Servicing & Growing Small Business Relationships

Servicing & Growing Small Business Relationships


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 Call or email for details.
Course Description:  Servicing and Growing Small Business Relationships introduces the benefits of proactively following up with small business clients through monitoring financial information, client records, and resources to extend the business relationship beyond the initial sale. This course also explains the advantages of conducting site visits and what is required to uncover employee and business information.
Audience:  Bank personnel responsible for managing and growing a portfolio of small business customers.  Note:  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 be useful.
Learning Objectives:  After completing this course, students will be able to:
  • Explain the benefits of following up after a sale.
  • Act on opportunities to service and grow small business client relationships.
  • Monitor client relationships by analyzing financials, client records, and resources.
  • Explain the benefits of conducting site visits.
  • Probe to uncover facts on the people and business components during a site visit.
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