TM Sales

PREVIEW


How to Sell Treasury Management Services

Whether you’re a seasoned salesperson or brand new to the field, you need to know the basics. These fundamentals lay the foundation for a successful sales career in Treasury Management.

You’ll start this course with an overview of what sales is and how ethics impact  the business-customer relationship. You’ll then review communication in sales, typical sales processes, and helpful tools that boost productivity. By the end of the course, you’ll have a solid understanding of the basics of Treasury Management sales. ORDER 

Course Outline - 2 CTP Credits

  1. Introduction to Sales
  2. The Importance of Ethics in Sales
  3. Basic Communication Skills
  4. Aligning Treasury Sales with the Buyer's Journey
  5. Treasury Management Sales
  6. Receivables Solutions
  7. Payables Solutions
  8. Merchant Card
  9. Information Reporting
  10. Liquidity
  11. Fraud Management
  12. Instant Payments
  13. Working Capital Analysis
  14. Relationship Management
  15. How Banks Charge for Treasury Services
  16. Price Negotiations: Strategies for Securing the Best Deal
  17. Essential Sales Tools
  18. What is a CRM and Why is Important in Sales?
  19. An Overview of the Sales Pipeline