Talking Business with Small Business®:
Business acumen and sales, conducting more effective, productive business sales calls based on deeper understanding of business cash flow and small business loan, deposit, and cash management products.
The Way Forward
Conversations during or after public health challenges, natural disasters, or other disruptions. Identify business owner concerns and needs. Offer bank services and network capabilities to help. Be a guide. Be a resource.
Building Bridges: Capturing Mixed Small Business Households:
For branch managers and small business bankers, learning how to bridge consumer and small business sales conversations, cross sell more, and increase relationship profitability.
Conversations with Clients:
Coaching consumers and individuals to clarify their goals and financial needs. Connect, access, recommend, and expand conversation to ensure they’re using the right financial tools when they need them.