OVERVIEW
This Module teaches participants how to communicate effectively with small business owners. Participants learn the skills needed to confidently discuss goals, operations, challenges, and opportunities in meaningful ways, and recommend solutions aligned with clients’ needs.
RESULTS & BUSINESS BENEFITS
Upon completion, participants will be able to:
- Recognize a small business owner’s needs and ask meaningful, productive questions about the business
- Identify cross-selling opportunities presented by the business owner’s everyday challenges
- Understand the fundamental information to be gained from financial statements and income tax returns
- Effectively position your products to address the unique needs of small businesses
- Communicate the benefits of your financial solutions using small business terminology
WHO SHOULD ATTEND
All new staff in credit,
- Branch managers,
- Assistant Branch managers,
- Small business credit officers,
- Relationship officers.