The Face of Your Bank.
- Are your Relationship Managers Achieving their sales goals every month?
- Are they retaining your clients?
- Are they minimizing the Bank's risk?
To your corporate clients, your Relationship Managers are your bank. In order to be successful, you need properly trained Relationship Managers who can meet the Bank's sales goals while protecting the Bank from undue risk. Achieving Relationship Manager Excellence will give your Relationship Managers the skills they need to maximize profitability and minimize risk.
To find out how Achieving Relationship Manager Excellence can meet your training needs click here. Or call, toll free, 888-433-2666.
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What’s The Course Like?
Achieving Relationship Manager Excellence begins with an overview of the corporate banking industry, and then addresses the tasks and responsibilities of Relationship Managers. Participants learn a model for successfully communicating with coworkers and clients while providing outstanding sales and service. They learn how to sell corporate banking products and how to increase market and wallet share. They'll also learn how to review client profiles and financials and how to reduce risk to the Bank.
Achieving Relationship Manager Excellence may 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. Or call, toll free, 888-433-2666.
What's Covered In The Course?
- Orientation to Corporate Banking
- Corporate Banking Products and Services
- Client Care
- Selling Corporate Banking Products and Services
- Analyzing and Segmenting Your Market
- Business Development
- Financial Analysis
- Risk Management
- Compliance
What Are The Benefits?
- Increased sales.
- Increased client retention.
- Decreased risk.
For more information about Achieving Relationship Manager Excellence, or other programs like this, or to find out how The Edcomm Group Banker's Academy can customize any training program, contact a representative by clicking here. Or call, toll free, 888-433-2666.
What About the Bank's Policies and Procedures?
No problem. Our training program is fully customizable. We can include your products, your policies and your procedures.
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.
To learn more about becoming Banker's Academy Certified in Achieving Relationship Manager Excellence Contact one of our qualified representatives by clicking here. Or call, toll free, 888-433-2666.
This program taught me how to increase my sales to both new and existing clients. I also learned how to properly review my clients' financial statements so that I can create the best portfolio and decrease risk to the Bank.
J.H.
Relationship Manager
Bank name withheld
