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Webinar: Credit Boot Camp -- Credit Analysis to Drive Relationship Enhancement (MP4)

Webinar: Credit Boot Camp -- Credit Analysis to Drive Relationship Enhancement (MP4)

Price:

$319.00 - Webinar: Credit Boot Camp -- Credit Analysis to Drive Relationship Enhancement (MP4)

$219.00 - Webinar: Credit Boot Camp -- Credit Analysis to Drive Relationship Enhancement (MP4)

Description

Recorded: May 11, 2018

Length: 60 Minutes

Summary: Credit is a key need of businesses. Bankers gather financial information to assess the risk of making that credit available. Most bankers treat these customer interactions as a “yes” or “no” activity. In today’s competitive financial world a bank needs to have a competitive advantage. This workshop will provide tools for bankers to provide a “no, but” response to customers and prospects. Rather than saying “no” and ending the potential for future contact a “no, but” that provides viable solutions to the customers problems the banker is keeping open the door for future contact.

Topics for discussion are:

  • Discuss the Cash-to-Cash Cycle and its use in identifying financial needs of the business.
  • Introduce solutions for each financial need of a business.
  • Provide tools for bankers to provide as options for each financial need.

Benefits: Focus of the webinar will be on better understanding where businesses need cash to support key business activities. The webinar will provide resources the banker can use to offer options to customers for addressing those cash issues and improving the overall performance of their business.

Who Should Attend: Participants benefitting from this webinar would include:

  • Commercial Loan Officers
  • Branch Managers working with Small Business Owners
  • Marketing or Product Specialists wanting to become aware of expanded financial opportunities with customers

Presenter: Jeff Judy, Jeff Judy & Associates

Pricing:
ICBA Members: $219
Nonmembers: $319

1 CPE Credit

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