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    Optimizing Relationships with Small Business Clients

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    What is Optimizing Relationships with Small Business Clients?

      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.

    What will you learn by taking this course?

    • 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.

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