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

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Introduction to Banking Relationships Course equips you with practical skills to get ready for client meetings, ask the right questions, and listen well to discover goals, risk tolerance, and service expectations. Learn how to check financials, spot warning signs, match products to needs, plan a 12-month engagement strategy, deal with complaints, and communicate clearly to build trust and long-term, 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 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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