Gregory Conant, Ctp Email & Phone Number

Detroit, Mi, Us

Full-cycle treasury program development, including staff training, product design, sales processes, and compliance. Our goal is to enable our clients to serve their business members and customers with market-leading treasury management capabilities; shifting the banking paradigm and leveling the playing field for Credit Unions and Community Banks. With Tru Treasury, Credit Unions and Community Banks will have the expertise, treasury solutions, and operational support to help businesses more efficiently and effectively manage their cash.

Birmingham, Mi

Manage growth of treasury business for middle market companies through consultative selling techniques, working capital management strategies and developing a thorough understanding of the client needs. In addition to solutioning advice, provide consistent updates to assigned portfolio, as it relates to industry trends, fraud/risk management and emerging technology. Lastly, consistently meet annual sales goals and activity targets by developing and executing against a business plan.

Detroit, Mi

In charge of business development, client service excellence/retention, implementation, and consultation within Fifth Third's Commercial Banking (Eastern Michigan) division. Position required frequent networking and partnership with senior management, internal divisions, & external stakeholders. Managed the full cycle treasury relationship for assigned portfolio, which included the sale, implementation, and servicing of complex treasury management solutions.

Troy, Mi

Achieved 181% to 240% of annual TM goal YoY. Within Business Banking Group, developed and maintained profitable and quality cash management relationships and executed on market, portfolio, and deposit strategies while identifying cross-sell opportunities. Managed prospecting efforts, product pricing, implementation, deal structuring, customer service, and proposals. In addition, trained, mentored, and coached junior Treasury Management colleagues.

Detroit, Mi

Provided leadership in the management of AAM’s daily cash/debt balances and short-term cash forecasting. Analyzed daily cash balances and borrowing requirements; prepared short-term cash forecasting and daily liquidity reports. Also, oversaw banking platform/account administration, payment initiation, and payment approval across multiple cash management systems. Executed short-term investment activity in accordance with established investment policies. Supported AAM’s currency risk management activities and participated in cross-functional teams to improve processing efficiency and/or automation.

Troy, Mi

Identified potential Treasury Management solutions as a result of a needs analysis or as requested by client. Initiated pro-active touch base calls to clients and aided TM Sales Reps in growing portfolio based on analyzed fees. Utilized technical knowledge to run pricing and cost benefit models. Assisted sales team with non-standard pricing and negotiation. Supported documentation preparation and assisted with relationship planning and relationship reviews.

Master Of Science In Finance, Finance

Activities and Societies: Delta Mu Delta International Honor Society in Business Administration | Gamma Eta Chapter | Walsh College (2008)

Bachelor Of Business Administration, Finance