Program Description:
This course addresses activities involving small business customers to effectively protect bank assets and expand the small business customer relationship. Activities include monitoring financials and information, and conducting site visits on the four business types: Manufacturing, Wholesaler, Retailer, and Service. Group discussions include turning routine follow-up activities into opportunities to grow the relationship. Participants develop a personalized strategy to conduct routine follow-up activities with customers.
After successfully completing this course, the student will be able to:
- Explain the importance of following up after a sale has been made
- Identify routine functions that can turn into opportunities to service (protect) and grow (expand) small business customer relationships
- Describe the benefits of monitoring financial statements and information on small business customer relationships
- Describe the benefits of conducting site visits on small business customer relationships
- Implement a strategy to conduct routine follow-up on small business customer relationships
Who Should Attend:
Bank personnel responsible for managing and growing a portfolio of small business customers.
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