Jeremy Cowan
Tigard,OR
Summary
Versatile Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
11
11
years of professional experience
Work History
SVP Retail Banking Market Manager PNW & Central CA
Pacific Premier Bank (Formerly Opus Bank)
Portland, OR
03.2015 - Current
- Lead team of 150+ bankers within 21 offices across multi state geographic area
- Created plans to improve customer service standards throughout the organization.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Revitalized business plans and realigned company objectives to increase overall deposit growth
- Provided personnel with training to accomplish short- and long-term goals for growth, market expansion and product development.
- Maintained collaborative relationships across multiple business lines to ensure tactical execution of corporate strategy
- Developed formalized outbound sales protocols for job families within retail bank
- Collaboratively worked to improve branch efficiency including advanced FTE Model, branch consolidations, and utilization of industry leading technology
- Oversaw corrective action plans to remedy structural, organizational and departmental issues.
- Led cross-functional teams in the implementation of innovative projects across multiple divisions.
- Controlled business direction changes and provided support during restructurings.
- Facilitated communication between internal teams by organizing monthly meetings and seminars.
- Provided strategic guidance to executive team on operational decisions and initiatives.
- Conducted regular reviews of business operations, identified areas for improvement, and proposed solutions.
Head of Wealth and Insurance Services Banking
Pacific Premier Bank (Formerly Opus Bank)
Portland, OR
08.2016 - 02.2018
- Launched division that self-sourced business and leveraged the branch network to onboard wealth advisors, independent insurance agents and fiduciaries; this group generated $25MM+ of low-cost core deposits.
- Collaborated with cross-functional team to define features and build powerful and easy-to-use products.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.
- Attended industry meetings and seminars to enhance knowledge and brand recognition within the wealth services banking sector
- Leveraged knowledge of industry trends to develop products and strategies to solve problems facing the wealth services industry.
Branch Manager
Banner Bank
Portland, OR
10.2012 - 03.2015
- 2013 Banners Best Award Winner as top branch manager
- Developed and implemented HELOC Purchase Money 2nd program, resulting in $31mm of new outstanding loans 2013-2015
- Led all banking offices in Loan Production both consumer and small business 2013 & 2014
- Chosen by Executive Manager to attend Oregon Banker Associations Executive Development Program.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Monitored financial performance of the branch on a monthly basis.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Established and built customer relationships through targeted outreach and initiatives.
- Designed sales and service strategies to improve revenue and retention.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Participated in community events to promote brand awareness.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Education
Skills
- Partnership Development
- Policies and Procedures
- Revenue Generation
- Financial Reporting
- Product Management
- Financial Management
- Program Management
- Project Management
- Expense Reporting
- Strategic Goals
- Operations Management
- Public Speaking
- Process Improvements
- Staff Development
- Business Development
- Human Resources
- Recruiting and Hiring
- Performance Improvement
- Procedure Implementation
- Operations Oversight
- Growth Planning
- Business Planning
- Operational Leadership
- Policy Development
- Strategic Planning
- Operational Management
- Report Preparation
- Staff Management
Non Profit Leadership Experience
Board of Directors Family Promise Homeless Shelter | Murrayhill Little League Board of Directors | Financial Beginnings Instructor | Westside Church Deacon of Youth and Family
Thought Leadership
PCBS Management Paper “Creating and Implementing an Effective Small Business Strategy”
References
- Mark Gouvion, Former Sr. EVP, Head of Retail Banking, Pacific Premier Bank, 323-377-3330
- Rosslyn K. Duncan, President, Valley Bank of Helena, 406-495-2421
- Balaji Krishna, Former EVP Chief Banking Officer, Opus Bank, 949-436-0121
Accomplishments
- Developed retail branch strategy to facilitate deposit and loan growth as well as ancillary fee income; core deposits grew by $510MM in two years and total retail banking revenue grew by 23%
- Responsible for growth of Washington Municipal Deposit Portfolio from $325mm in 2015 to approximately $575mm as of November 2023
- Launched division that self-sourced business and leveraged the branch network to onboard wealth advisors, independent insurance agents and fiduciaries; this group generated $25MM+ of low-cost core deposits.
Timeline
Head of Wealth and Insurance Services Banking
Pacific Premier Bank (Formerly Opus Bank)
08.2016 - 02.2018
SVP Retail Banking Market Manager PNW & Central CA
Pacific Premier Bank (Formerly Opus Bank)
03.2015 - Current
Branch Manager
Banner Bank
10.2012 - 03.2015
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