Description: This suite of two courses explores the small business client characteristics, expectations, and business operations to develop and sustain successful small business relationships. Completing this suite helps to emphasize the types, elements, and characteristics of the legal structures and business types to understand the clients’ business and industry. This suite explains the steps in each type of operating cycle and the stages of the life cycle of a business.
Audience: Bank personnel who have had limited exposure to the small business market but are responsible for servicing or selling to small business customers.
- Small Business Basics
- Small Business Operating and Life Cycles