P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Calling on Small Business Customers
Course Description: Calling on Small Business Customers provides instructions on how to plan effective calls with small business clients. This course teaches the steps in the Call Planning Model and for practice, apply them to calls involving fictitious and actual clients. This course also offers the opportunity to practice planning calls with a high degree of skill and confidence Audience: Bank personnel who are responsible for face-to-face small business customer calls. Learning Objectives: After completing this program, you will be able to:   • Explain the importance of planning calls and setting call priority   • Identify call situations and associate them with the four call types   • Summarize and apply the Call Planning Model steps Course Credits: AIB: 0.25 ICB: 2 Prerequisites: None - This course builds on the student's experience and skills in using a needs-based selling cycle. A basic knowledge of business/consumer products and services would also be useful. Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $95   •   NonMembers $130       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association