Triad Business Bank’s physical offices will be closed Wednesday, June 19th for the Juneteenth holiday. We will process during normal processing hours on Thursday, June 20th. Please use alternative methods of banking during the holiday including Personal Online Banking and Treasury Online.

 

CTP Certification Q&A: Robin Gailey

 

 Triad Business Bank has a team of talented professionals, many of which desire to expand their industry knowledge to assist our clients better. This Q&A features Robin Gailey, a Senior Treasury Operations Analyst at Triad Business Bank, as she shares her experience of becoming a Certified Treasury Professional.

Q: What led you to your current position in banking? 
Robin: After several years as a Commercial loan assistant, I was driven to take my skills to the next level and reached out to my contacts for their advice on my next steps. This led me to the role in Treasury at Triad Business Bank.

Q: Tell us what a CTP certification is.
Robin: The Certified Treasury Professional certificate creates better marketability by increasing competency in liquidity, capital, and risk management functions.  I approach each client consultatively to ensure I understand their business and can offer the appropriate products.

Q: What are the benefits of CTP certification for our clients?
Robin: The CTP gives an understanding and knowledge of how Treasury professionals in the corporate world maintain optimal cash positioning through forecasting, short-term investing, and borrowing activities. My role is to educate clients on how payment systems and internet technologies can help them efficiently manage assets, liabilities, and the transfer of funds while maintaining risks. The continuing education helps to keep me abreast of the current trends.

Q: What is the best advice you can give a client when they are looking for a Treasury banking partner?
Robin: Look for a Treasury professional that is interested in relieving your pain points. Clients are looking for proven and ethical professionals. At Triad Business Bank we believe in a consultative approach with all clients.

 

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