Introduction to Banking Relationships Course
Master small-business banking relationships—analyze financials, spot risk, match products to needs, and build trust over 12 months. Ideal for finance professionals who want stronger client partnerships, better credit decisions, and measurable portfolio growth. Perfect for Kenyan bankers seeking to enhance client ties and drive business growth through effective relationship management.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Introduction to Banking Relationships Course equips 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 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 in the Kenyan banking context.
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 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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