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Introduction to Banking Relationships Course

Introduction to Banking Relationships Course
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 get ready for client meetings, pose the right questions, and listen well to reveal goals, risk tolerance, and service needs. Learn to examine financial statements, pick out warning signs, align products with requirements, devise a 12-month engagement plan, manage grievances, and communicate plainly to foster trust and enduring, lucrative relationships.

Elevify advantages

Develop skills

  • Small-business credit fundamentals: underwrite, evaluate risk, and identify red flags swiftly.
  • Financial statement analysis: interpret P&L, balance sheet, and cash flow confidently.
  • Client needs discovery: ask sharper questions and reveal genuine banking requirements.
  • Trust-building communication: manage complaints, difficult updates, and pricing smoothly.
  • 12-month relationship strategy: outline products, interactions, and KPIs for expansion.

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

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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

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