Blog

Measuring the return on investment (ROI) of a Treasury Management department can be tricky. Unlike a loan portfolio, TM performance isn’t always tied to interest income or asset growth. When measured correctly, the impact of TM is substantial both financially and strategically.

TM Generates Sustain...

Treasury Management (TM) plays a critical role in how your bank grows, serves customers, and manages risk. Yet many TM leaders are still left out of strategic planning discussions. When that happens, the institution misses valuable insight into customer behavior, deposit strategies, and operational ...

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 ...

Finding experienced treasury management (TM) professionals is a challenge. This is part 8 of our 8-part series on Why Treasury Management Excellence Matters. With demand rising and a limited talent pool, many banks struggle to recruit and retain TM staff.

Rather than relying solely on the external ...

Fintechs and stablecoins are competing aggressively for deposits, so you (as a banking leader) must sharpen focus on core deposit growth. This is part 7 of our 8-part series on Why Treasury Management Excellence Matters. Treasury management is one of the best-kept secrets to achieving this goal.

Co...

In many community banks, treasury management (TM) is placed under the retail department. This is part 5 of our 8-part series on Why Treasury Management Excellence Matters. While this might seem logical for operational convenience, it often creates confusion, inefficiencies, and missed opportunities....

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...

One of the most common challenges community banks face is the widespread practice of waiving treasury management (TM) fees. This is part 1 of our 8-part series on Why Treasury Management Excellence Matters. On the surface, it can seem like a gesture of goodwill to business customers. It often leads ...

When I first started my banking career, I worked as a secretary in the cash management department. One of my primary responsibilities was typing sales proposals—over and over again—for the cash management sales team. It was a repetitive task, but one that gave me early exposure to a critical area of...

Finding people with technical skills and banking knowledge is essential in Treasury Management. This is the tenth (and final) blog in our series, and we are focusing on Building Treasury Titans – Attitude. But even more critical is the right “attitude” - a combination of mindset and approach that’s ...

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...

Encouraging an Entrepreneurial Spirit Within Your Treasury Management Team helps foster a culture of innovation, agility, and forward-thinking, which can ultimately drive greater value for your customers and bank. This is the eighth blog in our series, and we are focusing on Building Treasury Titans...