ABA Bank Fundamentals - Building Customer Relationships

Date:

May 1, 2023

Location:
Online Course

Building Customer Relationships is a 4-week course that guides students through the strategies for earning customer loyalty, value-added sales and marketing, and creating and maintaining strong bank customer and partner relationships. It builds the critical relationship management skills so essential to successful banking careers. 

Building Customer Relationships is one of three Banking Fundamentals courses that explore the principles of the banking industry. Enroll in one, two, or all three to meet your needs.

Audience: This course is designed for anyone who needs an introduction to banking, whether just starting a career or a more experienced professional from a different industry.

Topics
  • Discuss how marketing, sales and service help build customer relationships
  • Discuss cross-selling and referrals
  • Identify potential bank customers
  • Explain how banks safeguard assets, prevent crime, and protect the nation's financial system
  • Discuss laws and regulations to safeguard customer information
Additional Information

Textbook: All reading materials are provided online
Prerequisites: None
Required Software: Adobe Acrobat Reader

Fees

Member Price:  $215
Nonmember Price:  $285

Related Training:
The Banking Industry
Bank Lines of Business

location

ABA Online course

Association Contact

Questions? Contact Susan Clark at the IBA at 317/387-9380.

Cancellation Policy

There is a full refund for any cancellations or transfers made before the start of the class and upon the return of the textbook to ABA. Refunds will be made (less $100 cancellation fee) if received within 10 business days from the start of course and the return of the textbook if applicable. Please include your packing slip or order number with the return of your textbook. You may request a transfer only once with a fee of $100. There are no refunds for cancellations received more than 10 business days after the start of the class.