Treasury Management

CU Business Group can support your credit union's business deposits program through a variety of treasury management opportunities including our Treasury Management Membership and our advanced deposit products.

Treasury Management Membership
Treasury Management Membership program gives your credit union complete support and expertise in upgrading your business deposit products. This is a 12 month program where we work with your staff to implement and manage complex deposit products. The key highlights of the program include:

  • Systems needs and selection
  • Policy development
  • Operational processes and procedures
  • Risk management and internal controls
  • Pricing strategies
  • Sales and marketing ideas
  • Education and training for all levels of staff
  • Program strategies in areas such as private banking, managing large business clients, etc.

CUBG will deliver templates and other materials to help the upgrade process go smoothly. Our training is delivered via webinar as part of the standard Treasury Management Membership, or in person at negotiated rates.

Advanced Deposit Products

CUBG supports credit unions through the following advanced deposit products and services: