Gain Credit & Risk Domination:
The Credit & Risk Compass Workshop Equipping Relationship Bankers with Game-changing Credit Skills That Drive Rapid Growth and Lasting Loyalty
Equip your Relationship Bankers to enhance their credit skills to get better customer outcomes and faster credit decisions, transforming risk management into a powerful engine for your bank's growth.
Gain Credit & Risk Domination:
The Credit & Risk Compass Workshop Equipping Relationship Bankers with Game-changing Credit Skills That Drive Rapid Growth and Lasting Loyalty
Equip your Relationship Bankers to enhance their credit skills to get better customer outcomes and faster credit decisions, transforming risk management into a powerful engine for your bank's growth.
Gain Credit & Risk Domination:
The Credit & Risk Compass Workshop Equipping Relationship Bankers with Game-changing Credit Skills That Drive Rapid Growth and Lasting Loyalty
Equip your Relationship Bankers to enhance their credit skills to get better customer outcomes and faster credit decisions, transforming risk management into a powerful engine for your bank's growth.
Is Credit & Risk Management a Source of Frustration, or a Catalyst for Growth?
In today's dynamic banking landscape, effective credit and risk management is paramount for sustainable growth and profitability. However, many Relationship Bankers feel overwhelmed by a lack of sufficient credit and risk skills, struggling to have meaningful customer conversations, craft persuasive credit proposals, and proactively mitigate risks. This often leads to:
- Delayed approvals: Frustrating customers and missing opportunities.
- Strained relationships: Eroding trust and increasing churn.
- Missed growth targets: Hindering the portfolio's success.
The Credit & Risk Compass Workshop provides a proven 60-minute system to transform these challenges. We'll equip your team to enhance credit skills, drive faster, more confident decisions, and achieve stronger customer outcomes, turning risk management into a strategic advantage.
Is Credit & Risk Management a Source of Frustration, or a Catalyst for Growth?
In today's dynamic banking landscape, effective credit and risk management is paramount for sustainable growth and profitability. However, many Relationship Bankers feel overwhelmed by a lack of sufficient credit and risk skills, struggling to have meaningful customer conversations, craft persuasive credit proposals, and proactively mitigate risks. This often leads to:
- Delayed approvals: Frustrating customers and missing opportunities.
- Strained relationships: Eroding trust and increasing churn.
- Missed growth targets: Hindering the portfolio's success.
The Credit & Risk Compass Workshop provides a proven 60-minute system to transform these challenges. We'll equip your team to enhance credit skills, drive faster, more confident decisions, and achieve stronger customer outcomes, turning risk management into a strategic advantage.
Is Credit & Risk Management a Source of Frustration, or a Catalyst for Growth?
In today's dynamic banking landscape, effective credit and risk management is paramount for sustainable growth and profitability. However, many Relationship Bankers feel overwhelmed by a lack of sufficient credit and risk skills, struggling to have meaningful customer conversations, craft persuasive credit proposals, and proactively mitigate risks. This often leads to:
- Delayed approvals: Frustrating customers and missing opportunities.
- Strained relationships: Eroding trust and increasing churn.
- Missed growth targets: Hindering the portfolio's success.
The Credit & Risk Compass Workshop provides a proven 60-minute system to transform these challenges. We'll equip your team to enhance credit skills, drive faster, more confident decisions, and achieve stronger customer outcomes, turning risk management into a strategic advantage.
Why Forward-Thinking Bank Leaders Are Embracing
The Credit & Risk Compass:
Optimize Credit Processes for
Efficiency
Streamline workflows and empower your team to make faster, more confident decisions, reducing bottlenecks, and improving turnaround times.
Cultivate a Risk-aware Team
Equip your Relationship Bankers with the skills and mindset to excel in credit and risk management, driving better portfolio performance and minimizing errors.
Mitigate Risk Proactively
Implement strategies for early warning detection and proactive portfolio management, safeguarding your bank's assets and stability.
Enhance Customer Relationships
Foster a culture where risk discussions are seen as opportunities to better understand customers, build trust, and strengthen customer loyalty.
Drive Sustainable Growth & Profitability
Empower your team to make sound credit decisions that support your bank's strategic objectives and maximize profitability.
Why Forward-Thinking Bank Leaders Are Embracing The Credit & Risk Compass:
Optimize Credit Processes for Efficiency
Streamline workflows and empower your team to make faster, more confident decisions, reducing bottlenecks, and improving turnaround times.
Cultivate a Risk-aware Team
Equip your Relationship Bankers with the skills and mindset to excel in credit and risk management, driving better portfolio performance and minimizing errors.
Mitigate Risk Proactively
Implement strategies for early warning detection and proactive portfolio management, safeguarding your bank's assets and stability.
