The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer.

Gain a deeper understanding of how the Sales, Treasury Management, IT, Marketing, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. Learn about the ideal organizational design for Treasury Management and how to incentivize the sales team.

You will walk away from this course with a deeper knowledge of Treasury Management, learn to conduct a TM Needs Assessment on your business account holders, and learn strategies to increase core deposits.

You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.

Learning Objectives

• Gain a deeper understanding of Treasury Management.

• Gain knowledge of Treasury Management products and how they help your business clients.

• Learn how Treasury Management collaborates with the Bank’s Technology, Operations, Marketing, and Sales teams and how they can work together better.

• Learn about risks that Treasury Management products pose to the institution.

• Identify new non-interest fee opportunities, how to market and brand your Treasury Management products, and ideas on how to sell more products by meeting your clients’ needs.

• Learn about a sales process and how to customize it for your institution.

• Learn about the future of Treasury Management and how your institution can prepare.