During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.
After attending this cash management webinar, you will walk away with a deeper knowledge of the Cash Management function, how to conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.
Part I: Cash Management Knowledge
Part II: The Marketing and Sales Process for Account Managers
Part III: Cash Management Product Implementation
Part IV: Future of Cash Management
Who Should Attend:
Cash Management operations and sales personnel, Relationship and Account Managers, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents, COO
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.