Log in
Choose your language

Bank Client Advisor Training

Bank Client Advisor Training
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

Acquire practical skills for conducting structured meetings, building trust, and explaining products simply. Learn to profile client needs, evaluate income, expenses, liabilities, and recommend fitting accounts, cards, loans, savings, and protection options. Excel in ethical sales, negotiation, objection handling, documentation, and adherence to regulatory, KYC, privacy, and AML standards.

Elevify advantages

Develop skills

  • Master client discovery: profile needs, cashflow and risk quickly.
  • Match retail products: align accounts, cards, loans and savings with goals.
  • Conduct ethical sales: negotiate transparently, handle objections and fees.
  • Perform advisory calculations: compare APR, simulate payments and project savings.
  • Ensure compliance: apply KYC, AML, privacy and duty-to-advise standards.

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 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 rich information.
WiltonCivil Firefighter

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