Becoming a Trusted Advisor
How Bankers Best Serve Corporate Treasury Teams
Register to enroll in our 6-week email course.
Bank Sales Training Course
You’re busy, but still need reasons to call your clients.
This course gives you fast uptake of topics that treasurers want to discuss.
Each Monday for 6 weeks, enrollees receive an email from Craig Jeffery with:
- A current situation concerning treasury teams,
- Engaging questions for diagnosing needs,
- Resources to strengthen relationships and your positioning,
- And options for increasing your market engagement.
Sign-up today to strengthen your client outreach and position you as a trusted advisor with your key accounts.
Instructor
Craig Jeffery, Strategic Treasurer
Sponsored By
After hitting the submit button, you will be redirected to a confirmation page with access to the payment security training video.
You’ll also receive a confirmation email within 5 minutes. If you encounter any issues while enrolling in this course, please contact our team.
BONUS: Payment Security Sales Training
When you register for the email training course, we’ll also give you immediate access to a banker-specific training from Craig Jeffery.
“Ready or Not: Your Clients’ Payments are at Risk”
This video shows how you can engage clients regularly and authoritatively on payment security:
- Gather new data about the growing threat for corporate cash managers.
- Learn 3 critical tools your clients can use for security payment processes.
- Access valuable resources to strengthen your place in the minds of clients.
Learn how a seasoned consultant approaches the topic with corporate treasury teams.
