Case study: Small Business Banking Initiative: Financial Services
Charles Schoenkin
Charles Schoenkin

Regional bank


A regional bank specializing in consumer banking wanted to evaluate the opportunity of profitably entering the small business market and then develop a plan to introduce small business products and services.


I managed an initiative to evaluate small business market potential in bank’s footprint, determine market needs, and worked closely with departments across the bank to develop strategic marketing plans and create products and services designed to meet the needs of the market. Incorporated third party proprietary sources to facilitate acquisition of new customers and maximize penetration of existing customers. Developed a tracking and incentive program for retail branch staff and sales force.


The result was a successful roll-out of a new small business banking department.