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

Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course, you’ll learn to identify and offer the Treasury Management services your ideal business customers need, and ways your team can collaborate to successfully sell and implement these services.

OnDemand
Recorded Thursday,
June 6th, 2024
Presented by Marci Malzahn
2h total length
$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Deposit
  • Deposit Accounts
  • Branch Manager
  • Commercial Lender
  • Deposit Operations Manager/Specialist
  • Marketing Officer/Business Development
  • New Accounts Representative
  • Small Business Lender

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Community banks are searching for ways to increase core deposits and non-interest fee income. In this course you'll gain deeper knowledge of TM, learn to conduct a TM needs assessment with your business account holders, and develop strategies to increase core deposits. We'll delve into details such as choosing the right digital payment strategy for businesses, and deploying new authentication methods to enhance your products’ security.

You'll also bring ideas back to your institution on the ideal organizational design for TM, and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services.

What You'll Learn

  • Maximize the Account Analysis statement for cross-selling new fee income opportunities
  • Identify and implement TM services your business customers want
  • Get the TM team collaborating with technology, operations, marketing and sales teams
  • Implement ideas for marketing your TM services
  • Incentivize sales teams to sell TM services

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 looking for the ideal organizational structure for Treasury Management, for additional non-interest fee income, and for 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.

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