Treasury Management Consulting and Training for Community Banks and Credit Unions

At Malzahn Strategic, we help community banks and credit unions build or enhance their Treasury Management departments with a practical, strategic approach. Whether you’re launching new Treasury Management services or improving existing ones, we work with your leadership team to develop a clear roadmap tailored to your institution’s size, goals, and resources.

Through our Treasury Management consulting engagements, we:

Conduct a full evaluation of your current service suite and delivery model
Identify opportunities for new services that meet the evolving needs of your business customers and members
Recommend improvements across operations, technology, and staffing
Create an actionable plan to help you strengthen core deposits and increase non-interest income
Guide your team through implementation with structured milestones and collaborative support
We also provide Executive Coaching designed for Treasury Management officers, directors, or project leads who want personalized support as they guide their departments forward.

In addition to consulting and coaching, we offer targeted training to equip your staff with the knowledge and confidence to succeed in Treasury Management. Our training options include:

Live webinars on specific Treasury Management topics
In-person or virtual seminars tailored to your institution’s needs
Custom team training delivered onsite or remotely for Sales, Operations, and Support staff
Web-Based Treasury Management Training via our online training system, TMClarity.

Our training sessions are ideal for institutions that want to:

Improve internal understanding of Treasury Services products and their value
Strengthen cross-department collaboration (Lending, Deposit Ops, IT, Marketing)
Equip frontline employees to identify Treasury opportunities and better serve business customers and members

Whether your team is new to Treasury Management or looking to expand your impact, we’ll help you develop the right strategy, train your staff, and grow your institution’s value to your business community.

Ready to grow your Treasury Management program? Let’s build a plan together. Contact us today.

Our bank made the strategic decision to transition from our cash management platform to a fully integrated Treasury Management services suite. Our market growth and customer expectations had outpaced our technology requiring us to expand our product offerings with enhanced integrations into our core platform. Our bank’s future growth into new markets depended upon this transition. Marcia guided us through creating our business model, researching job roles and job descriptions, technology and service selections, and pricing of our services. Her guidance was instrumental in creating our team, advising on the hiring of a TM director, developing our business model, and software pricing with our vendors. We were able to bring our new Treasury Management services to market in less than a year. Her knowledge and guidance created the foundation for our division.

We acquired 11 new Treasury Management customers YTD and added 2 new RDC, 7 ACH Origination, 2 ACH Positive Pay, 5 Check Positive Pay, and 1 Online Wires users. In the first three months of 2024, monthly TM income is now $800/month which represents $9,600 annualized. Went from 28 to 36 TM customers which represents 30% increase just in Q1.

Treasury Management Consulting and Training for Community Banks and Credit Unions

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