Southeast Regional Center for Financial Training, Inc.    

AIB Servicing & Growing Small Business Relationships (AIB-4284)

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Servicing and Growing Small Business Relationships introduces students to activities involving small business customers to effectively protect bank assets and expand the small business customer relationship. Some activities include monitoring financials and information after the sales, and conducting site visits on the four business types: Manufacturing, Wholesaler, Retailer, and Service.

Delivery Options

In-Person, Self-Paced Online

Audience

Bank personnel who are responsible for managing and growing a portfolio of small business customers.

Learning Objectives

After completing this course, students will be able to:

• Explain the importance of following up after a sale has been made.
• Identify routine functions that turn into opportunities to service and grow small business relationships.
• Implement a strategy to conduct routine follow-up on small business customer relationships.

Enrollment Form

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