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In the current environment of scarce deposits and stiff competition for loans, we need a solid plan to build our portfolios. Learn how your bank can differentiate itself by using its credit policy and bank brand to target prospects to best fit its culture. Once we know the target market, what approaches produce the best return, we can calculate your potential success rate. When you meet with a prospect, making a strong impression is key. Let’s talk about how to prepare, what questions to ask, how to ask them, and the goal of the meeting. Don’t forget—managing your existing clients is just as important as bringing in new business. The key is solving your clients’ problems and adding value so they will never consider talking to a competing banker.
Learning Objectives:
Duration: 60-minutes
ICBA Members
Live: $209
On-Demand: $229
Live + On-Demand: $249
Non-Members
Live: $309
On-Demand: $329
Live + On-Demand: $449
Unlimited Webinar Pass subscription: $0
*View CPE Credit Hours in the “Who Should Attend” section.
For more information, call 800-422-7285 or email education@icba.org.
Who should attend: Commercial Lenders, Credit Analyst, Relationship Managers, Branch Managers, Private Bankers, Business Development Officers
Prerequisites: Basic knowledge of banking.
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based.
CPE Credit Hours: 1
For more information, call 800-422-7285 or email education@icba.org.
ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.
In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
President
Stevens Risk Management LLC
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As such, The Independent Community Bankers of America ("ICBA" or the "Association") has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
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