20min | Credit: 0.5 CFMP
This suite of three courses, one exercise, and one toolkit enables you to meet your small business clients’ expectations by developing your product and market knowledge. Learn about the features and benefits of credit products, retirement products, and treasury management products so that you can effectively match products with your clients’ needs, and clearly explain your recommendations. An interactive practice opportunity and additional reference materials assist with retention and on-the-job application. *Only available as a suite.
Audience: Bank personnel who are responsible for selling credit, retirement, and treasury management products and services to the small business customer and/or responsible for identifying sales opportunities and referring small business lending prospects to the appropriate bank contacts.
- Presenting Credit Products
- Presenting Retirement Products
- Presenting Treasury Management Products
- Small Business Products – Apply What You’ve Learned
- Small Business Products – Learner Toolkit