Start Date: 7/20/2023 1:00 PM MDT
End Date: 7/20/2023 2:30 PM MDT
Location:
United States
Today’s bankers must be “lenders” as well as “deposit gatherers.” Community financial institutions are searching for ways to increase core deposits and non-interest fee income: treasury management is the answer. This course will provide 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. It will cover the ideal organizational design for TM and how to incentivize the sales team.
Join us for this program and walk away with a deeper knowledge of treasury management. Learn to conduct a TM needs assessment on your business accountholders and gain strategies to increase core deposits.
- Part I – Foundational Knowledge
- Part II – Marketing & Sales Process
- Part III – Product Implementation
- Part IV – The Future of Treasury Management
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