To assist in business development tracking and client needs of Treasury Management deposits, a new field has been added to Xperience > StreamLine.
Line 26 (Treasury Mgmt Banker) is now a required field for all new Treasury Management deposit accounts. A Relationship Manager/Business Banker or Treasury Management Banker will inform the associate opening the account to add the appropriate code.
- In the Treasury Mgmt Banker field press F4 or click the prompt
to choose the correct Treasury Management Banker from the listing.