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.What our students say
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