LEIN CONSULTING GROUP
Treasury Management & Sales Training Services
Stephen P. Lein has 46 years of experience working in the banking industry. Steve spent the majority of that time helping to drive new sales and client retention for the Treasury Management teams he worked with and has mentored numerous individuals who have gone on to successful careers in TM. Lein Consulting Group offers Treasury Management Training for banks of all sizes. We seek to serve a nationwide client base and to provide your team with the knowledge and skills necessary to grow this vital area of your bank. Our team will help equip your sales team to compete effectively for Treasury Management opportunities.
Key Areas of Focus
- Serve in an advisory capacity for Banks starting a Treasury Management Line of Business.
- Sales process (Pre-Call Planning, Discovery of Needs, Delivery of End Product)
- Training for new TM Sales Officers and Business Develop Officers (Overview of Treasury Management Products and Cash Flow Cycle)
- Competitive analysis of Bank’s product line
- And more……
WE HELP TREASURY MANAGEMENT TEAMS ACHIEVE MORE SUCCESS
Teaching Cash Flow Best Practices
Increasing Sales Team Knowledge
Helping Sales Members Convert More Sales
The majority of banks in the United States offer some level of Treasury Management services. These services are financially beneficial to corporate clients of all sizes. We can help your treasury management team to deliver more success for your bank. Treasury Management revenue is a vital source of non interest income and creates “stickiness” that enhances client retention. We have years of experience with selling many different types of cash management programs.
The biggest challenge most banks face is staying competitive with product offerings, pricing of services and proper deployment of sales team practices. Our team specializes in teaching the principles of cash management to sales teams. We focus on the core fundamentals of treasury management and help your sales team increase their knowledge and understanding of the cash management options. We teach them to more effectively identify and qualify their leads. Then we equip them with the knowledge and skills needed to close more of these sales opportunities.
