Calling on Small Business Customers


Provides guidelines on how to plan effective calls with small business clients. Explores the steps in the Call Planning Model and focuses on gathering resources and identifying goals for the call, and the steps to strategize the actions to take during the call.

Audience: Bank personnel responsible for face-to-face small business customer calls.

Learning Objectives:

  • Explain the importance of planning calls and setting call priorities.
  • Identify call situations and associate them with the four call types: Introductory, Profiling, Presentation, and Follow-up.
  • Summarize and apply the steps in the Call Planning Model

This course applies to the Small Business Banker Certificate.

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

NYBA Professional Development at (212) 297-1679 or
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Member $95
Non-Member $130

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To license this course for multiple learners, contact NYBA Professional Development.