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Your bank’s best opportunity to grow Treasury Management (TM) revenue might come from your business bankers. They already have strong relationships with commercial customers and understand their financial needs. When equipped with the right knowledge, business bankers can become powerful advocates f...

If you’ve ever tried to explain Treasury Management (TM) to a business owner or branch employee and watched their eyes glaze over, you’re not alone. TM involves specialized tools and terms that can sound confusing to anyone outside the department. The key is to make TM relatable by focusing on what ...

Successful Treasury Management (TM) sales start long before the first service is mentioned. The most effective TM professionals know that asking the right questions and truly listening to the answers creates stronger relationships, deeper insights, and more meaningful sales outcomes.

Here’s how to ...

Selling Treasury Management (TM) services takes a different approach than selling loans or deposits. It’s about solving problems and improving your business customer’s financial operations. Yet even experienced TM professionals sometimes fall into habits that reduce effectiveness.

Here are three of...

For many years, Treasury Management (TM) has been viewed as a service-based function. Teams focused on selling services like RDC, Lock Box, ACH Origination and checking boxes on setup forms instead of building relationships. But as business customers’ expectations evolve, successful TM teams are shi...

There are five ways you can help your new Treasury Management Officer (TMO) succeed - especially as they step into this critical role at your bank.

Right now, community banks are scrambling to grow core deposits and boost non-interest fee income. One of the most effective ways to do that? Build or ...

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 se...

Running a treasury management department presents unique challenges. Whether your operations are based in the suburbs or the bustling city, attracting and retaining quality treasury management customers requires a dedicated, full-time effort from your entire team. Here are key indicators that your d...

Professionalism is foundational in Treasury Management (TM). For customers - especially business owners - how their TM partner presents themselves, communicates, and engages is just as important as the services they offer. This is the ninth blog in our series, and we are focusing on Building Treasur...

Staying Curious About Your Customer’s Business is essential for building trust, fostering deeper relationships, and delivering tailored Treasury Management services. This is the seventh blog in our series, and we are focusing on Building Treasury Titans – Curiosity. Whether your customer is a for-pr...

Leveraging Modern Sales Techniques to Sell Treasury Management Services to business customers requires more than just presenting features and benefits. This is the sixth blog in our series, and we are focusing on Building Treasury Titans – Sales. Traditional sales tactics fall short when customers e...

Instilling a Sense of Urgency in Your Treasury Management Team: In Treasury Management (TM), time is always of the essence. This is the fourth blog in our series, and we are focusing on Building Treasury Titans – Urgency. When responding to a customer’s inquiry, a sense of urgency is critical for de...