You’re in the Perfect Position passport process and application of the

process and application of the SAFE Act

Contractor’s background and expertise

and managing the C&I loan portfolio

Strategies for effective communication and collaboration between departments

You’re in the Perfect Position passport process and application of theCourse Overview: This course is designed for anyone interested in understanding the role of sales personnel in a financial institution. Learning Objectives: Explain the need for effective sales personnel based on increasing competition among financial institutions Describe the importance of the role of a salesperson as a consultant to prospects and existing customer(s) List four basic skills common to all successful salespeople Audience: Lending Staff