Sam Poole Email & Phone Number

Richmond, Va, Us

Williamsburg, Va

Williamsburg, Va

Direct and oversee the activities of the branch and staff providing administrative and operational support as needed and required. Provide quality customer service to develop new business and maintain existing relationships. Accept, process and approve consumer and small business loans. Project and monitor department budget to ensure profitability. Actively represent Chesapeake Bank at community/civic functions and events. Exercise the usual authority of a manager concerning staffing, training, performance appraisals, promotions, salary recommendations and terminations.

Richmond And Williamsburg, Virginia

Williamsburg, Va

Direct and oversee the activities of the branch and staff providing administrative and operational support as needed and required. Provide quality customer service to develop new business and maintain existing relationships. Accept, process and approve consumer and small business loans. Project and monitor department budget to ensure profitability. Actively represent OPNB at designated community/civic functions and events. Uses opportunities wisely to promote the bank and to develop new business. Manage branch deposits of $20 million+, and a loan portfolio of $3 million+. Exercise the usual authority of a manager concerning staffing, training, performance appraisals, promotions, salary recommendations and terminations. Perform all work in compliance with applicable regulations/policy and procedures.

Coach team members to achieve branch sales, referral and service objectives for a $32MM Bank Branch along with management of $13MM loan portfolio.Constantly analyze team activities to ensure income stability and sales growth while managing expenses to ensure profitability.Responsible for hiring, retention and career planning for employees by creating a clear growth and training path to create the next generation of leaders within the bank.Make proactive calls to bring in new small business clients while strengthening, expanding and servicing existing relationships.Acquire deposits, identify retail non-interest income opportunities, and serve as the primary retail and small business lender in the branch.Assure that all transactions and practices comply with Federal Regulations.

Acquired new and deepened existing customer relationships for the branch by modeling professionalism, promoting excellent service and contacting prospects and customers daily.Advised and recommended solutions based on customer needs.Worked with Branch Manager to ensure sales goals were met for a $40MM bank branch.

Origination of residential mortgage loans and commercially brokered loans.Responsible for production of $1MM in monthly loan volume.Negotiated relationship as sole in house lender for Coldwell Banker Traditions Realtors with offices in Williamsburg and New Kent. Additional responsibilities include lender for new home developments for Patriot Builders in Gloucester and West Point.

Managerial and operational oversight of a residential and commercially based mortgage brokerage with $32MM in annual loan originations.Personally origination of $9MM in residential and commercial sales annually. Recruit, Hire & Train team of 15 loan originators.Implemented contact management system for all of Breakwater's past clients to update financial information and generate sales from refinance transactions and referrals.

Management and Operational oversight for a $2.5 million dollar cancer based non-profit agency covering the entire state of Virginia.Remotely managed a team of 20 employees across the state.Responsible for recruitment, hiring, termination, scheduling, career development, performance management and compensation management of staff.Worked directly with national office to coordinate fund raising strategies & employee retention programs.

Developed a new portfolio of Professional & Executive clients; Account managed high net-worth Individuals, with a focus on Doctors, Attorneys, CPA's and Executive Level Management of corporations.Performed sales presentations to groups via power point (audiences ranging from10 to 75 + people.)Leveraged existing clients, business partners and referral sources to garner additional sales opportunities.Averaged $2.1MM in production on a monthly basis vs. goal of $1.3MM.Partnered with other lines of business in the bank to ensure complete banking relationship management.Managed complete banking relationship including commercial lending, deposits and retail banking.

Sales and operational management in all facets of $25MM bank branch.Annually created and maintained sales plan and operational budget for the Williamsburg market.Responsible for recruitment, hiring, termination, scheduling, career development, performance management and compensation management of staff.Managed a remote banking center.Managed a team of 6 to 12 bankers.Increased small business and personal loan volume by 35% vs. goal during tenure. Expanded sales to include lot lending in nearby high dollar communities.2002 Manager of the Year (Virginia Region)

Expanded client relationships with the bank.Increased new households through various marketing methods.Sold wide array of banking products and services.

Education record

Education record

Advanced Degree, Bank Management

Associates In Science, Education

Activities and Societies: Varsity Soccer, Varsity Tennis, NJCAA All New England Tennis Recognition 1992 & 1993, NJCAA National Tennis.

Education record

Education record

Education record