Greg Herrmann Email & Phone Number

Malvern, Pa, Us

Payment Solutions Management- 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- Create and maintain all Treasury Services reports including customer onboarding, treasury services enablement, analysis fee income, and internal meeting reportsPayment Solutions Development & Implementation- Instrumental in departmental planning, through research and development of new products and services to enhance the overall customer banking experience - Develop business case studies to promote growth of the bank’s customer portfolio through the implementation of new products/services- Establish new partnerships with third party SaaS companies to be able to provide additional options for the bank’s customers and potential prospects- Create custom analysis spreadsheets and proposal templates for departmental use- Establish internal procedural documents and checklists for auditing and tracking purposes- Generate customer facing demo guides and related product handouts to assist with customer training and education of Treasury Services - Design custom real-time reporting databases by utilizing the Power BI production environmentTreasury 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 - 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 Treasury Management services to new or existing customers as well as internally

Malvern, Pa, Us

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

Malvern, Pa, Us

Treasury Support- Facilitate the account opening and onboarding process of cash management services for new and existing customers - Acquire and analyze prospective customers’ deposit and merchant account financial information- Prepare detailed account comparison 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 virtual training and educational sessions of Meridian’s Cash Management services to new or existing customersManagement- Create and maintain monthly cash management services and merchant related reports- Oversee 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 - Collaborate closely with the bank’s Marketing and Operations departments in auditing and updating internal and customer facing documentation/informationProject 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

Malvern, Pa, Us

- Provide exceptional customer service by resolving a variety of potential issues and creatively solving problems- Meet and discuss with prospective customers to develop their understanding of financial goals and needs for their future- Participate in sales campaigns with a high degree of energy; focusing on achieving goals while exceeding quality standards - Instrumental in the creation and organization of banking procedures

King Of Prussia, Pa, Us

- Responsible for the management of Workers Compensation claims and proper documentation of case incidents- Created multiple workflow tools and guides for the widespread use in the advocacy department - Instrumental in key workflow updates as well as being an assistant trainer for new employees- Assist with billing procedures for specific clients - Manage and distribute time sensitive authorizations

Downingtown , Pennsylvania , Us

- Improve the time efficiency of therapists so patients receive more hands on treatment- Assist with patients' treatment and exercises- Setup patients on EStim (including heat or ice)- Setup patients on Traction table

Pipersville, Pennsylvania, Us

Shipping Department:- Gather items purchased by customer- Check items in order before shipment - Package and ship order

Newark, Delaware, Us

- Observed Physical Therapists in there chosen profession- Helped with individual patients treatment by motivating them both mentally and physically- Created personal physical therapy brochures for people with common diagnoses

Fredericksburg, Va, Us

- Teach children from ages 5 to 14 the basic fundamentals of sports - Be responsible and take care of every child in the camp- Make sure that every camper is participating and enjoying the activities each and every day

Pre-Physical Therapy Bs, Psychology Minor

Biochemistry And Molecular Biology

Education record