Calling on Small Business Customers

Calling on Small Business Customers


Price: $95 members; $130 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. A Learning Extension is available for this course. Call or email for details.
Course Description:  Calling on Small Business Customers provides instructions on how to plan effective calls with small business clients.  The course teaches the steps in the Call Planning Model.  For practice, students will walk through calls involving fictitious and actual clients.  This course also offers the opportunity to practice planning calls with a high degree of skill and confidence.
Audience:  Bank personnel responsible for face-to-face small business customer calls.
Learning Objectives:  After completing this course, students will be able to:
  • Explain the importance of planning calls and setting call priorities.
  • Identify call situations and associate them with the four call types: Introductory, Profiling, Presentation, and Follow-up.
  • Summarize and apply the steps in the Call Planning Model
Prerequisites:  There are no prerequisites for this course.  This course builds on the student’s experience and skills in using a needs-based selling cycle.  A basic knowledge of business/consumer products and services would also be helpful.
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008