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.