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Introduction to Banking Relationships Course

Introduction to Banking Relationships Course
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.
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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