Becky Marsh
Product Consultant at Fiserv Commercial Banking Solutions (formerly known as Online Banking Solutions or "OBS")- Claim this Profile
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Topline Score
Bio
James Roberts
Becky is an outstanding employee that takes her job very seriously. She relies on her relationships with the bankers in the customer contact positions to develop marketing and sales solutions appropriate to every situation. She builds relationships very well, and is always willing to go the extra mile on a day to day basis.
Catherine Owen
I worked with Becky on several projects, including a major activation piece for Online Cash Manager for business clients. The project increased activation from 59% to 69%, in great part because Becky worked tirelessly to understand the needs of the bankers who would be using it and the needs and motivations of the clients at whom it was targeted – and to make sure the creative team fully understood. As a copywriter, I found her to be a dream to work with because she maintains a clear focus on benefits and creative strategy. She consistency provides clear direction that helps the whole team -- staff and vendors -- work together to deliver projects that exceed expectations.
James Roberts
Becky is an outstanding employee that takes her job very seriously. She relies on her relationships with the bankers in the customer contact positions to develop marketing and sales solutions appropriate to every situation. She builds relationships very well, and is always willing to go the extra mile on a day to day basis.
Catherine Owen
I worked with Becky on several projects, including a major activation piece for Online Cash Manager for business clients. The project increased activation from 59% to 69%, in great part because Becky worked tirelessly to understand the needs of the bankers who would be using it and the needs and motivations of the clients at whom it was targeted – and to make sure the creative team fully understood. As a copywriter, I found her to be a dream to work with because she maintains a clear focus on benefits and creative strategy. She consistency provides clear direction that helps the whole team -- staff and vendors -- work together to deliver projects that exceed expectations.
James Roberts
Becky is an outstanding employee that takes her job very seriously. She relies on her relationships with the bankers in the customer contact positions to develop marketing and sales solutions appropriate to every situation. She builds relationships very well, and is always willing to go the extra mile on a day to day basis.
Catherine Owen
I worked with Becky on several projects, including a major activation piece for Online Cash Manager for business clients. The project increased activation from 59% to 69%, in great part because Becky worked tirelessly to understand the needs of the bankers who would be using it and the needs and motivations of the clients at whom it was targeted – and to make sure the creative team fully understood. As a copywriter, I found her to be a dream to work with because she maintains a clear focus on benefits and creative strategy. She consistency provides clear direction that helps the whole team -- staff and vendors -- work together to deliver projects that exceed expectations.
James Roberts
Becky is an outstanding employee that takes her job very seriously. She relies on her relationships with the bankers in the customer contact positions to develop marketing and sales solutions appropriate to every situation. She builds relationships very well, and is always willing to go the extra mile on a day to day basis.
Catherine Owen
I worked with Becky on several projects, including a major activation piece for Online Cash Manager for business clients. The project increased activation from 59% to 69%, in great part because Becky worked tirelessly to understand the needs of the bankers who would be using it and the needs and motivations of the clients at whom it was targeted – and to make sure the creative team fully understood. As a copywriter, I found her to be a dream to work with because she maintains a clear focus on benefits and creative strategy. She consistency provides clear direction that helps the whole team -- staff and vendors -- work together to deliver projects that exceed expectations.
Experience
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Fiserv Commercial Banking Solutions (formerly known as Online Banking Solutions or "OBS")
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United States
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Banking
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1 - 100 Employee
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Product Consultant
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2017 - Present
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Implementations Project Manager
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Oct 2014 - 2016
In this role, I worked with my clients, other 3rd party providers, and internal resources to ensure on-time delivery and client satisfaction of Q2's complete online banking platform solution. This included gap analysis, planning, developing and tracking project plans, continual risk evaluation, and timely case management. I also served as an advocate for my clients to help them achieve their desired experience for their clients. In this role, I worked with my clients, other 3rd party providers, and internal resources to ensure on-time delivery and client satisfaction of Q2's complete online banking platform solution. This included gap analysis, planning, developing and tracking project plans, continual risk evaluation, and timely case management. I also served as an advocate for my clients to help them achieve their desired experience for their clients.
