From the course: Banking Basics: What Every Business Leader Must Know

Build a strong banking relationship

- When it comes to banking, you might assume all you need is a place to stash your cash and then access it when you need it, right? The reality is, banking is much more than it seems on the surface, especially if you're an entrepreneur, a key employee, a consultant, or an advisor like a CPA or an attorney. Knowing how to get the most from your bank is a must. The problem is, banking is confusing and makes us feel overwhelmed and intimidated when we try it. Hi, I'm Hailey Margetta, a senior vice president lender, or banker for short. If funding, growing, and protecting your company is important, let me show you how to unlock the power of your banking relationship. Let's get started.

Contents