Enhance Customer Relationships
Foster a culture where risk discussions are seen as opportunities to better understand customers, build trust, and strengthen customer loyalty.
Drive Sustainable Growth & Profitability
Empower your team to make sound credit decisions that support your bank's strategic objectives and maximize profitability.
Why Forward-Thinking Bank Leaders Are Embracing The Credit & Risk Compass:
Optimize Credit Processes for Efficiency
Streamline workflows and empower your team to make faster, more confident decisions, reducing bottlenecks, and improving turnaround times.
Cultivate a Risk-aware Team
Equip your Relationship Bankers with the skills and mindset to excel in credit and risk management, driving better portfolio performance and minimizing errors.
Mitigate Risk Proactively
Implement strategies for early warning detection and proactive portfolio management, safeguarding your bank's assets and stability.
Enhance Customer Relationships
Foster a culture where risk discussions are seen as opportunities to better understand customers, build trust, and strengthen customer loyalty.
Drive Sustainable Growth & Profitability
Empower your team to make sound credit decisions that support your bank's strategic objectives and maximize profitability.
Inside This Powerful 60-Minute Credit & Risk Management Session:
Strategic Credit Conversations
Learn how to equip your team with "Impact Questions" that unlock deeper customer insights, uncover hidden risks, and build trust.
The 3-Part Credit Story Formula
Empower your bankers to craft compelling credit proposals that clearly articulate customer potential and mitigate perceived risk, leading to faster approvals.
The Invisible Risk
Radar
Develop strategies for proactive risk oversight, enabling your team to identify and manage potential issues before they escalate.
Relationship-Based
Risk Management
Discover how to foster a culture where risk discussions strengthen customer relationships and build long-term loyalty.
Action Planning & Blueprint Creation
Walk away with a clear 30-day plan to implement the workshop's strategies within your team.
Inside This Powerful 60-Minute Credit & Risk Management Session:
Strategic Credit Conversations
Learn how to equip your team with "Impact Questions" that unlock deeper customer insights, uncover hidden risks, and build trust.
The 3-Part Credit Story Formula
Empower your bankers to craft compelling credit proposals that clearly articulate customer potential and mitigate perceived risk, leading to faster approvals.
The Invisible
Risk Radar
Develop strategies for proactive risk oversight, enabling your team to identify and manage potential issues before they escalate.
Relationship-Based
Risk Management
Discover how to foster a culture where risk discussions strengthen customer relationships and build long-term loyalty.
Action Planning & Blueprint Creation
Walk away with a clear 30-day plan to implement the workshop's strategies within your team.
Inside This Powerful 60-Minute Credit & Risk Management Session:
Strategic Credit Conversations
Learn how to equip your team with "Impact Questions" that unlock deeper customer insights, uncover hidden risks, and build trust.
The 3-Part Credit Story Formula
Empower your bankers to craft compelling credit proposals that clearly articulate customer potential and mitigate perceived risk, leading to faster approvals.
The Invisible Risk Radar
Develop strategies for proactive risk oversight, enabling your team to identify and manage potential issues before they escalate.
Relationship-Based Risk Management
Discover how to foster a culture where risk discussions strengthen customer relationships and build long-term loyalty.
Action Planning & Blueprint Creation
Walk away with a clear 30-day plan to implement the workshop's strategies within your team.
What's Included: Your Toolkit for Credit & Risk Excellence
High-Impact 60-Minute Training
A focused, expert-led session providing actionable strategies for optimizing credit and risk management.
Interactive "Risk Navigator" Exercises
Practical activities designed to help you apply the workshop's strategies within your team.
The Credit & Risk Compass Playbook
A step-by-step guide to implement effective credit and risk management practices.
Credit Decision Acceleration Checklist
A tool to track progress and improve the efficiency of your credit approval process.
What's Included: Your Toolkit for Credit & Risk Excellence
High-Impact 60-Minute Training
A focused, expert-led session providing actionable strategies for optimizing credit and risk management.
Interactive "Risk Navigator" Exercises
Practical activities designed to help you apply the workshop's strategies within your team.
The Credit & Risk Compass Playbook
A step-by-step guide to implement effective credit and risk management practices.
Credit Decision Acceleration Checklist
A tool to track progress and improve the efficiency of your credit approval process.
What's Included: Your Toolkit for Credit & Risk Excellence
High-Impact 60-Minute Training
A focused, expert-led session providing actionable strategies for optimizing credit and risk management.
Interactive "Risk Navigator" Exercises
Practical activities designed to help you apply the workshop's strategies within your team.
The Credit & Risk Compass Playbook
A step-by-step guide to implement effective credit and risk management practices.
