Business Banking Managers
Small Business Coaching Skills Training
- Your Financial Expertise
- +
- Coaching Skills
- =
- Stronger Connection to the Business Owner.
Helping banking managers have more meaningful business conversations
Your managers already bring financial knowledge, banking expertise and established client relationships. Coaching skills build on that foundation, helping them better understand the challenges, decisions and opportunities facing small business owners.
Through Coaching Bootcamp and Small Business Coaching Foundations, managers learn practical coaching techniques and how to apply them in everyday conversations with business clients.
Understand the Challenges
Explore the business owner’s goals, challenges and circumstances.
Identify priorities
Ask thoughtful questions that help business owners clarify what matters most.
Support better decisions
Help clients identify their next steps and take ownership of their future.
Two Steps to Become a More Effective Small Business Advisor
First, develop practical coaching skills. Then, apply them to help small business owners make better decisions and build stronger businesses.
Learn to Coach
1
Coaching Skills Bootcamp
6
WEEK COMMITMENT
2
HOUR LIVE SESSIONS
Establish The Conversation’s Purpose
Listen For What Matters
Ask Reflective Questions
Explore Options And Decisions
Identify Actions And Review Progress
2
Learn to Coach Small Business Owners
Small Business Coaching Foundations
8
WEEK COMMITMENT
LIVE OR SELF-PACED
Owner Thinking, Learning And Decisions
Five Connected Business Domains
Systems Thinking And Cause And Effect
Appreciative Inquiry And Strengths
Possibilities → Plans → Action
What this can look like in practice
The manager contributes banking expertise while helping the owner examine the business circumstances behind the request.
SMALL BUSINESS OWNER:
“I need more financing to grow.”
BANK MANAGER/COACH:
- What Would This Growth Make Possible For Your Business?
- What Is Already Working Well That You Want To Build On?
- What Needs To Be In Place For That Growth To Succeed?
- What Will You Do Next?
Build coaching capability within your team
Develop a shared approach to client conversations.
Client understanding
Explore the owner’s goals, priorities and business context.
Practical staff development
Combine learning with coached practice, feedback and application.
A shared framework
A common language for reflection, decisions and action.
Clear follow-through
Identify next steps and create a basis for future conversations.
Human connection matters in an AI-enabled world
AI provides information and tools. Owners still need to decide what applies to their circumstances and how to act.
Business banking managers bring judgement, context and human connection. Coaching skills support the owner’s thinking and decisions.
Developed in Canada. Used by professionals supporting business owners.
Beverlee Rasmussen MA, PCC, CEC
Founder, Systems Business Coach® | Small Business Advisor Educator
ICF Professional Certified Coach
Beverlee Rasmussen is the founder of Systems Business Coach, a former BDC consultant, and the author of two books on small business success. Her research at Royal Roads University, combined with insights from more than 3,300 conversations with business owners, forms the foundation of her practical approach to small business advisor training.
For three years, Beverlee worked with Swedbank in Lithuania, helping its team strengthen relationships with small business clients. In Canada, she has worked with Community Futures organizations and trained entrepreneurship advisors in Ontario, equipping professionals with coaching skills and practical business development tools to better support entrepreneurs.
OWNER
CONVERSATIONS
COMMUNITY FUTURES
LEADERS TRAINED
A coach approach, so entrepreneurs feel seen, heard and respected as capable decision makers.
Systems thinking, so owners build repeatable processes instead of relying on heroic effort.
Appreciative inquiry, so strengths, culture and community assets are honoured and expanded.
52 core business competencies outlined in our Successful Business Field Guide, spanning leadership, operations, finance, team and marketing.
Training that fits your team’s development goals
Whether you’re developing one small business manager or an entire banking team, choose the training format that works for your organization.
Scheduled Courses
Enroll individual managers and advisors in our upcoming live online courses.
Learn alongside other professionals
Register one or multiple team members
Interactive, instructor-led training
Practical skills for immediate use
Dedicated Cohort
Bring your banking team together to develop a shared approach to supporting small business clients.
Private training for your organization
Flexible scheduling and group pricing
Practise real small business scenarios
Develop a consistent coaching approach across your team
Both courses offer ICF Continuing Coach Education credits and can contribute toward professional coaching credential pathways. Additional training, coaching experience and assessment requirements apply.
See what your team could put into practice
Meet with Beverlee for a 30-minute conversation about your business banking team, its development priorities and the training available.
See the approach firsthand and explore where it could fit.
