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
This program is designed specifically for RM’s working remotely to communicate effectively, remain as productive, while working customers and colleagues remotely.
Learning outcome
How to maximize efficiency when working from home: managing email and communication to work for you.
Running effective virtual meetings and how to ensure they are optimized for time, decision-making and outputs.
Using remote working as an opportunity for deep work, and how to schedule your day for different types of work.
The critical elements to consider planning for success and using technology effectively for efficient communication.
Understand how client interaction can differ on video and phone calls to physical meetings
Learn best practice methods on video calls and phone calls