When autocomplete results are available use up and down arrows to review and enter to select.
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
ICBA Members
Live: $209
On-Demand: $229
Live + On-Demand: $249
Non-Members
Live: $309
On-Demand: $329
Live + On-Demand: $449
Unlimited Webinar Pass subscription: $0
*View CPE Credit Hours in the “Who Should Attend” section.
For more information, call 800-422-7285 or email education@icba.org.
Who should attend: Business Bankers, Private Bankers, Treasury Management Officers, Operations Personnel, Treasury Management Product Managers, Treasury Management Support Personnel, Marketing Personnel
Prerequisites: Basic knowledge of banking.
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based.
CPE Credit Hours: 1.5
For more information, call 800-422-7285 or email education@icba.org.
ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
President and Founder
Malzahn Strategic
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America ("ICBA" or the "Association") has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby.?It is ICBA event management''s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.
Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.
Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions, and audio files/recordings of and at such events and activities.