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

Deposit Products and Services for Small Businesses

Course Description:
Deposit Products and Services for Small Businesses provides students with an understanding of general banking needs. This course discusses common deposit and non-credit products by focusing on the benefits to the small business customer. Special emphasis is placed on connecting the needs of different bank products with the life cycle of the business.

Audience:
Bank personnel who are new to the small business market and who are responsible for providing services to small business customers.

Learning Objectives:
After successfully completing this program, you will be able to:
  • Define the small business market and identify the banking needs of small business customers   • Explain the importance of small business customers to banks
  • Describe the features and benefits of business products and services
  • Compare and contrast features and benefits for the products and services available
      to small businesses
  • Identify the life stages of a small business and the products and services that
      target their needs

Course Credits: AIB: 0.25 ; ICB: .75 CCSP; CPB

Prerequisites: None

Required Software: None

Optional Software: Adobe Acrobat Reader and RealPlayer

Cost: Members $95   •   Nonmembers $130


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PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com