Work Smarter, Close Faster:
The Proven Playbook Top Business Bankers Use to Exceed KPIs, While Working
Less Hours
Discover insider strategies from high-performing Business Bankers around the world. Written by bankers, for bankers.
The team at Finance Business Academy has spent years in the trenches - running portfolios, chasing KPIs and navigating complex credit. We know the stress, the late nights, and the juggling act.
This eBook distills real-life, field-tested strategies used by top Business Bankers to outperform targets while reclaiming their time.
Unlike generic training programs, FINBA lessons are:
- Created by bankers who’ve done your job
- Short and focused — under 15 minutes per lesson
- One improvement at a time — so change sticks
- Supported — access to expert coaches and fellow bankers in private chat rooms
- Practical — you can apply tactics the same day you learn them
What You’ll Learn
Inside, You’ll Discover How to:
- Maintain ultimate performance without burning out
- Stay motivated and focused in a high-pressure environment
- Get off your desk and into the market where deals are made
- Take full ownership of your portfolio (and your results)
- Build a powerful personal brand — inside and outside your bank
- Deliver customer service that creates raving fans
- Attract more quality customers than you can handle
- Simplify risk analysis so you sound sharp in every conversation
- Prepare clean, fast-moving credit applications
Trusted by Bankers around the World
"Most training I’ve attended was full of fluff, but FINBA got straight to the point. Every tip I learned could be applied to my portfolio the very same day. The content was practical, not just theory, and it made a measurable impact on my performance. I’m now closing more deals with less back-and-forth.”
"Short, sharp, and immediately useful." — Kelvin, Business Banker
"Before FINBA, I was working late nights just to keep up with my targets. Their strategies helped me manage my time and portfolio so efficiently that I stopped taking work home. The result? I’ve smashed my KPIs three quarters in a row while actually having evenings free. My team has noticed — and started using FINBA too.”
"I’ve hit my KPIs three quarters in a row without extra hours." — Angela, Business Relationship Manager
A word from the author
As someone who has spent years in the trenches of relationship banking, I know the reality—you’re juggling targets, client expectations, and internal bottlenecks, all while trying not to burn out. I created the Finance Business Academy with one mission in mind: to give bankers worldwide the tools, strategies, and confidence to perform at their peak without sacrificing their sanity.
Every playbook, training, and template inside FINBA is designed to be practical and immediately usable—so that you can see results in weeks, not months. Whether you’re chasing ambitious KPIs, struggling with attracting new clients, or just want to work smarter, not longer, this program is your shortcut to getting there.
See you inside,
Jason Guy
The Banker Coach
©2025 Finance Business Academy (FINBA). All rights reserved.