Banking Fundamentals 3 of 3: Building Customer Relationships ILO


SKU: a5771bce93e2 Category:
Date/Time: 5/3/2021
Code: A1009ILO


Featured Courses:
Part 1 of 3:  The Banking Industry: An essential introduction to banking, informs, prepares, inspires and motivates new bankers as they embark on their new careers.

Part 2 of 3:  Bank Lines of Business: A comprehensive review of banking products and services develops an understanding of how banks continually innovate to serve customers’ needs.

Part 3 of 3:  Building Customer Relationships: Provides strategies for creating and maintaining strong bank customer and partner relationships, building critical relationship management skills that are essential to successful banking careers

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 essential to successful banking careers. (4 weeks)

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.

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


Designed for anyone who needs an introduction to banking—whether just starting a career or new to the banking industry.

Course Credits

ABA Certificates: This course applies to the Certificate in General Banking.

ACE Credits: 3.0 in money and banking or business administration. Additional courses required to earn credit.

Upcoming Dates

August 2 – August 27, 2021

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