Sam Tate Email & Phone Number

Los Angeles, Ca, Us

Altadena, California, Us

Manhattan Beach, Ca, Us

Manhattan Beach, Ca, Us

• Driving force behind strategic and daily operational responsibility for LA County Region branches • Directly oversee and lead a team of 80 member services team members.• Responsible for planning, tactics, coaching and execution of organizational sales and service model (TKX)• Lead North Region branches to exceed in exchanges, needs and fulfillment• Delivered $23 MM in auto loans exceeding goal at 120% for 2015• Delivered $26 MM in auto loans exceeding goal at 118% for 2016• Delivered $34 MM in auto loans exceeding goal at 120% for 2017• Coach and developed entire team to a 100% audit pass rating• Coach team to understand the vision and Mission of company thus by decreasing turnover rate • Responsibility for planning and execution of DE Novo branches• Creating new ideas to ensure exceptional business standards such as Floaters and End of the year interviews• One of six candidates selected in to the first Kinecta Leadership Academy- designed to raise CEO/COO

Manhattan Beach, Ca, Us

• Selected by VP of retail services to manage branches with low results, high turnover, low employee morale, high member complaints. • Multi-Unit oversight • Hired, trained and directed, coached team members to top sales teams in the organization resulting in increased member service and performance levels• Aggressively promoted built and expanded high net worth clientele base through target relationship buildings• Increased net promoter scores with impeccable service standards• Surpassed audit and compliance expectations through persistent and intensive operational integrity• Increased profitability through development of market share and ensuring optimal operations• Coached and developed employees to LOVE what they do• Networked through community and SEG channels to maximize opportunities for accelerated growth• Accomplished outstanding audit results through vigorous operational development of the sales and service team• Ensured consistent performance in Sales and Audit

Manhattan Beach, Ca, Us

• Selected by Senior VP of operations to be a part of a team that lead infrastructure and solution delivery capabilities for a new enterprise Project Management Office (PMO) function • Part of this successful group that lead projects of varying size and complexity, which resulted in $5 million revenue generation, cost avoidance and/or process improvements for the credit union • Lead Project Manager for ImageIN, resulting in a savings of $300,000• Fostered working relationships with business units in both Kinect and Nix to collaborate on successful project implementations and issue

Manhattan Beach, Ca, Us

• Aggressively promoted, built and expanded SEG partnerships. This resulted branch to exceed in lending and new membership growth for the first time in 5 years• Moved branch from lowest performing in the organization to #1 within 6 months of my leadership• Exceeded sales goals, exceeded in profit, lending, new membership, cross-sell and was selected for presidents Sales and Service club of 2007• Surpassed audit and compliance expectations through persistent and intensive operational integrityBranch received 100% audit passing from Price Water House Cooper for the first time in 5 years• Networked through community to maximize opportunities for accelerated growth• Increased branch morale through hands on leadership and decreased staff turnover• Coached, trained and developed team Goleta to ensure a win for our members• Coached, developed and mentored new branch managers in the region• Developed relationships with professionals in the community (CPA’s, Real estate Brokers/agents)• Increased deposit growth

San Francisco, California, Us

Branch Manager 2005 - 2007Assistant Branch Manager 2004 - 2005Personal Banker 2003 - 2004 Teller/Lead Teller 1997 - 2003• Managed and held several positions in LA • Consistent top performer - selected to Go for Gold every year • Successfully opened De Novo branch in Topanga, CA• Started as a teller and with motivation and passion developed into a Branch Manager• Managed high-performing retail sales and service functions to drive profitability• Ensured branch compliance training with audit and security standards, policies and procedures monthly and quarterly• Coached staff to create a vital sales and service organization, promoting teamwork with partners and other corporate departments• Responsible for ensuring compliance with operational regulations• Ensured that service quality objectives were obtained by genuinely addressing member issues with thoroughness and tact, performing any and all platform and teller functions when necessary

Executive Mba

Ba, Psychology

Advance Management Program

Leadership Development Program