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SERVICING AND GROWING SMALL BUSINESS RELATIONSHIPS

Self-paced online course - ABA eLearning  (length: 1 hour)
Price: $95 members; $130 non-members
Print Registration Form     Enroll Online
This course is also available at discounted prices under an annual license.  A Learning Extension is available for this course. Call or email for details. 

Course Description:  This course teaches students techniques to extend the business relationship beyond the initial sale. It 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.  Note:  This course builds on the student's experience and skills in using a needs-based selling cycle.  A basic knowledge of business/consumer products and services would be useful.

Learning Objectives:  After completing this course, students will be able to:

·         Describe small business fundamentals.

·         Explain the benefits of following up after a sale.

·         Act on opportunities to service and grow small business client relationships.

·         Monitor client relationships by analyzing financials, client records, and resources.

·         Explain the benefits of conducting site visits.

·         Probe to uncover facts on the people and business components during a site visit.

For further information, please call NYBA Professional Development at 212-297-1679 or elegg@nyba.com.

The New York Bankers Association is a Local ABA Training Provider.

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