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Bank Client Advisor Training

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

What will I learn?

Bank Client Advisor Training gives you practical skills to run structured meetings, build trust, and explain products in clear language. Learn to profile needs, assess income, expenses, and liabilities, and match them with suitable accounts, cards, loans, savings, and protection solutions. Master ethical sales, negotiation, objection handling, and documentation, while meeting key regulatory, KYC, privacy, and AML requirements.

Elevify advantages

Develop skills

  • Client discovery mastery: profile needs, cashflow and risk in minutes.
  • Retail product fit: match accounts, cards, loans and savings to client goals.
  • Ethical sales and negotiation: handle objections, fees and consent transparently.
  • Advisory calculations: compare APR, simulate payments and project savings fast.
  • Compliance-ready advising: apply KYC, AML, privacy and duty-to-advise rules.

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.
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 where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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