It’s All About Relationships.
Good relationship managers know when to sell. Great relationship managers know when to sell, when to service, and how to expand their business base to make the Bank more profitable – outstanding relationship managers know how to balance all of these aspects.
Advanced Relationship Manager Excellence will give your relationship managers just what they need to become outstanding relationship managers. Building on our basic relationship manager training program, this course provides students with a real understanding of transaction banking as well as the portfolio management process.
What's The Course Like?
Advanced Relationship Manager Excellence addresses the tasks and responsibilities of the relationship manager including developing strong relationships and communicating effectively. Participants learn about the importance of cross-selling, cross selling techniques and how to use and evaluate financial statements. Text, graphics and sound, coupled with interactive scenarios, motivate the learner while increasing comprehension and retention.
Advanced Relationship Manager Excellence can be deployed as eLearning, Blended or Classroom training, using instructor-led, computer-based and role-play techniques to prepare your people to excel at their duties.
To discuss which delivery method meets your training needs, contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
What's Covered In The Course?
- The Role of the Relationship Manager
- Developing the Relationship
- Communicating Effectively
- Cash Management Services
- Treasury Products
- Trade Finance Services
- Portfolio Development
- The Cross Selling Model
- Evaluating Credit
- Establishing Risk
What Are The Benefits?
- Increased sales.
- Increased employee morale.
- Improved customer loyalty.
- Increased customer retention.
Your Policies. Your Procedures.
Advanced Relationship Manager Excellence is fully customizable. Our modular approach, combined with our experience with bank customers, products, policies and procedures, allows us to quickly and efficiently create training specifically tailored to what your people need to know to achieve great relationships at the Bank.
To learn more about course customization, click here. Or you can call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Testing, Tracking, Reports And Certification.
Administration and recordkeeping is easy through Learning Link®, Edcomm's own Learning Management System (LMS), or through any third-party LMS. When the Examiners ask, you can feel secure in the knowledge that your organization is compliant and that you can provide testing, tracking, reports and certification for each employee.
To learn more about becoming Banker's Academy Certified in Advanced Relationship Management, Contact one of our qualified representatives by clicking here. You can also call us toll free at 888.433.2666 or internationally at +1.212.631.9400.
Banks who bought this course also bought...
This course is a great addition to the basic relationship management program. Learning the basics is just the beginning, but this course goes into even further depth and explanation on being an outstanding relationship manager.
B. A.
Bank Name Withheld
