Small Business Banker
OnLine Training Course
Designed for Branch Managers, BDO’s and Small Business Lenders
Understand and Identify Small Business, Refer More Clients, Book More Loans
15 Video Sessions
Accompanying Workbook, 51 Exhibits, Senior Manager Guide, Downloadable. NO Exams, NO Homework, NO Projects, NO Extra Meetings, NO Travel…Just Click & View!
Identify and Book More Small Business Loans
The Fundamentals and Essentials of Small Business Development and Small Business Lending
1.) Introduction to Small Business Development and Small Business Lending
2.) Defining & Managing your GOALS, your ROLE, and Doing What Your Boss Wants.
3.) Identifying your Target Markets and Customer Base.
4.) Identifying your Target Markets and Customer Base (part 2).
5.) Filling and Managing your Pipeline – The 7 Steps.
6.) Prospecting (Business Development) for Small Business (part 1).
7.) Prospecting for Small Business (part 2).
8.) 20 Essential Business Development Tools.
9.) Effective Customer Calls, Business Entities, and Cross Selling Bank Products & Services.
10.) Analyzing Financial Statements (10 Basic Elements). Recognizing the Key Items for your Loan Analysis.
11.) Cash Flow – Statement of Cash Flows.
12.) Underwriting Guidelines and Small Business Loan Approvals.
13.) Small Business Write-Ups and Loan Covenants.
14.) Making Loan Proposals & Closing Small Business.
15.) Post-Loan Servicing, Recognizing Bad Loans.