Description
This suite of two courses, two exercises and two toolkits explore the unique characteristics of the small business market that make it an attractive source of potential business for your bank. Develop an understanding of the overall relationship between the borrowing cause, loan purpose, and repayment source to better understand small business clients’ credit needs. Completing this suite develops 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.
- Knowing Your Small Business Clients
- Knowing Your Small Business Clients – Apply What You’ve Learned
- Communicating Credit Decisions
- Closing the Sale – Apply What You’ve Learned
- Small Business Borrowing – Learner Toolkit
