During this program, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.
After completing this session, you will walk away with a deeper knowledge of Cash Management, gain ideas from the other participants on how to implement the products and services your clients expect you to offer, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.
Topics Covered:
Target Audience:
Cash management operations and sales personnel, deposit sales team, business bankers/lenders, technology personnel (IT network support and core system support staff), presidents, COO
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