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

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.

OnDemand
Recorded Thursday,
June 23rd, 2022
Presented by Marci Malzahn
2h total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Deposit
  • Management/Employee Development
  • Sales
  • Branch Manager
  • Commercial Lender
  • Deposit Operations Manager/Specialist
  • IT Professional
  • Marketing Officer/Business Development
  • Senior Management
  • Small Business Lender

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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 Learn

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

Topics Covered:

  • Maximizing the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities
  • Quick overview of Treasury Management products and identifying enhancements focusing on each product’s benefits to businesses—the value
  • Identifying new products available that your business customers 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 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.


Marci speaks frequently at industry conferences and association events as well as leadership and women’s conferences; is a published author of five books, and the recipient of several professional awards. As a Certified Virtual Presenter, Marci also provides online and onsite training for financial institutions. Marci is a certified life coach and Certified Community Bank Director. She holds a B.A. in Business Management from Bethel University and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.