Southeast Regional Center for Financial Training, Inc.

 

 

 

AIB Small Business Banking Certificate

The AIB Small Business Banking Certificate is primarily for relationship managers who need the skills to build a relationship-centric sales approach, engage customers to better understand their needs and appropriate solutions, handle objections, plan and execute the perfect sales call, and manage relationships post-sale. This curriculum provides an approach to building trusted relationships with business banking customers – as a means to both retain and grow your current book of business. And to attract new accounts from business customers of other institutions who may feel their needs are not being fully met. It focuses on the process needed to identify sales prospects and close the deal, and not on making the credit decision.

Price

$595

License Option

Courses are also available at discounted prices under an annual license. Learn More

Course Credits

AIB: 1.00 ; ICB: 0

Prerequisites

None

Required Software

None

Optional Software

Adobe Acrobat Reader and RealPlayer

 

All courses must be successfully completed in order to earn the AIB Small Business Banking Certificate.

o        Banking Today

o        Calling on Small Business Customers

o        Credit Products for Small Businesses

o        Deposit Products and Services for Small Businesses

o        Fundamentals of Small Business Banking

o        Introduction to Analyzing Financial Statements

o        Personal Tax Return Analysis

o        Relationship Selling to Small Business Customers

o        Servicing and Growing Small Business Relationships

o        Small Business Borrowing

 

 

 

 

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834