Today's credit union professionals must be adept at lending and deposit gathering. Credit unions are seeking strategies to boost primary share deposits and non-interest revenue streams: Treasury Management holds the key.
Join Marcia at her upcoming webinar on July 18th, 2023, from 2 to 3:30 p.m. central time. She'll be speaking on the topic of Treasury Management, a Powerful Tool to Increase Deposits and Fee Income.
In this essential course, you will delve deeper into how the Sales, Treasury Management, IT, Marketing, and Deposit Operations teams need to synergize for the successful marketing and implementation of your credit union's business member services. The ideal organizational structure for Treasury Management and the optimal ways to incentivize your sales team will be thoroughly discussed.
Registration Link: [ Ссылка ]
This course will provide you with a deeper insight into Treasury Management, teach you to conduct a TM Needs Assessment for your business account holders, and provide strategies to expand primary share deposits. You'll return to your credit union equipped with ideas on how to market Treasury Management services to your ideal business account holders and ways for your team to enhance collaboration, understanding the critical role each area plays in the successful implementation and sale of these services.
Webinar Overview:
Part I – Foundational Knowledge
Part II – Marketing & Sales Process
Part III – Product Implementation
Part IV – The Future of Treasury Management
Topics Covered:
➡️Leveraging the account analysis statement as a tool to cross-sell and uncover new fee income opportunities
➡️Brief review of Treasury Management services and spotlighting enhancements that focus on the benefits of each service to businesses — the value
➡️Identifying TM services your business members are seeking that you may be overlooking
➡️How to determine which services to offer to businesses based on industry type
➡️The collaborative dynamics of the Treasury Management team with technology, operations, marketing, and sales departments
➡️Creative strategies for marketing and branding your Treasury Management services
➡️Ideal organizational framework for Treasury Management and methods to incentivize the sales teams
➡️Procedure to implement Treasury Management services
➡️How to select the appropriate digital payment strategy for businesses
➡️Identifying new authentication methods to boost your services’ security
Who Should Attend:
Credit union professionals wanting to understand Treasury Management services and their benefits for business members, Treasury Management sales officers/specialists, Deposit Operations personnel, IT, and Marketing staff. This course is also ideal for CEOs and executive leadership seeking the best organizational structure for Treasury Management and new sources of non-interest revenue along with an increase in primary share deposits.
Why You Should Attend:
To gain a broader understanding of the value of Treasury Management services and how they can be harnessed for primary share deposit growth and heightened fee income. This course offers deeper insights into how Treasury Management interacts with business banking, IT, and deposit operations teams. You will also learn about the upcoming services your credit union should offer its members and how new payment systems may impact your organization.
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Malzahn Strategic provides Community Bank and Credit Union management consulting services in the areas of Strategic Planning, Enterprise Risk Management, Treasury Management, Talent Management, Executive Leadership Coaching, Board Services, Training Services, Organization Structure and Best Practices Consulting all designed to help leadership teams strengthen their institutions.
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