Megan Coffman

SVP, Treasury Management Officer at PNC, CTP

Role
Treasury Management Officer, Senior Vice President at PNC
Location
Cleveland, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Megan Coffman

Results driven Treasury Management professional specializing in the Middle Market/Large Corporate space. Proven ability to oversee complex client portfolios, drive process improvements, and identify/implement risk mitigation strategies. Trusted advisor to executives and cross-functional teams with a track record of driving growth, enhancing client satisfaction, and delivering tailored treasury solutions. Recognized for discipline, strong leadership, communication, and organizational skills. Proficient at guiding teams, mentoring colleagues, and executing initiatives that enhance efficiency, strengthen client relationships, and exceed sales objectives.Certified Treasury Professional designation.

Experience

  1. Treasury Management Officer, Senior Vice President

    PNC

    Mar 2020 — Present · Cleveland/Akron, OH, US

    Directly responsible for the Treasury Management relationship and revenue generation of Middle Market/ Large Corporate clients in NE Ohio – revenue sizes above $100 millionEducate clients on maximizing working capital and improving operational efficiency to optimize cash conversion cycle - including receivables, payables, short term liquidity, and information reporting.>140% to sales goal 20••••24Promoted to Vice President in 2021 and Senior Vice President in 2023

Education

  • The Ohio State University Fisher College of Business

    Bachelor's Degree, Marketing

    2010 — 2014

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Megan Coffman — Treasury Management Officer, Senior Vice President at PNC in Cleveland, OH, US | Unifers