This AIB course provides participants with an undertaking of general banking needs, and enables them to recognize potential non-credit needs. It discusses common deposit and non-credit products and needs by focusing on the benefits to the small business customer. Special emphasis is placed on connecting the needs of different bank products with the life cycle of the business.

 

Audience

Personnel new to the small business market who are responsible for servicing small business customers.

Learning Objectives

After completing this course, students will be able to:

• Explain the role of the banks in helping small business customers
• Describe the features and benefits of business products and services
• Compare and contrast features and benefits of products and services available to small businesses
• Identify the life stages of a small business and the products and services each will need.

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)