PAUL D. WILLIAMS
South Jordan,UT
Summary
Twenty plus years as a relationship manager and strategist working with bank c-suite level and senior management teams. Expertise and proven success in developing and managing complex projects and initiatives, client experiences, and cultural change management. Success in achieving revenue and operational goals. Strong communication experience includes extensive writing (magazine, book, and technical), presentations, training, and facilitation.
Overview
29
29
years of professional experience
Work History
Relationship Manager
Fiserv Corporation
04.2017 - Current
- Manage the overall relationship with fourteen United States banks
- Work closely with senior management of each institution by engaging in their strategic planning process and partnering in their growth strategies
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- I work to ensure efficient use of our technology solutions, advisory services, and emerging technologies.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Senior Strategist
Fiserv Bank Intelligence Solutions
01.2013 - 04.2017
- Worked with senior executive teams of thirty-five financial institutions and delivered advisory services in the areas of market growth, product development, profitability, operational efficiencies, and risk management
- Utilized data and industry expertise to assist them in strategic planning.
Vice President and Director of Specialty Banking | Vice-President
Zions Insurance Agency
06.2010 - 01.2013
- Responsible for the management of Specialty Banking Group which delivered insurance, 401k, and business transition planning solutions to commercial customers
- Managed the delivery of insurance to the bank’s commercial customers and managed the various partnerships with third party vendors.
Vice President & Relationship Manager
PACIFIC COAST BANKERS’ BANK
06.2007 - 08.2009
- Developed and managed community bank relationships in four state area
- Worked with C-level executives on solutions and strategies for advisory opportunities and consulting.
Director of Marketing and Sales
BMA MANAGEMENT SUPPORT CORPORATION
04.2006 - 07.2007
- Created, implemented, and managed strategic initiatives and projects focused on building client loyalty, expanding the market, and enhancing product and services for this technology company
- Worked closely with client management teams and assisted in the enhancement of digital offerings.
President and Chief Executive Officer
THIS IS THE PLACE FOUNDATION
08.2001 - 04.2006
- Created and implemented a long-term strategy to grow revenue, expand target markets and build a customer/market driven culture as well as continue the transition of this living history and entertainment destination from public to private.
Vice President
FIRST SECURITY BANK/WELLS FARGO
05.1994 - 08.2001
- Managed strategic initiatives and the development of a sales culture within the Wholesale Banking Group.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Developed and led marketing strategies.
Education
Bachelor’s of Arts - Communications
BRIGHAM YOUNG UNIVERSITY
Provo, UT1988
Skills
- Relationship Management
- Strategic Planning
- Operations
- Project Management
- Oral and Written Communication
- Public Speaking/Presentation
- Reporting
- Organizational Development
- Excel/PowerPoint
- Collaboration Contracts
Additional Information
- Published “Strategic Leadership for Long-term Change” and “Real-time Recovery Through High Availability” in Western Banking Magazine Served on various boards and commissions. List can be provided upon request.
Timeline
Relationship Manager
Fiserv Corporation
04.2017 - Current
Senior Strategist
Fiserv Bank Intelligence Solutions
01.2013 - 04.2017
Vice President and Director of Specialty Banking | Vice-President
Zions Insurance Agency
06.2010 - 01.2013
Vice President & Relationship Manager
PACIFIC COAST BANKERS’ BANK
06.2007 - 08.2009
Director of Marketing and Sales
BMA MANAGEMENT SUPPORT CORPORATION
04.2006 - 07.2007
President and Chief Executive Officer
THIS IS THE PLACE FOUNDATION
08.2001 - 04.2006
Vice President
FIRST SECURITY BANK/WELLS FARGO
05.1994 - 08.2001
Bachelor’s of Arts - Communications
BRIGHAM YOUNG UNIVERSITY
Similar Profiles
Dave KhanDave Khan
Systems Application Support Analyst at Fiserv CorporationSystems Application Support Analyst at Fiserv Corporation
Shamekia MartinShamekia Martin
Director, Account Manager at Fiserv CorporationDirector, Account Manager at Fiserv Corporation
Della BleauDella Bleau
Account Manager at Fiserv CorporationAccount Manager at Fiserv Corporation