Course

Building Customer Relationships

Description: Building Customer Relationships guides students through the strategies for earning customer loyalty, value-added sales and marketing, and creating and maintaining strong bank customer and partner relationships. It builds the critical relationship management skills so essential to successful banking careers.

Building Customer Relationships is one of three Banking Fundamentals courses that explore the principles of the banking industry. Enroll in one, two, or all three to meet your needs.

Audience: Anyone who needs an introduction to banking, whether just starting a career or a more experienced professional from a different industry.​​​​​​​​​​​​​​ 

Learning Objectives

  • Discuss how marketing, sales and service help build customer relationships
  • Discuss cross-selling and referrals
  • Identify potential bank customers
  • Explain how banks safeguard assets, prevent crime, and protect the nation’s financial system
  • Discuss laws and regulations to safeguard customer information

ABA Credit: 

4 weeks / 12 hours
Member:$215
Non-Member: $285

Locator Number Start Date End Date
24056 – BCR5 10/03/2016 10/28/2016
24057 – BCR6 10/17/2016 11/11/2016
24965 – BCR9 11/28/2016 12/23/2016
24967 – BCR10 12/05/2016 01/06/2017
24969 – BCR12 01/09/2017 02/03/2017
24970 – BCR13 01/30/2017 02/24/2017
24971 – BCR14 02/13/2017 03/10/2017
24973 – BCR15 02/27/2017 03/24/2017
24974 – BCR16 03/13/2017 04/07/2017
24975 – BCR17 03/27/2017 04/21/2017


 

Commands