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

Small Business Borrowing

Course Description:
Small Business Borrowing provides insight of why the small business market is desirable to lenders and what small business owners expect from their financial service providers. The market knowledge section of the course discusses borrowing causes, loan purposes, and repayment sources. This course explains the importance of the small business borrowing knowledge necessary to be a resource for small business clients.

Audience:
Bank personnel who are responsible for selling credit products to the small business customer and/or responsible for identifying sales opportunities and referring small business lending prospects to the appropriate bank contacts.

Learning Objectives:
After successfully completing this program, you will be able to:
  • Describe small business market characteristics
  • Identify borrowing causes, loan purposes, and repayment sources
  • Communicate approvals, counter-offers, and declines effectively


Course Credits: AIB: 0 ; ICB: 1.0 CPB

Prerequisites: None, although knowledge of the bank's retirement products is helpful

Required Software: None

Optional Software: Adobe Acrobat Reader and RealPlayer

Cost: Members $195   •   NonMembers $295

License Option: Courses are also available at discounted prices under an annual license.


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