Small Business Borrowing
ABA SELF-PACED ONLINE TRAINING
Describes the characteristics of the small business market that make it an attractive source of potential business. This course explores the overall relationship between the borrowing cause, loan purpose, and repayment source to better understand the small business client credit needs. This course also explains the key steps to effectively communicate credit decisions to clients.
Audience: Bank personnel responsible for selling credit products to the small business customer and/or responsible for identifying sales opportunities and referring small business lending prospects to the appropriate bank contacts.
Learning Objectives:
- Describe small business market characteristics
- Identify borrowing causes, loan purposes, and repayment sources
- Effectively communicate approvals, counter-offers, and declines
This course applies to the Small Business Banker Certificate.
The New York Bankers Association is a Local ABA Training Provider.
Questions: NYBA Professional Development at
(212) 297-1679 or
[email protected].