Introduction to Banking Relationships Course
This course provides foundational skills for building and maintaining profitable banking relationships with small-business clients, covering credit assessment, financial analysis, client engagement, communication, and strategic planning.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Introduction to Banking Relationships Course equips you with practical skills to get ready for client meetings, pose the right questions, and listen well to reveal goals, risk tolerance, and service expectations. Learn to examine financials, spot warning signs, align products with needs, devise a 12-month engagement plan, manage complaints, and communicate clearly to foster trust and enduring, 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 workloadWhat our students say
FAQs
Who is Elevify? How does it work?
Do the courses have certificates?
Are the courses free?
What is the course workload?
What are the courses like?
How do the courses work?
What is the duration of the courses?
What is the cost or price of the courses?
What is an EAD or online course and how does it work?
PDF Course