Community banks are searching for ways to increase core deposits and non-interest fee income. In this course you’ll gain deeper knowledge of TM, learn to conduct a TM needs assessment with your business account holders, and develop strategies to increase core deposits. We’ll delve into details such as choosing the right digital payment strategy for businesses, and deploying new authentication methods to enhance your products’ security.
You’ll also bring ideas back to your institution on the ideal organizational design for TM, and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.
What You’ll Learn
- Maximize the Account Analysis statement for cross-selling new fee income opportunities
- Identify and implement TM services your business customers want
- Get the TM team collaborating with technology, operations, marketing and sales teams
- Implement ideas for marketing your TM services
- Incentivize sales teams to sell TM services
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 looking for the ideal organizational structure for Treasury Management, for additional non-interest fee income, and for new core deposits.