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

In today’s competitive banking environment, treasury management has become a critical driver of growth for financial institutions. This course offers a comprehensive overview of treasury management services and strategies to help banks increase core deposits and non-interest income. Participants will learn how to assess the treasury management needs of business customers and offer tailored solutions that add value.

Discussion will also highlight the importance of cross-departmental collaboration—uniting sales, IT, marketing, and deposit operations to successfully sell and implement business products. Attendees will gain insights into best practices for organizational structure, sales team incentives, and pricing strategies. By the end of the course, you’ll be equipped with the tools to boost your bank’s treasury management offerings, drive growth, and enhance profitability.

Learning Objectives:

• Maximize revenue by leveraging the account analysis statement to cross-sell and identify new fee income opportunities.

• Gain a comprehensive understanding of available treasury management services and their benefits.

• Identify value-driven service enhancements that focus on delivering benefits to business customers.

• Discover the treasury management services your business customers are actively seeking.

• Tailor offerings to meet the specific needs of different industries.

• Learn how treasury management teams collaborate with technology, operations, marketing, and sales for success.

• Implement effective branding and marketing strategies to promote treasury management services.

• Understand the ideal organizational design for treasury management and how to incentivize sales teams.

• Develop a streamlined process to efficiently implement treasury management products.

• Select the right digital payment strategies to meet the needs of business clients.

• Enhance security by implementing new authentication methods to protect treasury management products.

Duration: 90 minutes

Who Should Attend: Business Bankers, Private Bankers, Treasury Management Officers, Operations Personnel, Treasury Management Product Managers, Treasury Management Support Personnel, Marketing Personnel

Instructor(s): Marcia Malzahn, President & Founder, Malzahn Strategic

Recorded: Sept. 25, 2025.