Sales, Onboarding, & Servicing Support
Accelerate Your Growth. Support Your Businesses.
Tru Treasury is your behind-the-scenes team for sales, onboarding, and servicing. We help credit unions and community banks deliver an exceptional experience—so your team can focus on building relationships, not managing workflows.
Trusted by Credit Unions & Community Banks Nationwide
No Treasury Team? No Problem.
Our treasury professionals with knowledge and expertise to scale your program.
SALES
Get Deals, Not Headaches
Close more business accounts without stretching your team. We plug into your existing sales motion, help pitch the right treasury solutions, and bring real revenue to the table.
What we do:
- Train your team to talk treasury confidently
- Equip you with simple, effective sales tools
- Guide your pricing and proposals
- Join calls to help win business clients
ONBOARDING
Make It Easy After “Yes”
New clients expect speed and clarity. We deliver both. Our onboarding team sets up services, teaches clients how to use them, and gets things running fast.
What we do:
- Handle onboarding from A to Z
- Tailor every setup to the business’s needs
- Integrate with key platforms
- Train users to be confident and self-sufficient
SERVICING
Real Help When It Counts
Support that shows up, even after the sale. We manage every client question, tech issue, or change request, so your team can stay focused on building business.
What we do:
- Provide treasury-trained client reps
- Resolve issues quickly and clearly
- Track performance and usage trends
- Proactively improve the client experience
We appreciated how collaborative and knowledgeable the Tru Treasury team was throughout the process. We consider them an extension of our team and their expertise equipped us with the tools needed to develop innovative, forward-thinking solutions to meet our members’ needs. These efforts not only drive growth and support efficiencies for our business members but also create a meaningful, positive impact on the communities we serve.
Paige Wesolowski, Director of Commercial Treasury and Deposits
Run Like a Big Bank, Without Acting Like One
Let us provide your full-service sales and onboarding support so your team doesn’t have to.
The impact is shown in the numbers
frequently asked questions
Have more questions? Explore our FAQs below or contact us for further assistance.
Tru Treasury provides end-to-end treasury management solutions—from program design and product development to onboarding, sales training, and member servicing. We help you build, grow, and optimize your commercial banking capabilities.
Treasury Management services position your credit union as a partner in business growth. They help attract and retain commercial members, diversify deposits, deepen lending relationships, and compete with larger banks.
Treasury Management refers to a suite of financial services designed to help businesses manage their cash flow, payments, collections, liquidity, and financial risk. It’s essential for businesses that want to streamline operations, gain real-time visibility, and improve control over their finances.
We offer hands-on webinars, virtual courses, and certification programs for your team—covering opportunity assessment, sales enablement, operational workflows, and deep-selling. We also provide ongoing support and refreshers as needed.
Most credit unions go live within 4-8 months, depending on your starting point and internal readiness. We handle the heavy lifting, ensuring a smooth rollout.
Treasury Management services position your credit union as a partner in business growth. They help attract and retain commercial members, diversify deposits, deepen lending relationships, and compete with larger banks.
Tru Treasury offers full back-office servicing, acting as an extension of your team. We take care of onboarding, troubleshooting, and relationship management, so your staff can focus on strategic growth.
