9 Class Hours

Instructor: Chris Carlson

This class is unique because it is both sales and credit training together and is tailored for all bankers who have contact with business owners. It discusses how to call on and effectively serve small business clients and build and sustain relationship banking. It is both practical and hands-on, as it uses actual case experiences and role plays to reveal the problems of entrepreneurs and gives bankers the tools to understand and communicate with non-financially oriented owners or managers of businesses with sales under $15 million. This course provides insights into small business owners’ expectations and attitudes that will help create the ability to add value to customer relationships.

Annual School Session

Second Year Core Course

General Management & Technology Track