Banking Course Listings

Advancing Customer Connections

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Equip branch bankers and managers to prepare for and execute scheduled follow-up meetings that further advance customer relationships and deliver on your organization’s promise of exceptional service.

Building Customer Connections

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Equip your branch bankers and managers with the skills they need to build stronger connections with and earn more business from customers visiting the financial center.

Consumer Lending Training

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Learn to use the Decision Strategy™ to evaluate consumer loan requests and to propose appropriate loans and collateral that both meet customer needs and manage risks.

Creating Customer Connections

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Equip your frontline staff to create memorable customer experiences that will differentiate your organization from its competitors and increase the number and quality of referrals to other lines of business.

High-Impact Prospecting and Networking

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Learn how to improve business customer prospecting by building a network of centers of influence, skillfully prioritizing leads, and successfully converting telephone calls into appointments.

Loan Documentation Training

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Learn how to thoroughly and accurately evidence business and consumer loan transactions, including commercial real estate-secured loans and home equity loans and lines of credit.

Performance Planning Session

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Define your retail organization’s sales, service, and management priorities and build organizational alignment around the path forward as you prepare to launch a retail training initiative.

Understanding Personal Cash Flow

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Learn to analyze complex personal financial statements and personal tax returns in order to evaluate a borrower’s financial condition and cash flow available to service debt.