Treasury Management Blog
Practical insights, tools, and strategies to help community banks build, grow, and optimize high-performing Treasury Management programs.
At banks who are just starting out developing their Treasury Management departments, the Account Analysis System (AAS) sits dormant, effectively cutting off a major source of insight - and revenue. Leveraging your Account Analysis System can solve this. This is part 2 of our 8-part series on Why Tre...
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 ...
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 ...
Building strong, lasting relationships with business customers requires more than delivering excellent products and services. It requires consistent, meaningful contact over time.
When communication becomes sporadic, relationships often weaken. Just like internal workplace relationships suffer when...
It’s tempting to believe that having the "best people" is the secret to success in attracting new business accounts or securing loans for your bank. In lending, this may hold true—after all, loan decisions often hinge on relationships and personalities that build trust during complex negotiations. H...
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...
In today’s competitive banking landscape, the role of community banks is evolving. No longer just lenders or deposit gatherers, successful bankers must be adept at leveraging Treasury Management to drive growth in core deposits and non-interest fee income. If you’re looking for actionable strategies...
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...
Why Former Entrepreneurs Make Great Additions to Your Treasury Management Team: For business owners, Treasury Management (TM) is about more than just managing finances; it’s a key part of their growth strategy and long-term success. This is the seventh blog in our series, and we are focusing on Buil...
