Online Course

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Event Date Mon Nov 30 EST (about 1 year ago)
Location Online Course
Region All

Building Customer Relationships is a 4-week course that 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.

This course is designed for anyone who needs an introduction to banking, whether just starting a career or a more experienced professional from a different industry.

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