TOPIC: Training

Training for Small Business Bankers

Employee at a bank ($646MUSA)
We are working on building a training program for our Universal Banker III position, which will be a small business banker. We've found that many of our experienced UBs are great wil building relationships with customers but don't have a lot of experience asking the right questions to business owners, or even knowing what it takes to run a small business and what concerns they might have. We'd like to design a program that helps them understand how small businesses run. What resources are you using to train your small business bankers? Does anyone have a training outline they're willing to share or any deliverables? Thank you!