Treasury Management Workshop: A Powerful Tool to Increase Deposits and Fee Income

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, bankers must be both “lenders” and “deposit gatherers.” Community banks 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 bank may face when selling TM services, providing you with practical tools and strategies you can implement immediately to drive growth and profitability.

Workshop Overview:

• Part I – Foundational Knowledge
• Part II – Marketing & Sales Process
• Part III – Product Implementation
• Part IV – The Future of Treasury Management

Key Learning Objectives: 

• Unlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities
• Comprehensive Insight: Understand the Treasury Management Services Available in the Market
• Value-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits
• Customer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For
• Tailored Offerings: Determine Which Services to Offer Based on Industry Needs
• Collaborative Success: Learn How Treasury Management Teams Work with Technology, Operations, Marketing, and Sales
• Branding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services
• Optimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams
• Seamless Implementation: Establish a Process to Implement Treasury Management Products
• Digital Strategy: Choose the Right Digital Payment Strategy for Businesses
• Enhanced Security: Identify New Authentication Methods to Boost Product Security

These objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program.

Who Should Attend:

Business bankers who want to learn about Treasury Management products and their benefits to business clients, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits.

For more information and to register, click here.