Relationship Banker Financial Management

Relationship Banking requires more than providing the lowest rate or the best terms.  Today's banker must have both the financial acumen and business acumen to truly understand the CEO's or Business Owner's situation in order to make the proper assessment and recommendations.

RELATIONSHIP BANKER FINANCIAL MANAGEMENT is the foundational course that has been taught to tens of thousands of bankers all across the country.  This course provides your bankers with a greater understand of C&I Lending so they can add value in their conversations with both prospects and customers.  These conversations quickly establish the credibility and expertise of your banker, allowing them to escape the commoditization and pricing traps.  Topics include:

• Understanding Your Value Proposition
• Understanding Financial Statements
• Ratio Analysis
• Working Capital Cycle
• Valuation
• Cash Flow
• Structuring Debt
• Exit Strategies For The Business Owner
• Business Development Techniques
• Maximizing Conversations With Prospects And Customers

Contact Chris Carlson at [email protected] for a comprehensive look into RELATIONSHIP BANKER FINANCIAL MANAGEMENT.