Managing Client Relationships: North America Edition
Managing Client Relationships
What is Managing Client Relationships?
Managing Client Relationships is a comprehensive course designed for customer-facing lenders who want to optimize their business development plans and develop a self-aware, flexible communication style to better uncover and understand client need. It also teaches sales and negotiation techniques that help lenders maintain control throughout the sales cycle.
Training is targeted specifically to the client-facing lender’s role, making it easier for participants to adopt the principles that will bolster their credibility and ability to provide superior servicing.
What will you learn by taking this course?
- Create a business development plan for winning new clients and deepening relationships with existing clients
- Follow a structured process to build networks, approach prospective clients and analyze their businesses
- Understand your own and other’s communication styles through a Lumina Spark© assessment
- Actively listen and ask questions to better understand the client’s perspective
- Apply different approaches to selling and choose the right sales approach for different types of clients and situations
- Handle difficult situations and negotiations with greater confidence and control and make tactical choices to close the negotiation effectively
With Moody’s eLearning:
- You will remain engaged in training, thanks to our interactive, multimedia lessons and quizzes
- You develop skills you can immediately apply on the job, instantly transforming your performance
- You elevate your professional currency by completing a course from a globally recognized leader in the credit training space
Product Brochure
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Contact Us
If you have further questions, please contact our Support Team at
Regards,
Moody's Client Services Team
Who Is Taking This Course?
- Commercial and corporate lenders
- Relationship managers
- Commercial and corporate loan analysts and underwriters transitioning into client-facing roles
- Branch managers and client-facing of business
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