Purchasing for others?
Presenter: Marcia Malzahn, Malzahn Strategic
This 90-minute program will be presented live on: March 9, 2023 – 2:00-3:30 p.m. CT
Recording available through: June 9, 2023
During this basic course, we will review all the treasury management products and services that are available in the market. You will learn about the new products, technology, and authentication methods now available and decide which ones your business account holders may need based on their industry. You will learn strategies to cross-sell the right Treasury management products your business account holders need from the start.
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. In this course, you will 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 products and services at your institution. We will cover 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 risk assessments on new products, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market treasury management products and services to your 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 products and services.
Target Audience: Business bankers/sales team members 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.