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Introduction to Banking Relationships Course

Introduction to Banking Relationships Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

The Introduction to Banking Relationships Course provides you with practical skills to prepare for client meetings, ask the right questions, and listen effectively to uncover goals, risk tolerance, and service expectations. Learn how to review financials, identify red flags, match products to needs, plan a 12-month engagement strategy, handle complaints, and communicate clearly to build trust and long-term, profitable relationships.

Elevify advantages

Develop skills

  • Small-business credit basics: underwrite, assess risk, and spot red flags fast.
  • Financial statement review: read P&L, balance sheet, and cash flow with confidence.
  • Client discovery mastery: ask smarter questions and uncover real banking needs.
  • Trust-based communication: handle complaints, tough news, and pricing with ease.
  • 12-month relationship planning: map products, touchpoints, and KPIs for growth.

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

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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