Greg Herrmann

Treasury Management Payment Solutions Coordinator @Meridian Bank

Treasury Support & Sales - Accompany bank lending teams on customer visits to complement sales presentation - Facilitate the onboarding process of cash management services for new and existing customers - Prepare detailed account proposals showcasing proposed and recommended treasury services based on analyzed bank activity - Determine cross selling opportunities by being attentive to customers’ needs or previous banking criticisms - Promote services that will aid with the efficiency of a business\'s day to day operations through acquired industry knowledge and experience - Provide training and educational sessions of Meridian’s Cash Management services to new or existing customers as well as internally Payment Solutions Management - Create and maintain all Cash Management reports including customer onboarding, treasury services enablement, analysis fee income, and sales meeting reporting - Manage the bank’s merchant processing portfolio for fee income, merchant onboarding, and customer satisfaction for processing with Meridian and our merchant provider - Oversee and build the bank’s new business credit card project by maintaining vendor relationships, leveraging all products and benefits available, and marketing to potentially new and existing customers Project Development & Implementation - Instrumental in departmental planning, research, development, and implementation of new or upcoming products & services - Developed custom analysis spreadsheets and proposal templates for departmental use - Established internal procedural documents and checklists for auditing and tracking purposes - Generated customer facing demo guides and related product handouts to assist with customer training and education of Treasury Services - Helped organize and facilitate the successful launch and implementation of a new business online banking platform - Designed custom real-time reporting databases by utilizing the Tableau Production environment