Calling on Small Business Customers

Course Number: CSBC1

Course Code: ABA 004

Provides guidelines on how to plan effective calls with small business clients. Explores the steps in the Call Planning Model and focuses on gathering resources and identifying goals for the call, and the steps to strategize the actions to take during the call.

Learning Obj​​​​ectives:
After completing this course, students will be able to:

-Identify the importance of planning calls and setting call priorities

-Use the Relationship Selling Model and the Call Planning Model as tools for building and maximizing client relationships

-Develop action strategies to help you successfully close a call and build a strong business relationship

Audience: Bank personnel who are responsible for face-to-face small business customer calls

Prerequisites: n/a

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Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: ABA Certificates​: This course applies to the Small Business Banker Certificate​​​.

Length: 1 hour 30 minutes

ABA Training