Fundamentals of Small Business Banking Suite
Course Number: ABA
Course Code: ABA
This suite of two courses explores the characteristics, expectations, and operational needs of small businesses. Explore different small business types to better understand your clients and the products and services that they typically need.
Completing this suite helps develop the key skills needed to create and sustain successful small business relationships. Through a blended-learning approach with micro-lessons, practice exercises and toolkits, lessons can be applied on the job immediately.
*Only available as a suite
- Small Business Basics
Explore the different small business industry types and their corresponding traits and financial needs.
- Small Business Operating and Life Cycle
Learns the steps of the operating cycle. Gain insight into detecting a small business owner’s banking product needs during each step of the operating cycle and life cycle.
The estimated time to complete these two courses is approximately 45 minutes. Students have access to the curriculum for one year from date of purchase.
Audience: Universal Bankers, Personal Bankers and Commercial Lenders looking to expand their portfolio; Community outreach personnel; Bank personnel who are responsible for servicing or selling to small business customers