Unlock the potential of treasury management with our basic yet comprehensive course designed to elevate your financial institution’s success. Discover the primary treasury management services available in the market and learn strategies to offer the right services to your business customers based on the value they provide.
In today’s banking landscape, financial institutions must be both “lenders” and “deposit gatherers.” Community institutions are seeking ways to increase core deposits and non-interest fee income, and treasury management is the key.
This course will deepen your understanding of how sales, treasury management, IT, marketing, and deposit operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for treasury management and how to incentivize your sales team effectively.
By the end of this course, you will have a thorough knowledge of treasury management, be able to conduct a TM Needs Assessment on your business account holders, and learn strategies to boost core deposits. You’ll gain insights into marketing treasury management services to your ideal business customers and discover ways to enhance team collaboration, knowing how critical each area is to the success of implementing and selling these services.
Additionally, we will discuss pricing and challenges your institution may face when selling TM services, providing you with practical tools and strategies you can implement immediately to drive growth and profitability.
- Part I: Foundational Knowledge
- Part II: Marketing & Sales Process
- Part III: Product Implementation
- Part IV: The Future of Treasury Management