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The Relationship Banker from P1 Learning

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About Course

The Relationship Banker from P1 Learning
Sales Foundations for Today’s Relationship Builder

A five-week, live-assisted learning program designed to take entry-level relationship builders from “rookie to ready.” Through live coaching, online training, assignments, and real-world application, participants develop the skills needed to build trust, uncover customer needs, and create lasting client relationships.

What Will You Learn?

  • Build Trust From The First Contact
  • Uncover Needs Through Better Conversations
  • Present Solutions With Confidence & Clarity
  • Navigate Objections & Tough Conversations
  • Strengthen Relationships Through Real-World Practice

Course Content

Week 1
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.

  • Course 1: The Journey Begins Here
    08:17
  • Relationship Banking: The Relationship Banker Mindset
    02:58
  • 0. Relationship Banking: The Title on Your Business Card
    02:24
  • 1. Moving from Reacting to Seeking Opportunity
  • 2. Fiduciary Approach to Service & Renewal (Part 1)
    06:16
  • Quiz: A Fiduciary Approach to Service & Renewal (Part 1)
  • 2. Service and Renewal – Fiduciary Thinking (Part 2)
    06:15
  • Quiz: A Fiduciary Approach to Service & Renewal (Part 2)
  • 3. The Brand Called You
    09:06
  • Quiz: The Brand Called You
  • 4. You’re in the Word-of-Mouth Business
    05:28
  • Quiz: You’re in the Word-of-Mouth Business
  • 5. G.O.A.L. – Your Strategy for Success
    05:54
  • Quiz: G.O.A.L. – Your Strategy for Success
  • 6. Time Management (Part 1): Prioritize
    06:24
  • Quiz: Time Management (Part 1)
  • 7. Time Management (Part 2): Plan & Perform
    07:12
  • Quiz: Time Management (Part 2)

Week 2
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
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
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
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.