Treasury Management Professional Services
We provide professional services to help community banks build and strengthen high-performing Treasury Management departments.
Contact Us TodayTreasury Management Professional Services
At TMClarity, we provide professional services to help community banks build and strengthen high-performing Treasury Management departments. Whether you’re just starting out or looking to take your TM strategy to the next level, our services are designed to meet your team where they are and move them forward with clarity and confidence.
Our offerings include three distinct service areas:
-
Strategic Department Support, designed to guide banks through the planning, launch, or optimization of Treasury Management operations.
-
Executive Coaching, for TM leaders who want a seasoned advisor in their corner as they navigate leadership, growth, and operational challenges.
-
Custom Group Training, for banks that want to equip their teams with practical, tailored knowledge in a live, collaborative format.
Each service is grounded in real-world experience and designed to accelerate results for your bank’s Treasury Management efforts.
Â
Strategic Department Support
Whether your bank is launching a new Treasury Management department or refining an existing one, our Strategic Department Support service provides a roadmap to help you move forward with clarity. This offering is ideal for institutions that have a vision, a budget, and a team—but need expert guidance to turn their plan into action.
We’ll help you evaluate current capabilities, define realistic goals, and build a sustainable model for growth. Our process covers areas such as department structure, product design, staffing strategies, process improvement, and technology alignment.
This isn’t a cookie-cutter solution. Every engagement is tailored to your bank’s size, market, and unique internal structure. You get hands-on strategic guidance without the long-term consulting commitment, and your team stays in control of the pace.
If your bank needs to strengthen its Treasury Management function but doesn’t need full-time consulting, this service is a perfect fit.
Let's Talk About Your Needs
Treasury Management Executive Coaching
Running a Treasury Management department comes with unique leadership challenges - and sometimes, even experienced TM leaders need a sounding board. Our Executive Coaching service is designed for Treasury Management officers, directors, or project leads who want strategic, personalized support as they guide their departments forward.
This one-on-one coaching format provides a confidential space to ask questions, test ideas, and solve problems in real time. Whether you're building your team, preparing for a board presentation, or facing a complex operational issue, you’ll have access to an experienced advisor who understands the nuances of Treasury Management in community banks.
We tailor each coaching engagement based on your goals and role. Sessions may focus on team leadership, cross-department collaboration, project oversight, or service delivery strategies - whatever is most relevant to your situation.
Think of us as your go-to resource when you need a second opinion or strategic insight - without a formal consulting engagement. Our Executive Coaching service ensures you don’t have to lead alone.
Get Started TodayCustom Treasury Management Group Training
When it comes to Treasury Management, one-size-fits-all training doesn’t cut it. Our Custom Group Training sessions are designed to give your staff the skills and insights they need - tailored specifically to your bank’s structure, products, and market.
Whether you’re training new hires, onboarding a TM team, or aligning departments around best practices, we’ll work with you to develop and deliver a live training experience that fits your goals. Sessions can be delivered virtually or onsite, and are ideal for front-line staff, operations teams, TM officers, or cross-functional groups.
Topics may include product knowledge, sales enablement, implementation workflows, risk mitigation, and customer service strategies - all customized to your bank’s current needs and maturity level. We’ll also incorporate your internal processes and policies so the training sticks.
Our training is engaging, practical, and led by nationally recognized treasury management expert Marci Malzahn. You get real-world learning that drives confidence and performance across your TM team.
Let's Talk About Your Needs
TMClarity™ empowers Community Banks to attract more business core deposits and increase non-interest fee income. Our Framework enables you to become world-class in the selling, implementation, and customer support of treasury management services offered to your business clients.
Learn More About our Framework