Two-Day, Open Treasury Management Sales Training (Boston, MA)

A national treasury management industry-focused content marketing, communications, and business development firm focused on promoting our clients' thought leadership and best practices in communications, at special events, in the media and in the communities they serve - through education and client engagement.

Turningpoint Communications

Go from salesperson to trusted advisor, differentiate and deepen client relationships with treasury management.

100 Worcester St

Do you or someone you know need treasury management sales training?
Over 3500 treasury management salespeople from across the US, agree that our interactive sales training, taught from various perspectives -- including the clients’ -- provided them with the knowledge and tools they need to win business. Given cash management’s advancement, all bank salespeople must speak the language and understand client needs and how treasury management solutions can revolutionize businesses today. This course is “system agnostic” and relevant for all customer-facing banking professionals, including treasury management sales officers, credit officers, relationship managers, branch managers and division executives.

About the course: “Differentiate and Deepen Client Relationships with Treasury Management” 
We bring treasury management salespeople and their business partners on a fast-paced, two-full-day journey toward trusted advisor status with their clients. The course reinforces long-term, winning business development strategies: identifying and cultivating lasting client relationships through delivery of bank, sales and industry best practices, proactivity, knowledge-sharing and a compelling value proposition. Attendees also learn how treasury management solutions save clients, time, money and resources and is worth paying for! We start at the top with business, marketing and business development strategy; goal setting and fulfillment; include practical industry-specific and needs-based treasury management solutions design and application; prospecting, proposing business; and round out the course by reinforcing the importance of closing the deal with a compelling value proposition.?

Attendees will learn how to:
Become a trusted advisor by actively listening, anticipating needs, providing education, engaging clients. 
Work smarter, not harder, to identify, qualify and win clients. 
Review how business development goals are set, how they apply, and measure progress against goals. 
Understand core competencies, own achievements, and tell “success stories” to gain credibility.
Communicate treasury management solutions’ benefits, applications, value proposition, pricing models, ability to maximize liquidity and reduce risk for clients.
Analyze industries’ treasury management needs to engage prospects in deeper conversations.
Employ a consistent yet customized sales experience, through knowledge of the bank’s brand, messages, ?differentiators and market position. 
Create and present compelling proposals and win more deals with a compelling value proposition.Presented from multiple perspectives by: Laurel Egan Kenny, MSCM, MBA, Cert. Executive and Performance Leadership President &amp; CEO, Turningpoint Communications, 25-year Treasury Management Sales, Marketing, Management and Ray Vines, CPA, CTP, MSF, 30-Year Treasury Practitioner and Industry Champion. Text: 339.793.3485 | laurel@turningpointcommunications.com |

Two-Day, Open Treasury Management Sales Training (Boston, MA)

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Two-Day, Open Treasury Management Sales Training (Boston, MA)

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