Credit Products for Small Business


Describes the differences between credit product features and the benefits and how to communicate them to drive home the advantages to the customer. Explains how to match product needs to the customer borrowing cause, loan purpose, and business cycle clues to make the sale.

Audience: Bank personnel who are 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:

  • Distinguish between product features and product benefits
  • Describe the features and benefits of: Lines of Credit; Term Loan; Business Credit Card; Letters of Credit
  • Match small business credit products to client needs

This course applies to the Small Business Banker Certificate.

ABA Certifications: 0.75 CLBB

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.