Building a Strong Foundation in Treasury Management
This training program ensures your team has the foundational knowledge to effectively manage Treasury Management products and services, enhance customer relationships, and mitigate risks, empowering your organization to thrive in a competitive market.
Client Needs Met
This service provides your organization with:
- New Staff Onboarding: Provides essential training for new financial institution staff who need a baseline understanding of Treasury Management.
- Unified Team Approach: Acts as a Treasury Management bootcamp to align your organization on key processes and best practices.
- Risk Assessment and Compliance: Provides guidance on assessing risks related to Remote Deposit Capture and ACH credit exposure, ensuring adherence to Know Your Customer (KYC) requirements, and conducting effective annual relationship reviews.

The Details
- Four-Part Training Series: Delivered in eight sessions, each lasting 1 to 2.5 hours.
This training ensures your team is aligned, informed, and prepared to drive success in Treasury Management initiatives.
Timeline
The Treasury Management Essentials service is completed over 4 to 6 weeks
Ready to Get Started?
Contact us today to enroll in Treasury Management Essentials and set your team up for success.
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