The Foundational Program For Today’s Relationship Banker
Success in banking starts with more than knowing the products and processes. It starts with knowing how to communicate, build trust, uncover needs, and create meaningful customer relationships.
The Relationship Banker from P1 Learning is a five-week Sales Foundations program built for relationship-driven banking. Through live coaching, online training, practical assignments, and real-world application, participants build the confidence and skills to create value at every stage of the relationship.
Build Stronger Relationship Skills
Most banking training focuses on information. The Relationship Banker focuses on application. Participants learn how to communicate with confidence, ask better questions, uncover needs, communicate value, and turn customer conversations into lasting relationships. Built on P1 Learning’s Sales Foundations approach, the program brings proven sales principles into relationship banking — with relationships, not transactions, at the center.
Built for Today
Short video lessons and guided activities designed to fit into the workday when and wherever you may be.
Real-World Coaching
Weekly assignments, live coaching, and weekly manager progress updates put learning into practice.
Immediate Impact
Build usable skills in communication, relationship building, prospecting, and customer conversations.
From “Rookie To Ready“ In Five Weeks
Learn it. Practice it. Apply it. Talk about it. Each week combines digital learning, live coaching, practical assignments, and accountability to turn concepts into real-world skills.
Week 1 - Build Trust From First Contact
Week 1 sets the tone for the entire program. Participants gain clarity on what it means to build a career in sales, how success is measured, and what leaders truly expect.
The week introduces the fundamentals of sales, branding, and goal-setting while framing sales as a relationship-driven, word-of-mouth business. This foundation prepares participants for everything that follows.
Week 2 - Uncover Needs Through Better Conversations
Week 2 focuses on structure, discipline, and execution. Participants learn how to manage goals, time, and daily priorities so effort turns into consistent results.
From personal presentation and account ownership to collections and CRM discipline, this week is about creating habits, systems, and workflows that support long-term performance.
Week 3 - Present Solutions With Confidence & Clarity
Week 3 sharpens how sellers think, who they target, and how they earn attention. Participants learn to navigate complex buying environments by understanding decision-makers, stakeholders, and buyer behavior.
The focus is on uncovering real needs, improving outreach through research, and building a prospecting approach that creates momentum instead of noise.
Week 4 - Navigate Objections & Tough Conversations
Week 4 is where preparation meets performance. Participants learn how to lead confident conversations, conduct effective needs assessments, and guide prospects through the buying process.
This week emphasizes professional presence, strong questioning, clear presentations, and the skills required to move opportunities forward and confidently ask for the order.
Week 5 - Build Relationships That Drive Growth
Week 5 prepares sellers for what happens after the pitch. Participants build an objection playbook, learn to manage emotions and expectations, and develop strategies for retention and renewal.
The week reinforces long-term thinking—shifting the focus from closing individual deals to building trust, relationships, and a sustainable sales career.
What You’ll Get
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✔ 5 weeks of structured learning
✔ Live coaching and group learning sessions
✔ 50+ short, practical video lessons
✔ Weekly assignments and knowledge checks
✔ Manager progress reports and visibility
✔ Proven Sales Foundations framework
Investment: $899 Per Person
By the end of the program, participants will be better prepared to build trust, communicate with confidence, uncover needs, and create value in every customer interaction.
Who Is The Relationship Banker For?
Built for relationship-driven banking professionals looking to strengthen the skills behind meaningful customer relationships and business growth.
- New relationship bankers
- Client-facing banking professionals
- Professionals transitioning into relationship-focused roles
- Anyone strengthening foundational sales skills
- Banks seeking consistent development across their teams
No prior sales experience required.
Learning That Goes Beyond The Classroom
This isn’t a one-day seminar. Participants learn through digital lessons, live coaching, practical assignments, and real-world application. Each week, they put new skills into practice, then return to discuss what worked, what didn’t, and what comes next.
Practice. Application. Accountability. Managers gain visibility into progress through coaching and regular updates.
Scale Development Across Your Team
One Foundation. Consistent Development. Every organization has its own products, processes, and culture. The fundamentals of building strong customer relationships are universal.
The Relationship Banker gives teams a common framework, shared language, and consistent development experience — while giving managers visibility into participant progress. Whether you’re developing one employee or an entire team, the program provides the structure, coaching, and accountability to help your people grow.
What Participants Are Saying
P1 Learning’s program is different than other training programs that we have used because it is not just a one day seminar or webinar and it’s over. The program that is several weeks in length, with different weekly lessons utilizing a “live” coach. The student is expected to use this information in the field during that week with their clients. Each student is held accountable for that week’s assignment because there is a follow-up meeting with his/her coach where they discuss the outcome of that week’s experience. The really valuable part of this program is that the coach sends a weekly report to the manager explaining how the student is performing.
Since I have taken the program I have gained so much confidence in my approach. My boss hired a new consultant and asked me if I felt she should take P1 Learning’s program and I said most certainly. I also have to say I made $10,000 more this year than last year and I believe it is because of what I learned in the class. Thank you so very much!!!
2026 Session Dates
Summer 2026
July 13th – August 14th
In Session
Fall 2026
September 14th – October 16th
Now Registering
Winter 2026
October 19th – November 20th
Now Registering
Read To Build Your Foundation?
The Relationship Banker combines P1 Learning’s Sales Foundations approach with live coaching, digital learning, practical application, and accountability — helping relationship-driven professionals build trust, create value, and grow meaningful customer relationships.