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Developing Retail Banking Relationships

Your customers expect banking advice suited to their circumstances. Connect their needs with available products and services, prepare your conversations and build trust. Develop a commercial approach that combines relevant advice, effective follow-up and an understanding of individual customers' expectations.

Program PDF
4 days 28 hours
FMB11FR Code

Presentation

Banking courses develop the knowledge and skills needed across the banking profession. This four-day course focuses on developing banking relationships with individual customers.

Note: additional modules on compliance, professional ethics and risk prevention, and on understanding the customer, can be added on request.

Objectives

Practical learning objectives:

  • Understand banking savings, investment and financing products.
  • Identify customer needs and respond with an appropriate offer.
  • Integrate risk considerations into the commercial approach.
Last update: 23/09/2026