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AIB - SERVICING AND GROWING SMALL
BUSINESS RELATIONSHIPS
Course Description:
In Servicing and Growing Small Business Relationships, students will
learn techniques to nurture a business relationship with a small
business once it has been established. This course begins with an
overview of small business fundamentals, including the different legal
structures of small businesses, types of small businesses, and the needs
and expectations of small businesses. From there, students will learn
different types of information to monitor a relationship with a small
business: financial information, client records, and other resources.
Finally, students will learn why site visits are important and how to
uncover different kinds of information on a site visit.
Audience:
Bank personnel responsible for managing and growing a portfolio of small
business customers.
Learning Objectives:
After completing this course, students will be able to:
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Describe small business fundamentals.
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Explain the benefits of following up after a sale.
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Act on opportunities to service and grow small
business client relationships.
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Monitor client relationships by analyzing financials,
client records, and resources.
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Explain the benefits of conducting site visits.
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Probe to uncover facts on the people and business
components during a site visit.
Prerequisites:
None, although basic knowledge of business/consumer products and
services would be useful.
Course Credits:
AIB credits - 0.25;
CEU credits - 0.5
Delivery Methods:
This course is available in the following
formats:
For further information,
please call Elisa Legg at 212-297-1679 or
elegg@nyba.com.
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