Onboarding The Trade Finance / Cash Management / Transaction Banking Client

This unique course has been designed for those working in on-boarding, client implementation roles.

The ‘Onboarding the Trade Finance, Cash Management and Transaction Banking Client’ course will cover critical skills of project management, questioning skills and managing stakeholders. This course will mean that your clients receive a world class on-boarding experience.

Learning Outcomes:

• Apply the critical behaviours needed by the team to create a seamless on-boarding experience?
• Create a pro-active customer delight strategy in the on-boarding process that strengthen relationships and increase future business for the bank?
• Get client relationships off to a great start?

Course Content:

• Effective client communication in the on-boarding process?
• Time and resource management in the on-boarding process?
• Scoping the critical touch points for your client?
• Agreeing our processes? New client relationship situations (case studies)