Paul Long Visual Resume

• 1. Paul T. Long 206.697.2951 [email protected] Banking | Finance | Managerial Leadership | Project Management | Business Development

2. Personal Profile Expert at finding solutions for small business owners and look for opportunities to nurture long term relationships; continuously working to meet the needs of customers and providing exceptional service to clients and the community. Comprehensive business acumen including; sales leadership, new business acquisition, market share, product leadership, regulatory audit and compliance. Effective negotiation skills, proposal development, business operations, cost management including developing complex business proposals. Skilled in building excellent rapport with clients and team members. Able to see the big picture and delegate effectively. Personally thrives on challenges and personal responsibility. Analytical problem-solver, able to anticipate issues and create new systems that streamline operations, resolves concerns and improves efficiency. 3. What I am looking for What I enjoy doing is Business Development Managing a sales team But what I LOVE doing is Project Management Product Development Training Sales Development- showing people how to get better at sales Showing people how to use technology to make life easier Marketing- Making pieces that get read and used Mergers and Acquisitions (within the finance/banking industry) 4. Professional Experience 5. Director, Small Business Banking Washington & Oregon 2013- Present This position is responsible for the development of new Small Business Clients by working with Branch Managers to establish those new business relationship. Small Business is focusing on businesses with sales of $350,000 to $5 Million, with lending needs from $50,000 to $500,000. Accountable for the sales leadership of the respected area as well as assist with new product development. Key Accomplishments: Was the first employee hired to assist In the creation of the banks Small Business Banking Division (Lending and Depository) Developed curriculum and teaching of all aspects of Small Business Banking rollout to 60 branch offices in 4 states Assisted in the Development of Desktop Procedures, Products, Underwriting, and operations for the division Work with a group of 28 Branch Managers to coach, motivate, and develop their Small Business Banking skills 6. Vice President & Community Branch Manager Tacoma, WA 2011-2013 Manages operations and maximizes profitability of a full service branch with under $50 million in core deposits; positively influences branch profitability by expanding and developing new consumer and small business banking relationships. Develops and manages consumer loans and small business accounts and works directly with an assigned commercial loan officer to refer and originate commercial accounts. Oversees delivery of consistent high quality customer service, develops customer base, and grows branch portfolio, in a cost effective manner. Responsible for the administration and efficient daily operation of a branch including operations, sales, and security in accordance with bank objectives, policies, procedures and federal and state regulations. Key Accomplishments: Managed a commercial loan/deposit portfolio of loans under $750,000 Received a low performing branch and significantly increased its deposits (75%) and consumer/commercial loan production (275%) through proper behaviors and sales activities created for my team within 6 months. Assisted with the design and implementation of the company relationship banking culture as well as the Customer Relationship Management tools. These tools increase company sales results by 80%. Led a branch at the midst of a conversion and was successful at promoting the branch to the Tacoma community by getting involved in organizations such as the Tacoma Chamber, nonprofit groups as well as creating a very successful Leads networking group. 7. Assistant Vice President & Branch Manager Financial Specialist- US Bancorp Investment Renton, WA 2003-2011 Responsible for management of a Retail Branch and as an on-site leader for sales, customer service, performance management, and policy/compliance. Other responsibilities include collecting, organizing analytical data including trends. Also working with loan pricing and spread revenue. As a Asst. Vice President and Senior Branch Manager customer relationships with business and consumer customers were paramount, including creating deep relationships with high revenue business customers Financial Specialist: Series 6 & 63 Investment License and Washington State life and Health. Top Performer 8 years in a row. Key Accomplishments: Annual Pinnacle Manager (Top 10% of revenue generating managers in the company) 2005, 2006, 2007, 2010 Developed two #1 Personal Bankers in the company (2006, 2009) and promoted over 10 people to higher positions Managed a key driver branch of 10.4 FTE, 52 Million in Deposits and 21 Million in Consumer Loans Assisted with 3 FDIC bank mergers as an ambassador. In charge of all aspects including systems & training Top Investment & Insurance producer 2005, 2006, 2007, 2008, 2009, 2010 Started a DeNovo branch with great sales and operational success Served 4 years on Senior Management Leadership Council. In charge of creating and rolling out new company initiatives Exceptional business development performance including, #1 in business prospect calling, conversions, and net checking Led a team of 6 In-Store branches and 24 employees (including 6 managers) to sales and operation success Strong operational controls--under loss budget for 8 years in a row with 8 perfect A audits 8. Assistant Manager Spokane, WA 2001-2003 Provide outstanding customer service to credit union members and provide support to bankers and store management. Perform a wide range of services including account servicing/maintenance, loan processing and problem resolution. Solicit new accounts and cross sell products and services. Key Accomplishments: Top seller across the company IRA specialist Assistant in the start-up for a new branch 9. Assistant Branch Manager Selah & Spokane, WA 1998- 2001 Processed customer transactions within established guidelines, identified and made sales referrals, cross-sold bank services and products for Wells Fargo partners and provided excellent customer service. Key Accomplishments: Employee of the Month award New Accounts certified Top Referring teller within the market 10. Education Education is not preparation for life; education is life itself. --John Dewey 11. Bachelor of Arts in Business Administration in Finance and Minor in Economics Worked full time job while getting education Graduated with 3.4 GPA Eastern Washington University BA in Finance and Economics Spokane, WA Graduated 12. Software Expertise Fiserv Microsoft Office Microsoft SharePoint Microsoft Visio Microsoft Project Salesforce.com Equifax QTC 360 View 13. PEOPLE DEVELOPMENT Don't tell people how to do things, tell them what to do and let them surprise you with their results. --George S. Patton 14. Branch Promotions I have promoted many people within my career 2 Branch Manager 3 Co-Managers/CSMs 2 Assistant Managers/Teller Coordinators 3 Bankers I did this by coaching them weekly and giving them goals that are based on there strengths. 15. COMMUNITY DEVELOPMENT The highest of distinctions is service to others --King George IV 16. Washington DECA A Step Ahead Pierce County * Tacoma-Pierce County Chamber of Commerce * Emergency Food Network * Lions Club of Renton * LEADS of Tacoma * Transportation Club of Tacoma * Salvation Army *=Served on the board 17. LEADERSHIP Management is doing things right; leadership is doing the right things. --Peter F. Drucker 18. Assisted in creating Small Business Banking Division Skills include: Product Development Hiring Staff Marketing Operations Education and Training Project Management 19. Opening New Branches In my banking career I have opened one Credit Union branch and one Bank branch. I was in charge of all aspects of opening a branch including staffing, set up, marketing and market placement. 20. Ambassador for 3 FDIC mergers I was selected to be an ambassador for several FDIC mergers. I was sent to be the liaison to employees and customers and to make sure a smooth transition took place. 21. VISION Leaders need to be optimists. Their vision is beyond the present. --Rudy Giuliani 22. Washington Desktop When I joined the Washington In-Store team (US Bank), I saw that our 19 branches had no plan or vision week over week. I brought to my managers a way of measuring commitment and knowing what the district will produce in the following week. Washington Desktop is a comprehensive program that every Monday all managers will report to me what they are committing to do for that week. I am responsible to coaching, motivating and critiquing those numbers so that they become a reality. This project has been duplicated all across the company in 5 districts since I released this. I am very proud of this project. 23. Strength Finder Traits Achiever Significance Competition Focus Relator 24. References 25. References 26. References 27. Interested? Lets talk! 206.697.2951 [email protected]