Paul E. McFarland
Magnolia,TX
Summary
Dynamic and results-oriented Relationship Management professional with over 15 years of experience driving client engagement, strategic advisory, and operational excellence across financial services, SaaS, and business service environments. Proven ability to manage large client portfolios, optimize performance, and build long-term partnerships that fuel growth and retention. Adept at collaborating with executive teams to implement revenue strategies, streamline operations, and enhance client satisfaction.
Overview
20
20
years of professional experience
Work History
Senior Relationship Manager
ADVANTAGE (JMFA)
01.2015 - 01.2025
- Build and maintain strong relationships with clients, analyzing financial needs and delivering tailored solutions to drive growth and profitability.
- Partner with senior leadership to develop revenue strategies, monitor KPIs, and deliver insights that support business objectives using SaaS-based solutions.
- Provide exceptional client service throughout the engagement lifecycle, ensuring satisfaction, retention, and growth.
- Collaborate with executives of financial institutions to refine and implement revenue improvement strategies.
- Develop and analyze financial models and performance reports to support executive decision-making.
- Manage a diverse portfolio of client accounts from contract negotiation and implementation through renewal and extension.
General Manager
SOAP Hand Car Wash and Detail
01.2014 - 01.2015
- Directed all operations across multiple locations, implementing strategic initiatives to increase growth and efficiency.
- Collaborated with ownership to align business goals, enhance profitability, and foster a high-performing culture.
- Supervised over 30 employees, leading recruitment, training, and performance management to ensure excellence in service delivery.
Senior Branch Manager
Members Choice Credit Union
01.2012 - 01.2014
- Oversaw sales and operations for multiple branches, driving a transformation toward a full-service, relationship-focused model.
- Developed and led teams to exceed sales and service goals while maintaining high operational standards.
- Executed strategic initiatives from senior management, improving productivity and branch performance.
Vice President / Branch Manager
First Community Credit Union
01.2008 - 01.2012
- Managed branch operations, sales, and personnel, leading promotional initiatives to increase membership and deposits.
- Trained and supervised staff to deliver superior service and achieve key business goals.
- Built strong community relationships through active participation in chamber events and local outreach.
Assistant Branch Manager
First Service Credit Union
01.2007 - 01.2008
- Oversaw daily branch operations, loan processing, and member services to ensure compliance and customer satisfaction.
- Engaged clients to identify financial needs and present value-driven product solutions.
- Consistently achieved high satisfaction ratings through proactive relationship management.
Senior Personal Banker II
Comerica Bank
01.2005 - 01.2007
- Managed branch operations, audits, and compliance processes to meet performance standards.
- Drove sales initiatives and cross-sold products to expand client relationships.
- Supported branch strategy and staff development through coaching and training programs.
Education
High School Diploma -
Cypress Creek High School
Houston, TXSkills
- CRM Systems
- Microsoft Office Suite
- SaaS Platforms
- Data Analysis & Reporting
- Financial Modeling
- Performance Dashboards
Timeline
Senior Relationship Manager
ADVANTAGE (JMFA)
01.2015 - 01.2025
General Manager
SOAP Hand Car Wash and Detail
01.2014 - 01.2015
Senior Branch Manager
Members Choice Credit Union
01.2012 - 01.2014
Vice President / Branch Manager
First Community Credit Union
01.2008 - 01.2012
Assistant Branch Manager
First Service Credit Union
01.2007 - 01.2008
Senior Personal Banker II
Comerica Bank
01.2005 - 01.2007
High School Diploma -
Cypress Creek High School