TRUSTED ADVISOR (DURING TIMES OF UNCERTAINTY) FOR RMS

Relationship managers are faced with client’s looking for banking solutions to help them during the current uncertainty due to COVID 19, and the economic toll caused by the global lock down. Furthermore, their ability to provide guidance and advisory may initially seem more limited

It is designed specifically for RM’s working remotely can position themselves as true ‘Trusted Advisors’ during this time and separate themselves from the competition due to their ability as more informed individuals.

 Learning Outcome

• Learn how to build relationships of trust
• Understand and apply the principles to build a long-term relationship
• Relate the Trust Equation to the current uncertain times
• Understand the role of a ‘well informed’ advisor
• Understand the balance between the client’s requirements and risk management for the bank

Target Audience

• Relationship Managers
• Relationship Officers
• Supervisors