Episode 27


Bank Relationships: Achieving a 360 Degree View

Managing bank relationships looks different, depending on the side of the table you are sitting on. Banks are quite formal in their approach to ensure a lasting, multi-level institutional connection. Most treasurers lean towards the informal side of the spectrum of relationship management, categorizing their relationships in tiers. On this episode of the podcast, Craig Jeffery and Stephanie Villatoro of Strategic Treasurer examine the business of bank relationship management. Listen in on the discussion.


Craig Jeffery, Strategic Treasurer

Guest Speaker:

Stephanie Villatoro, Strategic Treasurer

Related Resources

Strategic Treasurer’s Bank Fee Management Program

Strategic Treasurer’s Bank Fee Management program is a comprehensive package that provides a level of service beyond what a software program or basic outsourcing can offer.