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Fundtech
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United States
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Project Manager, Professional Services Group
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Mar 2013 - Sep 2014
I led multiple projects and project teams simultaneously to complete new implementations, enhancements, and upgrades of Fundtech's Cash Management Online Banking product. This included obtaining and coordinating internal resources, client resources, and 3rd party resources. I led multiple projects and project teams simultaneously to complete new implementations, enhancements, and upgrades of Fundtech's Cash Management Online Banking product. This included obtaining and coordinating internal resources, client resources, and 3rd party resources.
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SunTrust Banks, Inc.
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United States
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Civic and Social Organizations
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Project Manager, Treasury & Payment Solutions
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2010 - Mar 2013
I led cross-functional project teams of as many as 50 members from departments, including marketing, legal, operations, IT, and training to develop and implement acquisition, growth, and retention strategies within our Business Line via Treasury and Cash Management products. Managing as many as 6 projects at a time, I directed information-gathering initiatives to define client goals, identified and mitigated project risks, and ensured completion of implementations within targeted goals and deadlines. Additionally, I integrated research to identify specific client and project goals into the marketing of new cash management product and service offerings, including SunTrust's Corporate and Payables Cards (Commercial Card Services). Show less
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Business Project Manager, Core Bank Marketing
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2008 - 2010
Managing projects associated with new acquisitions, business expansion, and business retention within the small business sector, I directed cross-functional matrix teams, overseeing the development of marketing campaigns and promotional materials in new product launches to ensure revenue growth. Leading as many as 6 projects simultaneously, my team developed tools, resources, and project-specific internal communications, including an intranet support site, to reach more than 5,000 branch and business banking employees. We developed a special welcoming kit for our business-banking customers, used by more than 3,500 retail branches and nearly 500 business banking relationship managers, and established a user guide for new online business banking clients, which increased product activation, usage, and retention by 10%. Show less
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Project Manager, Business Banking Line of Business
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2005 - 2008
Working at the corporate level, I assisted project teams in the Business Banking line of business, overseeing special projects associated with system implementations, financial products, business processes, and new product and system implementations. Monitoring productivity of processes and sales support systems, we implemented revised procedures and system enhancements as well as supplemental sales and systems training to increase efficiency at the administrative level and allow increased focus on sales initiatives. We also installed an updated Contact Management System used by business banking managers, sales managers, and sales development officers, which increased internal collaboration and sales volume. Show less
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Business Banking Training Program Manager / Training Specialist – SunTrust University
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1998 - 2005
With a strong background in training and project management at the field level, I accepted the position of Training Specialist with SunTrust University to design, implement, and lead training programs that drive productivity and efficiency at all levels of banking operations. Focused primarily on business processes, sales, and support systems, including system enhancements and new implementations, I established the core curricula, delivery protocol, testing, and evaluation processes for employees at every level of learning within the Business Banking Line of Business. I also developed the business banking-specific components of the Management Associate Program and additional core staff training plans, including integration training programs for staff of newly acquired financial institutions. Leading classes of more than 1,000 entry to management-level staff, I developed resolutions, contributing to enhanced processes and sales support systems. I managed special projects for training and development and received increased accountabilities with greater opportunities for leadership. Show less
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Branch Manager
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1997 - 1998
Overseeing a staff of 11 associates, I directed daily operations to ensure compliance with federal, state, and corporate policies and regulations. Overseeing a staff of 11 associates, I directed daily operations to ensure compliance with federal, state, and corporate policies and regulations.
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Bank of America
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United States
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Banking
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700 & Above Employee
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Project Analyst, Training & Field Implementation/Financial Services Trainer/Asst. Branch Manager
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1983 - 1997
I began with Bank of America in various positions, including Teller, Customer Service Representative, and Consumer Loan Officer and progressed within the company into positions of greater leadership, ultimately becoming Assistant Branch Manager. As my leadership accountabilities increased, I spent four years as Financial Services Trainer, providing instruction on the various Bank of America financial products and services. In 1996, I moved into project management as a Project Analyst, focused on Training and Field Implementation, training and coordination of staff within branch offices for rollout of new programs. Show less
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Education
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Villanova University
Master's Certificate, Project Management -
Armstrong State University
Community
