Growing Small Business Relationships Suite
Course Number: ABA
Course Code: ABA
This suite of two courses, one exercise, and one toolkit focuses on best practices for identifying and acting on opportunities to service and grow your small business client relationships. Learn how to build solid partnerships by monitoring business and financial information and by conducting site visits.
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
- Monitoring Small Business Relationships
Discover resources for monitoring business information, and get tips for tracking information using the client profile and conversation register. Learn best practices for identifying and acting on opportunities to service and grow your small business client relationships.
- Conducting Site Visits
See how to properly conduct a site visit. Get sample questions that can help you conduct your review of the people you meet and the business your client runs.
- Growing Small Business Relationships – Apply What You’ve Learned
Practice monitoring information and conducting site visits that solidify your client relationships.
- Growing Small Business Relationships – Learner Toolkit
Investigate practical applications to increase learning retention, with additional reference materials.
The estimated time to complete each of these three courses and exercises is approximately 12 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