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LinkedIn Learning

Banking Basics: What Every Business Leader Must Know

via LinkedIn Learning

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Overview

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Learn how to build a strong banking relationship for your small business.

Syllabus

Introduction
  • Build a strong banking relationship
1. Building a Banking Relationship
  • Benefits of a real banking partnership
2. The Banking Ecosystem
  • Where you belong in the banking ecosystem
  • Identify the right bank for you
  • Get to know your banking team
  • Get to know your banking products
3. Banking and Lending
  • Two types of loans businesses use frequently
  • The basics of revolving lines of credit
  • The basics of term loans
  • What you should know about loan approval
  • What you should know about loan documents
4. Understanding Treasury Management
  • What is treasury management?
  • The business documents your bank will need
Conclusion
  • Practical next steps for business banking

Taught by

Hailey Margetta

Reviews

4.7 rating at LinkedIn Learning based on 167 ratings

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