Venue
Bankers Insurance LLC
Bankers Insurance LLC, 4490 Cox Rd, Glen Allen, VA 23060, USA

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Event Date Thu Apr 21 EDT (in 3 months)
Location Bankers Insurance LLC
4490 Cox Rd, Glen Allen, VA 23060, USA
Region Americas
Details

The session will be interactive and participants will be asked to join in group activities that will aid you building new treasury management relationships with your current and future clients.

This program will provide the participants with Treasury Management product and service perspectives to aid in business retention, expansion & acquisition. We will look at TM delivery models and best practices. We will review current industry trends, emerging products, the quickly changing cast of competitors and the strategic direction of the Treasury Management/Payments business line.

The session will be interactive and participants will be asked to join in group activities that will aid you building new treasury management relationships with your current and future clients.

Key Discussion Points & Who Should Attend:

The Payments/Treasury Management realm of products has evolved and now requires more technical expertise and knowledge than ever. The rapidly changing product set encompasses a wide range of electronic and card-based options. The bank’s business calling teams need to be aware of the new trends and competitors who are trying to lure their clients. The bank’s business leaders who are responsible for payment product and sales strategies need to continue to broaden their knowledge of TM product options and delivery models in order to remain relevant.

The session is geared towards all bank business development and Treasury Management sales staff including; branch managers, commercial lenders, business development officers and others who are responsible for new business client growth and relationship expansion. Treasury Management and business leaders who are responsible for product and/or sales strategy are encouraged to attend. Prerequisite: A working knowledge of Treasury Management products is required.

Speakers

2022 Speaker

INSTRUCTOR:

Debra E. Knox, CCM
Senior Treasury Management Professional, Knox Advisors