Lowell Moritz

About Lowell Moritz

Originally trained as a Commercial Banker and as a Certified Treasury Management Professional. Proven executive management, sales, and account management experience focused on building and delivering diverse business solutions, IT solutions, and mission-critical solutions to financial institutions. Keen understanding of how banking strategy and key business objectives are translated into business processes, IT solutions, and success metrics. Deep BaaS, BPO, SaaS, and IaaS experience with mission-critical core, payments, channels, and ancillary banking applications and services. Passionate about developing long-term, trusted, and mutually beneficial business relationships and achieving a trusted partner status. AREAS OF EXPERTISE• Account Management - Complex Sales – Business Development• Developing C-level relationships with both business and IT leaders – building trust• Ability to transition client relationships from a technical orientation to a strategic and business value orientation• Strategic account planning and strategic go-to-market planning and executionKEY ACCOMPLISHMENTS• Founder of a payments / check processing BPO and grew it to the third largest in the US• Award winning sales execution and achievement of quota• Global banking strategist for IBM• Led complex banking services opportunities exceeding $100 million of total value• Founding member of IBM’s Institute For Business Value

Experience

1. Senior Sales Executive - Enterprise Financial Institutions

   FIS

   Sep 2023 — Present · Philadelphia, PA, US

   I help large banks increase automation, reduce cost and operational complexity, reduce check fraud, enhance the customer experience, and increase resiliency. Lead discussions with bank executives to create quantifiable success metrics across the following solutions- Item Processing and Lockbox (ASP and Full Outsourced)- Check Fraud Risk Reduction and Exception Management- Image Archive and Document Workflow Automation (for both FIS and non-FIS applications)

Education

• Boston University

  BA, Finance

• Drexel University - MBA

  Master of Business Administration (MBA), Finance

Skills

• Leadership
• Financial Institutions
• Bpo
• Contract Negotiation
• Selling
• Vendor Management
• Strategy
• Saas
• Financial Services
• Crm
• Relationship Management
• Outsourcing
• Process Improvement
• Product Management
• Business Development
• Account Management
• Banking
• Risk Management
• Executive Management
• Consultative Selling
• Business Strategy
• New Business Development
• Payments
• Management
• Strategic Planning