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.