Recording - Growing Long-Term Retail Deposits - Overview for Front-Line Bankers - Sp19

Course Length
60 mins

Neil Stanley



Presenter: Neil Stanley, The CorePoint

This 60-minute program will be presented live on: February 28, 2:00-3:00 p.m. Central Time
Recording available through: May 28, 2019
Price: $225


As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.


Session 2 – Exploration of advanced approaches to equipping the front line to win and retain properly-priced, long-term savings deposits.


  • How high-performing banks equip and train their front line to optimize employee engagement
  • Key elements of de-commoditizing CDs and negotiating each stage of the time deposit sales process including the “dollarizing” process and showing how offers compare to competition
  • Specific talking points used by bankers to win and retain deposits without resorting to rate matching
  • Optimal approaches to using a “back-pocket” savings account to keep deposits from leaving


Reference Materials at:



Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers

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