.

• Responsible for all aspects of branch, including individual and team, performance. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members. Leads through.
• Leads branded sales process to proactively achieve sales targets and customer loyalty. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households.
• Drives the employee experience. Responsible for acquiring and retaining talent through the coaching and development of employees. Ensures employees achieve the performance and activity expectations. Leads the.
• Manages operational, human capital, reputational and business risk through adherence to established policies and procedures. Exercises sound decision making to identify and mitigate potential risk.

• Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby.
• Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
• Creates customer loyalty and grows customer share of wallet through a differentiated customer experience.
• Executes customer transactions, including deposits, withdrawals, money orders and checks.

Teaneck New Jersey

• Assistant Project Manager/Sales, for a technical and software development company providing services to over 50 clients including fortune 500 companies
• Working with key stakeholders, defining the product roadmap
• Capturing and providing requirements for developing new services for the site
• Job allocation among team members and team supervision, test management, version control and authorization of new releases in collaboration with remote localization team
• Sales and service calls to new and existing prospects

Poughkeepsie New York

• Financial service manager for this leading, largest regional bank Headquartered in New England providing services for personal, commercial and small business financial needs.
• Provide day to day leadership to sales team to achieve sales objectives with overall responsibility for achieving Branch goals and profitability while ensuring compliance with bank policies and procedures.
• Models, motivates, sets goals and expectations for sales team, aligns performance and rewards, addresses performance issues and holds staff accountable for successful results.
• Work with business partners to retain and enhance existing small business customers and proactively seek new small business relationships.
• Use available tools to identify customer needs, isolate areas of concern and apply appropriate solutions. Anticipate demand opportunity to strategize yield and revenue management, 3rd Party e-commerce marketing efforts.

New Paltz New York

• Branch manager for the thirteenth largest retail bank holding company in the United States according to SNL Financial with $122.2 billion of total assets.
• Accountable for maximizing branch revenues, sales, customer satisfaction, branch staffing, and minimizing operating losses.
• Deployed resources to optimize individual and team performance. Responsible for branch compliance with bank policies, procedures, and operational integrity.
• Prioritized, managed, and communicated promotional campaigns and product initiatives. Conducted cold calls on prospective small business.

Poughkeepsie New York

• Branch supervisor, Training Specialist, and Financial Service Representative for the leading, not-for-profit financial cooperative, extending membership to customers in Dutchess, Orange, Ulster, and Putnam.
• Ensured the consistent usage of the HVFCU Sales and Service Success Model amongst branch platform staff.
• Monitored and communicated team sales goals, by measuring the branch's success, and holding branch platform staff accountable for meeting established sales goals using weekly meetings, and morning huddle.
• Create and explain monthly financial sales reports comparing current production to prior year and budgeted figures.
• Effectively work towards building awareness of the facility and its services in the community
• Conducted prospect member business calls to increase loan and deposit growth within the organization.Training Specialist