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Banking Relationship Management Course

Banking Relationship Management Course
from 4 to 360h flexible workload
valid certificate in your country

What will I learn?

The Banking Relationship Management Course gives you practical skills to deepen client relationships, boost wallet share, and improve day-to-day performance. Learn segmentation, cross-sell strategy, product bundling, and digital engagement, while staying compliant with key regulations. Build a 6-month roadmap, track clear KPIs, and apply simple tools to drive sustainable, measurable growth across your portfolio.

Elevify advantages

Develop skills

  • Retail banking product mastery: quickly match clients with the right solutions.
  • Client segmentation tactics: target high-value customers using real bank data.
  • Cross-sell and bundling playbooks: boost wallet share with timely offers.
  • Omni-channel engagement: blend digital tools and branch touchpoints for impact.
  • Compliance-first selling: apply AML, KYC, and suitability rules in daily sales.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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