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Introduction to Banking Relationships Course

Introduction to Banking Relationships Course
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 workload
Workload: between 4 and 360 hours

What our students say

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

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