Why Treasury Management Excellence Matters: Introducing Our 8-Part Series

Treasury management excellence has long been one of the most powerful yet underleveraged areas of growth for your community bank. In today’s competitive environment, strong treasury management practices are no longer optional - they are essential to strengthening core deposit strategies, generating non-interest income, and building durable business customer relationships.

However, many of you still face operational and strategic challenges when it comes to managing and growing your treasury management departments. Whether it’s fee waivers, reporting structures, account analysis, or staffing shortages, the hurdles can often feel overwhelming, and solutions are not always clear.

That’s why we created this 8-part blog series, focused on solving the most common treasury management challenges our clients face today.

Over the next several posts, we’ll address key topics, including:

• How to stop giving away treasury management services
• Activating your Account Analysis System for better revenue management
• Managing your Earnings Credit Rate (ECR) strategically
• Closing internal education gaps to strengthen TM performance
• Aligning TM reporting structures for better cross-functional results
• Building strong customer support models beyond onboarding
• Using treasury management to grow and protect core deposits
• Solving the treasury management talent shortage

Each post offers practical advice and actionable strategies to help your institution strengthen its treasury management operations and position itself for long-term success.

If you would like to deepen your Board’s understanding of the strategic role treasury management plays in the institution’s performance, we invite you to explore our focused training for directors.
👉 Learn more about Treasury Management for Directors.

We look forward to helping you and your leadership team unlock the full potential of your treasury management services.