UNCLE Credit Union Announces New Executive Roles Within the Organization
Managerial Restructuring to Streamline Decision-Making and Help Solidify the Strategic Direction of the Credit Union
(firmenpresse) - LIVERMORE, CA -- (Marketwired) -- 05/13/15 -- , serving the communities of Livermore, Pleasanton, and Tracy, today announced the creation of two new executive roles in a move that will strengthen corporate performance and streamline decision-making in response to the changing needs of the market it serves. Dree Johnson has been promoted to Vice President, Member Services, and Sarah Samuel has been named Vice President, Sales and Marketing. With more than 35 years of combined experience in financial services, both have been instrumental in the achievement of key goals at UNCLE Credit Union.
"These changes in our corporate structure will empower our leadership to act faster and more effectively to realize opportunities that will help the Credit Union prosper -- while staying closely engaged with the needs of our members," states Harold Roundtree, president and CEO. "Both Dree and Sarah have a wealth of expertise in financial services, and their talent for strategic planning and relationship building, along with their strong vision for building long-term organizational value, make them the ideal fit for these principal roles."
As Vice President, Member Services, Dree Johnson will continue to head the Credit Union's Retail Financial Centers as well as the Contact Center, driving new revenue streams through successful sales initiatives and ongoing team building and mentoring. In her new role, Johnson will also oversee UNCLE's Investment Services program in partnership with CUSO Financial Services, L.P. (CFS) and will join UNCLE's Managing and Asset-Liability Committees.
Johnson has been UNCLE's Director of Retail Banking for 4 1/2 years. Prior to that, she held various managerial roles at UNCLE. Johnson plays a pivotal role in leading organizational change within the Credit Union, and she has been an active contributor to the financial services industry, having served as President/Board Chairman of California Credit Union League, East Bay Chapter from 2012-2013.
In her new position, Sarah Samuel will continue to lead Business Development and Mortgage Origination Sales -- adding UNCLE's Marketing Division to the areas reporting to her. Since she joined UNCLE as Vice President, Sales and Services in 2013, Samuel has been a critical part of the leadership team that has enabled the organization to surpass fundamental objectives pertaining to the Credit Union's growth. She has also been influential in implementing important initiatives to provide added value for UNCLE's membership.
Before joining UNCLE, Samuel was Vice President, Senior Relationship Management, for Technology Credit Union from 2011 to 2013, and prior to this she served as their Vice President, Business Banking. As UNCLE Credit Union's Vice President, Sales and Marketing, Samuel will remain a member of the Credit Union's Managing and Asset-Liability Committees.
Established in 1957, UNCLE Credit Union is a $300 million, full-service financial institution that proudly serves nearly 22,000 members. With financial centers in Pleasanton, Tracy, and two locations in Livermore, the organization offers the benefits of credit union membership and a full array of financial services to anyone who lives, works, worships, or attends school in Alameda, Contra Costa, San Joaquin, and Stanislaus counties. UNCLE Credit Union is renowned for its community involvement, professional and personalized service, and unwavering commitment to helping members achieve their financial goals. To learn more, visit .
Jennifer Hall
408.406.6251
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Datum: 13.05.2015 - 18:15 Uhr
Sprache: Deutsch
News-ID 393120
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LIVERMORE, CA
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Commercial & Investment Banking
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