Your Clients' Lifeline.
Cash is your clients' lifeline. When it's managed well, your clients' businesses will flourish. When it's not managed well, your clients' businesses will fail.
Your clients must trust that your Cash Management staff knows the best products and services available to meet your clients' financial goals. This program will provide your staff with the knowledge they need to sell and support the full range of Cash Management Products and Services offered at your bank.
What’s The Course Like?
Focus on Cash Management Products and Services reviews the full range of cash management products and services available. Participants learn the features and benefits of each product and service, as well as how to discuss them with clients, resolving any objections and answering any questions that arise. Participants will be motivated to meet the Bank's Cash Management sales goals.
Focus on Cash Management Products and Services may be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
What's Covered In The Course?
- Cash Flow
- Disbursement Accounts
- Vendor Payments
- Merchant Services
- Remote Deposit
- Wire Transfers
- Lockboxes
- Payments and Collections
- Cross-Border Payments
- Direct Debits
- Sweep Accounts
- Drafts
- Drawdowns
- Book Transfers
- Funds Concentration
- Bulk Service
- Real-Time Foreign Exchange Rates
- ACH
- Account Reconciliation
- Zero Balance Accounts
What Are The Benefits?
- Increased market share.
- Increased wallet share.
- Improved client loyalty.
- Increased client retention.
For more information about Focus on Cash Management Products and Services, or other programs like this, or to find out how The Edcomm Group Banker's Academy can customize any training program, contact a representative by clicking here. Or call, toll free, 888.433.2666.
What About the Bank's Policies and Procedures?
No problem. Our training program is fully customizable. We can include your products, your policies and your procedures.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS.
To learn more about becoming Banker's Academy Certified in Focus on Cash Management Products and Services Contact one of our qualified representatives by clicking here. Or call, toll free, 888.433.2666.
Banks who bought this course also bought...
We offer an extensive Cash Management product line. This course was just what we needed to train our staff on all the accounts we offer. And, our staff loves the product documentation that accompanied the training.
P. K.
Cash Management Supervisor
Bank name withheld
