Sam Mclean Email & Phone Number

Chicago, Illinois, United States

• Directed community outreach and involvement per CRA branch guidelines.
• Conduct and educate public on Money Smart financial literacy through community service.
• Develop initiatives to reach small business and low-moderate income clients for banking solutions.
• Record and track monthly community volunteerism and engagement.
• Managed all day-to-day branch operations, revenue, attrition and business partner referrals.

• Tracked and managed branch revenue, client experience and convenient banking adoption goals.
• Controlled operations and risk management per corporate and federal regulations.
• Retain and develope customer relationships to their maximum revenue potential.
• Managed Merrill Edge, Small Business, Merchant Services and Home Loan referrals.
• Developed employees through talent acquisition and subsequent career development.

• Managed profit, sales, attrition and customer service goals for quality control.
• Controlled banking operations including cash averages, waivers, cash variances and audit.
• Developed successful sales team with coaching, mentoring and positive work environment.
• Created sales plans to ensure team building and competitive atmosphere for sales maximization.
• Tracked and modified sales plans to accomplish monthly sales objectives and goals.

• Cultivated customer base from business offsites and retail partner aisle prospecting.
• Managed the sales of all bank products and services for increased quality production and profit.
• Recruited, interviewed, trained and developed staff for career development.
• Initiated highly successful district and region wide promotions for production and sales.
• Tracked branch compliance of OFAC, SAR, MITF, BSA, CTR and Notary Public.