Treasury Management: A Powerful Tool to Increase Deposits and Fee Income June 15, 2023 1:30 pm - 3:30 pm Central Time
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During this basic course, we will review the primary 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 customers may need based on their industry. You will learn strategies to cross-sell the right Treasury Management products your business clients 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 services. What You'll LearnPart I – Foundational Knowledge Part II – Marketing &| Sales Process Part III – Product Implementation Part IV – The Future of Treasury Management
FacultyMarcia (“Marci”) MalzahnMarcia (“Marci”) Malzahn is the founder and inspirational keynote speaker at Crowning Achievements International—inspiring and educating emerging leaders in the financial services industry. She is also the president and founder of Malzahn Strategic providing management consulting services to community financial institutions. Marci has 30 years of banking experience, ten of those years as the EVP/CFO/COO of a community bank she co-founded.
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