Fundamentals of Small Business Banking Suite


This suite of two courses explores the characteristics, expectations, and operational needs of small businesses. Explore the different legal structures and business types to better understand your small business clients. Discover the different steps in each type of operating cycle and the stages of a small business’ life cycle. Completing this suite helps develop the key skills needed to create and sustain successful small business relationships. Concise, impactful lessons can be applied on the job immediately.


Audience: Bank personnel who have had limited exposure to the small business market but are responsible for servicing or selling to small business customers. 

This suite 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
Enroll Online
Member $95
Non-Member $130

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