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Banking Basics: What Every Business Leader Must Know

You can save your business a lot of time and stress if you cultivate a good relationship with your bank. In this course, banking expert Hailey Margetta explores how to build a strong banking relationship. Hailey helps you understand where your business fits into the bank ecosystem and how you can identify the right bank for you and get to know your banking team. She explains two frequently used types of business loans, as well as the basics of revolving lines of credit and term loans. Hailey goes over what you should know about loan approval and loan documents. She also dives into treasury management and the business documents your bank will need. Plus, Hailey offers actionable next steps that you can take in finding a bank where you can build a solid banking relationship.

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