Description
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Course Description:
Effective communication is paramount for banking professionals because as financial stewards, they need to build trust and have strong relationships with colleagues and various stakeholders. This two-day course will equip participants with the skills and strategies to communicate with connection and persuasion in the fast-paced and dynamic banking landscape. The course will provide participants with interactive discussions, some exercises, and case studies for them to learn how to establish strong connections, build trust, provide effective feedback, and confidently handle challenging conversations.
Course Objectives:
- Understand that communication to be effective needs connection and how this impacts client relationships, team dynamics, and organizational success.
- Identify and apply critical principles about communicating with connection to establish authentic connections with clients and colleagues.
- Learn to understand communication styles and apply them to different situations and individuals in the banking context.
- Develop strategies for building trust and rapport with clients, colleagues, and team members.
- Learn techniques for providing constructive feedback to staff members to enhance performance and foster professional growth.
- Explore the principles of persuasive communication and apply them to various banking scenarios, including client interactions and stakeholder management.
- Gain confidence in handling difficult conversations and challenging situations, such as dealing with clients’ unmet expectations and managing conflicts.
- Create a personal action plan for ongoing communication improvement and professional development in the banking industry.
Course Participants:
This course is ideal for banking professionals and officers committed to improving their communication skills, connecting more deeply with clients and colleagues, and achieving personal and professional growth in the banking sector. Whether a frontline banker, a branch manager, or a senior executive, this course will empower the participants to enhance their communication abilities and achieve tremendous success in their professional endeavors.
Course Outline:
Day 1: Establishing the Foundation of Effective Communication
Session 1: Introduction to Strategic Communication
- Welcome and Course Overview
- Why Effective Communication in the Banking Industry is a Must
- Key Concepts: Communication with Connection
Session 2: Understanding Communication Styles
- Overview of Different Communication Styles
- Assessment Exercise: Discovering Your Communication Style
- Group Discussion: How Different Styles Impact Banking Interactions
Session 3: Building Trust and Rapport
- The Role of Trust in Banking Relationships
- Strategies for Building Rapport with Clients and Colleagues
- Case Studies: Real-life Examples of Trust Building in Banking
Session 4: Principles of Persuasive Communication
- Introduction to Persuasion Theory
- Applying the Principles: How to Influence
- Practical Exercise: Crafting Persuasive Messages for Various Banking Scenarios
Day 2: Applying Strategic Communication in Banking Contexts
Session 5: Effective Feedback and Coaching
- Importance of Feedback in Banking Performance Management
- Feedback Models and Techniques
- Role-Playing: Providing Constructive Feedback to Colleagues
Session 6: Handling Difficult Conversations
- Identifying and Addressing Common Challenges in Banking Conversations
- Strategies for Managing Emotions and Conflict Resolution
- Simulation Exercise: Role-Playing Difficult Client Interactions
Session 7: Tailoring Communication to Client Needs
- Understanding Client Personas and Preferences
- Customizing Communication Strategies for Different Client Segments
- Group Activity: Creating Communication Plans for Diverse Banking Clients
Session 8: Developing a Personal Communication Action Plan
- Reflection on Key Learnings from the Course
- Goal Setting: Establishing Personal Communication Improvement Objectives
- Crafting an Action Plan for Continuous Development
Conclusion and Wrap-Up
- Summary of Course Highlights
- Evaluation and Feedback
- Distribution of Course Materials and Resources for Further Learning
This outline provides a balance of theoretical concepts, practical applications, group discussions, and interactive exercises, ensuring that participants gain a comprehensive understanding of strategic communication tailored to the banking industry.
Resource Speaker:
Ms. Josefa Elvira E. Ditching-Lorico
JCM Certified Coach, Trainer and Speaker,
Associate Life Member – BAIPHIL, and Former Managing Director – BSP
Schedule:
June 17 – 18, 2026 (Wednesday-Thursday) 9:00 AM – 5:00 PM
Training Fee per Participant:
Member Institution – Php 7,840.00
Non-Member Institution – Php 10,080.00
*VAT inclusive