Closing the Treasury Management Knowledge Gap: TM Education for All Staff
Feb 04, 2025
One of the biggest hurdles to treasury management growth is a treasury management knowledge gap across the organization. This is part 4 of our 8-part series on Why Treasury Management Excellence Matters.
When business bankers, operations staff, and even leadership teams don’t fully understand TM services, they can’t sell them effectively - or value them properly. This knowledge gap leads to missed opportunities, underused services, and fee waivers that weaken profitability.
Educating staff across all levels - sales, operations, and executive leadership - is critical. Business bankers should know enough to recognize TM opportunities and refer customers to treasury specialists. Operations teams need to understand how services work behind the scenes. And leadership must champion TM as a vital revenue stream, not an afterthought.
Comprehensive education doesn’t mean turning everyone into a treasury management expert. It means giving your staff the knowledge and confidence to speak about TM services, make referrals, and recognize the value they provide to business customers and the bank itself.
A well-informed team will drive stronger treasury sales, better customer service, and greater retention.
Want to equip your Board to better support treasury management initiatives? Start with focused director training.
👉 Learn more about Treasury Management for Directors
TMClarity™ empowers Community Banks to attract more business core deposits and increase non-interest fee income. Our framework enables you to become world-class in the selling, implementation, and customer support of treasury management services offered to your business customers.
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