Jun 6, 2024
Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, you’ll learn to identify and offer the Treasury Management services your ideal business customers need, and ways your team can collaborate to successfully sell and implement these services.
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.
Thursday June 6th, 2024
2:30 pm - 4:30 pm EST
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
Commercial/Business Lending
Deposit
Deposit Accounts
Branch Manager
Commercial Lender
Deposit Operations Manager/Specialist
Marketing Officer/Business Development
New Accounts Representative
Small Business Lender
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.
Marcia (“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.
Available Upgrades
AyZha Hazelwood, Education Meeting Coordinator
Ahazelwood@indiana.bank
317-387-9380