General Information & Client Service
  • Americas: +1.212.553.1653
  • Asia: +852.3551.3077
  • China: +86.10.6319.6580
  • EMEA: +44.20.7772.5454
  • Japan: +81.3.5408.4100
Media Relations
  • New York: +1.212.553.0376
  • London: +44.20.7772.5456
  • Hong Kong: +852.3758.1350
  • Tokyo: +813.5408.4110
  • Sydney: +61.2.9270.8141
  • Mexico City: +001.888.779.5833
  • Buenos Aires: +0800.666.3506
  • São Paulo: +0800.891.2518

Register for the Course

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