RMA Relationship Management Skills for Commercial Lenders 2021 | Risk Management Association (RMA) | 8 February 2021 | Virtual Event

Now offered as a virtual course, taking place in a virtual classroom setting, Relationship Management Skills for Commercial Lenders gives participants an opportunity to practice a systematic approach to managing a commercial banking customer relationship. The course introduces a relationship-building model for uncovering client needs, providing ideas and solutions, and ultimately matching the company’s needs with financial products and services.

Through a mix of discussion, small group activities, and case studies, participants are better prepared to apply the content learned when they return to their jobs.

Objectives:
Upon completion of Lending to Long-Term Care Facilities, participants will be able to:
• Identify clients’ operating and financial strategies and find appropriate products and services to assist in executing these strategies.
• Use the results of credit risk analysis to identify opportunities for the bank.
• Create and execute a client call plan.
• Develop and present a client proposal to address a company’s operating and financial objectives.

Lending to Long-Term Care Facilities is designed for practicing commercial loan officers and relationship managers who have responsibility for customer relationship development and ongoing management. This course assumes participants have a basic knowledge of financial accounting and credit analysis. The course is geared primarily to individuals working with smaller client companies.

This course assumes participants have a basic knowledge of financial accounting and credit analysis.