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

Fundamentals of Small Business Banking

Course Description:
Fundamentals of Small Business Banking presents how to build successful relationships with small business clients by gaining knowledge of the small business market. This course focuses on how small businesses have different needs at different stages of their operating and business cycles. This course provides the opportunity to learn these stages and apply the knowledge when dealing with small business clients that is key to meeting their financial needs.

Audience:
Bank personnel who have had limited exposure to the small business market but are responsible for servicing or selling to small business customers.

Learning Objectives:
After successfully completing this program, you will be able to:
  • Identify common characteristics of small business markets
  • Describe different business legal structures
  • Identify common characteristics of small business markets
  • Match business products and services to business cycles
  • Compare the operating cycles of various business types
  • Identify the life stages of businesses

Course Credits: AIB: 0.25 ; ICB: 2.75

Prerequisites:
None, although familiarity with general banking practices is recommended

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