Dealing with your Bank Manager
BUSINESS SKILLS
To maximise your chances of obtaining finance from a bank, you need to be aware of the different forms of borrowing and the points banks consider when assessing a lending proposition. This course illustrates how bankers set their objectives, enabling you to negotiate effectively and develop an enhanced relationship with your bank.
Workshop Content
- Introduction to the banking world.
- Services offered by financial institutions.
- The decision process for lending.
- Preparing an application to an institution.
- Making an application.
- Checking your monthly charges.
What to Expect
You will be given an overview of the banking world and how its methods of operation can affect your business. You will leave the workshop with the knowledge of how to maximise your chances of borrowing and minimise your bank charges.
Preparation
We will contact you before the workshop to discuss what you hope to achieve on the day. If you are aiming to raise finance you should bring your business plan. If you want to reduce your bank charges you should bring your recent bank statements and financial records.
Who Will Benefit?
Anyone managing a small business who wants to make the most of their relationship with their bank.
Pre-Requisites
There are no specific pre‑requisites to attend this workshop but if you are trying to raise finance, it would be beneficial to attend our Sources of Finance workshop first.
COMPUTER SKILLS
