The Frontline Training Your Team Needs

Your branch network is a valuable resource for identifying and referring business services opportunities. Let us help you enhance your frontline team's ability to identify opportunities and their confidence to start a conversation.

  • Grow Business Membership

    Expand your business member base by equipping your frontline team with the skills to identify and refer treasury management opportunities.

  • Enhanced Member Satisfaction

    Build stronger member relationships through personalized service and tailored solutions, fostering loyalty and advocacy.

  • Improve Operational Efficiency

    Educate your frontline team with referral workflows so your team can focus on building member relationships and getting referrals to the right people.

About the Course

    1. Treasury Management Frontline Team Training: Lesson One

    2. Lesson One Quiz

    1. Treasury Management Frontline Team Training: Lesson Two

    2. Lesson Two Quiz

    1. Treasury Management Frontline Team Training: Lesson Three

    2. Lesson Three Quiz

    1. Treasury Management Frontline Team Training: Lesson Four

    2. Lesson Four Quiz

    1. Treasury Management Frontline Team Training: Lesson Five

    2. Lesson Five Quiz
  • $499.00
  • 10 lessons

Don't Miss a Treasury Opportunity

Educate your team to identify opportunities and better support your business members

Start today