Deposit Products and Services for Small Businesses


Description: Deposit Products and Services for Small Businesses provides an understanding of general banking needs. This course discusses common deposit and non-credit products by focusing on the benefits to the small business client. Special emphasis is placed on connecting the needs of different bank products with the life cycle of the business.

Audience: Bank personnel who are new to the small business market and who are responsible for providing services to small business customers.  

Learning Objectives: After completing this course, students will be able to:

  • Define the small business market and identify the banking needs of small business clients

  • Explain the importance of small business clients to banks

  • Describe the features and benefits of business products and services

  • Identify the life stages of a small business and the products and services that target the small business client’s needs