Branch Banking Retail and Small Business

Definitions for retail lenders and small business lenders can vary considerably. In general, a retail lender lends to individuals rather than institutions whereas a small business lender by definition will make small business loans.

Contact Tom Carlin


(914) 834 4555


Branch bankers and small business lenders are often not confident with financial statements and tax returns. They need to be able to leverage their sales culture with the technical skills necessary to fully understand a customer cash flow cycle.

Our classes give them the skills and confidence to ask the right questions to uncover financial needs.


If you want more information about how we can help your organization maximize your credit training effectiveness, please contact us at:

1889 Palmer Avenue, Suite 1
Larchmont, NY 10538
Tom Carlin (914) 834 4555

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