Length: 60 Minutes
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.
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
Should Attend: Participants benefitting from this webinar
- Branch Managers working with Small Business Owners
or Product Specialists wanting to become aware of expanded financial
opportunities with customers
Presenter: Jeff Judy, Jeff Judy & Associates
ICBA Members: $219
1 CPE Credit
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