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BEST! Relationship Management Training

BEST! Relationship Management Training Teaches How To Maximize All Customer Relationships To Achieve The Bank's Goals.

Relationship Management: The Key To Increasing Sales

Successful banks are built on strong customer relationships. These customer relationships are created by trained relationship managers who are able to build trusting customer relationships while balancing sales and service to achieve the Bank's sales goals.

The BEST! Relationship Management Training Program

Based on global best practices in relationship management training, the BEST! Relationship Management Training Program provides your employees with the knowledge and skills they need to be the best they can be. Comprehensive training includes:

  • Introduction to Relationship Management Training
  • Roles and Responsibilities of Relationship Managers Training
  • Bank Products and Services Training
  • Types of Customers Training
  • Communicating with Customers Training
  • Building Trust Training
  • Motivating Customer Training
  • Bank Sales Training
  • Negotiation Skills Training

The BEST! Relationship Management Training Program may be deployed as eLearning, classroom or blended program, with comprehensive skill development using case studies, activities, role-plays, evaluation and testing, and final relationship management certification followed by mentoring and ongoing OJT. The program is completely customizable with the Bank's standards, policies and procedures, or it can be deployed as off-the-shelf training.

To learn more about how your bank can maximize the potential of its relationship managers, click here.


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BEST! Relationship Management Training