CFTEA

Growing Small Business Relationships Suite (ABA)

GROWING SMALL BUSINESS RELATIONSHIPS SUITE (ABA) – Course Code A1112SP

This course addresses activities involving small business customers to effectively protect bank assets while expanding the customer relationship. Activities include monitoring financials and information after the sale, and conducting site visits on the four business types: Manufacturing, Wholesaler, Retailer, and Service.

After successfully completing this course, you 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.

CFT

Clients Who Trust Us

Signup for our newsletter and be the first to know about new courses and discounts:
  • This field is for validation purposes and should be left unchanged.