We will be discussing loans from two perspectives. Using the scenario of a call or visit from a rate shopper, we will first create entry lines that differentiate your organization. Secondly, we will be transitioning to the credit category once a Needs Assessment has been gathered in the Day-to-Day Banking and Deposits/Investments Categories.
WHO SHOULD ATTEND?
This interactive session will benefit those who lead new account representatives and those who open new accounts.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.