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Register for the Course

Optimizing Relationships with Small Business Clients (ORSBC) helps you develop superior sales and service skills to win more business. This 25-30 hour eLearning course provides insight into small businesses and how to become a trusted advisor. It is on the path to the Certificate in Small Business Banking.

You learn how to:

  • Understand the traits and success factors of sustainable small businesses.
  • Outline the characteristics and motivations of an entrepreneur.
  • Explain the banker's role in meeting the client's service expectations.
  • Demonstrate effective communication behaviors and develop strategies to handle difficult clients.
  • Apply a needs-based approach to selling products and services and developing bundling strategies.
  • Explain your legal and ethical responsibilities as an advisor in the financial industry.
  • Create a service advantage for yourself and the bank by creating value for the client.

With Moody’s Analytics eLearning:

  • You gain in-depth understanding of credit theory and sector-specific factors from our relevant and current content.
  • You optimize your learning time through our engaging, industry-leading online programs with interactive multimedia lessons and quizzes.
  • You reinforce your learning when you are back on the job with Moody’s reference materials and toolkit.
  • Program sponsors can monitor participation, assess performance, and access critical details to support measuring return on investment.

Who is taking this course?

  • ​Small business lenders and relationship managers
  • ​Small business loan analysts and underwriters
  • ​Branch managers and personal bankers
  • ​Certificate in Small Business Banking candidates 
  • ORSBC is on the path to the Certificate in Small Business Banking

Product Brochure

Register for the Course