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    Effective Credit Conversations

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    What is Effective Credit Conversations?

      Small business relationship managers play dual roles: customer-oriented salesperson and risk-averse lending professional. Effective Credit Conversations equips them with a systematic approach for balancing these roles as they meet with business owners to uncover needs, develop and share financial insights, and discuss solutions.
      This blended learning solution begins with a short eLearning course that introduces the Credit Conversation Strategy, our unique approach to building high-value relationships. After they have successfully completed the eLearning course, participants are eligible to attend the two-day Effective Credit Conversations: Skills Application Lab, a facilitated training event where they’re able to devote their time to intensive practice.

    What will you learn by taking this course?

    • Engage a business owner in a conversation about the business’s strategies, goals and operations to lay the groundwork for thorough needs and financial analyses
    • Develop financial insights that reveal a business’s strengths and weaknesses and its potential needs
    • Share financial insights with the business owner
    • Position solutions in a straightforward and benefit-focused manner
    • Communicate declines in a constructive manner that sets the stage for a future relationship

    With Moody's Analytics eLearning:

    • You will remain engaged in training, thanks to our interactive, multimedia lessons and quizzes
    • You elevate your professional currency by completing a course from a globally recognized leader in the credit training space
    • You develop skills you can immediately apply on the job, instantly transforming your performance

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