Marcie Peterson
Shawnee
Summary
Dynamic treasury management professional with a proven track record in cash flow optimization, risk management, and team development. Expertise in leading cross-functional teams to enhance financial efficiency and drive strategic objectives. Committed to leveraging leadership experience to cultivate innovative solutions that align with organizational goals. Passionate about fostering a collaborative environment that empowers teams to excel in delivering exceptional results.
Overview
22
22
years of professional experience
Work History
Treasury Management Payment Consultant
US Bank - CBB Midwest Market
09.2019 - 08.2025
- Expertise of ERP/CRM software integration.
- Led cross-functional teams to enhance operational efficiency and streamline project workflows.
- Developed strategic plans to optimize customer engagement and improve market penetration.
- Implemented process improvements resulting in increased client satisfaction and retention rates.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Managed client relationships through regular check-ins and updates on project progress.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
Branch Manager
US Bank
12.2010 - 09.2019
- Directed daily branch operations to ensure compliance with regulatory standards and internal policies.
- Mentored and developed staff, fostering a culture of continuous improvement and exceptional customer service.
- Analyzed financial reports to identify trends, guiding management decisions for product offerings and services.
- Established performance metrics to monitor team productivity and drive accountability across all levels of staff.
- Cultivated relationships with key clients, enhancing branch reputation and contributing to increased referral business.
- Led community outreach programs to strengthen local engagement and promote brand awareness within the market.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Business Banking Officer
Chase Bank
01.2004 - 12.2010
- Developed tailored financial solutions for business clients, enhancing customer satisfaction and loyalty.
- Analyzed client financial statements to assess creditworthiness and mitigate risk exposure.
- Educated business owners on cash management tools and credit products to optimize their operations.
- Cultivated strong relationships with commercial clients, driving portfolio growth through personalized service.
- Upheld stringent bank standards for loans, money handling, and legal considerations.
- Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
- Managed a diverse portfolio of business clients, ensuring their financial needs were met while adhering to industry regulations and risk management policies.
Education
Bachelor of Science - Organizational Communication, Marketing
Murray State University
Murray12-2003
Skills
- Treasury management consultant
- Portfolio management
- Experience with commercial clients generating $2MM to $50MM
- Goal-oriented planning
- Effective problem-solving skills
- Positive attitude in challenging situations
- Leadership and mentoring
- Client management
- Cross-functional teamwork
- Clear interpersonal communication
- Proficient in handling multiple priorities
- Cultivating strong partnerships
Timeline
Treasury Management Payment Consultant
US Bank - CBB Midwest Market
09.2019 - 08.2025
Branch Manager
US Bank
12.2010 - 09.2019
Business Banking Officer
Chase Bank
01.2004 - 12.2010
Bachelor of Science - Organizational Communication, Marketing
Murray State University