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Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

During this basic course, we will review the primary Treasury Management products and services that are available in the market.

OnDemand
Recorded Thursday,
October 21st, 2021
Presented by Marci Malzahn
2h total length
2.5 CEU Credits
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Executive
  • Sales
  • Branch Manager
  • Commercial Lender
  • Deposit Operations Manager/Specialist
  • IT Professional
  • Marketing Officer/Business Development
  • New Accounts Representative
  • Private Banker
  • Senior Management
  • Small Business Lender

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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.

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 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.

Webinar Overview:

  • Part I – Foundational Knowledge
  • Part II – Marketing & Sales Process
  • Part III – Product Implementation
  • Part IV – The Future of Treasury Management

Covered Topics

  • Maximizing the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
  • Quick overview of all Treasury Management products and identifying enhancements focusing on each product’s benefits to businesses—the value
  • Identifying new products available that your business customers or members are asking for that you may be missing
  • How to determine which products you need to offer to your business customers or members based on industry
  • How Treasury Management integrates with technology, operations, marketing and sales teams
  • Ideas on how to market and brand your Treasury Management products
  • The ideal organizational design for Treasury Management and how to incentivize the sales teams
  • Process to implement Treasury Management products
  • How to choose the right digital payment strategy for your business clients or members (including Blockchain)
  • Identifying new authentication methods to enhance your products’ security

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 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.


Marci Malzahn

Instructor Bio

Marcia "Marci" Malzahn is the president and founder of Malzahn Strategic, a community financial institution management consultancy focused on strategic planning, enterprise risk management, treasury management, talent management, and EOS' Implementation.

Marci has 30 years of banking experience, ten of those years as the EVP/CFO and COO of a community bank she co-founded where she oversaw all areas of operations. In her last year as EVP/COO/CRO, Marci created and focused on the bank's enterprise risk management program.

Marci is the recipient of several professional awards, is a published author of four books, and an international bilingual keynote speaker, speaking frequently at banking and credit union conferences and associations as well as leadership and women's conferences. As a Certified Virtual Presenter, Marcia also provides online and onsite training for financial institutions.

Marci is a certified life coach, holds a B.A. in business management from Bethel University, and is a graduate of the Graduate School of Banking in Madison, Wisconsin.


Credit Information

Recommended for 2.5 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.