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Managing Client Relationships provides methods and techniques to develop exceptional interpersonal and sales skills. This 25-30 hour eLearning course helps client-facing lending professionals win more business and become trusted advisors.

You learn how to:

  • Design and negotiate deals that work for the bank.
  • Create wider opportunities through cross-selling and new client acquisition strategies.
  • Understand your own and others’ communication styles through a Lumina Spark© assessment.
  • Identify communication blind spots and develop a range of interpersonal behavioral tools to handle clients who are experiencing difficulty.
  • Set personal servicing standards to create more professional and credible client relationships.

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, multi-media lessons, which feature videos and quizzes.
  • You reinforce your studies when you are back “on the job” with Moody’s reference materials and toolkit.
  • Program sponsors can monitor participation, assess performance, and access critical detail to support measuring ROI.

Who is taking this course?

  • Commercial and corporate lenders
  • Commercial and corporate relationship managers
  • Commercial and corporate loan analysts
  • Underwriters moving into a client-facing role
  • Branch managers
  • Business client-facing staff

Product Brochure

Register for the Course