Credit Decision Acceleration Checklist
A tool to track progress and improve the efficiency of your credit approval process.
Stop Reacting to Risk, Start Leading with Confidence:
The Credit & Risk Compass is
Your Solution.
If you're looking to empower your team, optimize your credit processes, and transform risk management from a compliance burden into a strategic advantage, The Credit & Risk Compass Workshop provides the proven roadmap to achieve those goals.
Stop Reacting to Risk, Start Leading with Confidence:
The Credit & Risk Compass is
Your Solution.
If you're looking to empower your team, optimize your credit processes, and transform risk management from a compliance burden into a strategic advantage, The Credit & Risk Compass Workshop provides the proven roadmap to achieve those goals.
Stop Reacting to Risk, Start Leading with Confidence:
The Credit & Risk Compass is Your Solution.
If you're looking to empower your team, optimize your credit processes, and transform risk management from a compliance burden into a strategic advantage, The Credit & Risk Compass Workshop provides the proven roadmap to achieve those goals.
KEY OUTCOMES THAT YOU WILL ACHIEVE:
Empowered & Confident Team
Develop Relationship Bankers who excel in credit and risk management, driving better performance and reducing errors.
Optimized Credit Processes
Streamline workflows, accelerated decision-making, and improved efficiency within your team.
Proactive Risk Management
Implement strategies to anticipate and mitigate potential risks, protecting your bank's assets.
Enhanced Customer Relationships
Foster a culture where risk management strengthens customer loyalty and trust.
Sustainable Growth & Profitability
Drive your bank's success through sound credit practices and strategic risk management.
KEY OUTCOMES THAT YOU WILL ACHIEVE:
Empowered & Confident Team
Develop Relationship Bankers who excel in credit and risk management, driving better performance and reducing errors.
Optimized Credit Processes
Streamline workflows, accelerated decision-making, and improved efficiency within your team.
Proactive Risk Management
Implement strategies to anticipate and mitigate potential risks, protecting your bank's assets.
Enhanced Customer Relationships
Foster a culture where risk management strengthens customer loyalty and trust.
Sustainable Growth & Profitability
Drive your bank's success through sound credit practices and strategic risk management.
KEY OUTCOMES THAT YOU WILL ACHIEVE:
Empowered & Confident Team
Develop Relationship Bankers who excel in credit and risk management, driving better performance and reducing errors.
Optimized Credit Processes
Streamline workflows, accelerated decision-making, and improved efficiency within your team.
Proactive Risk Management
Implement strategies to anticipate and mitigate potential risks, protecting your bank's assets.
Enhanced Customer Relationships
Foster a culture where risk management strengthens customer loyalty and trust.
Sustainable Growth & Profitability
Drive your bank's success through sound credit practices and strategic risk management.
Ready to Empower Your Team and Transform Your Bank's Performance?
Imagine your team:
- Confidently navigating complex credit situations.
- Making swift and sound credit decisions.
- Building strong, lasting relationships with customers.
- Proactively identifying and mitigating potential risks.
That's the power of The Credit & Risk Compass – delivered in a focused and impactful 60-minute session for Relationship Bankers
Elevate your team to credit and risk excellence, and unlock a new era of confident growth and success.
Ready to Empower Your Team and Transform Your Bank's Performance?
Imagine your team:
- Confidently navigating complex credit situations.
- Making swift and sound credit decisions.
- Building strong, lasting relationships with customers.
- Proactively identifying and mitigating potential risks.
That's the power of The Credit & Risk Compass – delivered in a focused and impactful 60-minute session for Relationship Bankers
Elevate your team to credit and risk excellence, and unlock a new era of confident growth and success.
Ready to Empower Your Team and Transform Your Bank's Performance?
Imagine your team:
- Confidently navigating complex credit situations.
- Making swift and sound credit decisions.
- Building strong, lasting relationships with customers.
- Proactively identifying and mitigating potential risks.
That's the power of The Credit & Risk Compass – delivered in a focused and impactful 60-minute session for Relationship Bankers
Elevate your team to credit and risk excellence, and unlock a new era of confident growth and success.
Reserve Your Team's Spot in The Credit & Risk Compass Workshop Now!
Reserve Your Team's Spot in The Credit & Risk Compass Workshop Now!
Reserve Your Team's Spot in The Credit & Risk Compass Workshop Now!
Meet Jason.
With over 30 years of frontline and leadership experience across four countries, Jason has risen from his first banking job in the mailroom, to the C-Suite, leading relationship banking teams to exceptional success.
His passion for performance improvement, coaching, and customer captivation, drives him to share the best practices he’s learned during his journey, as well as from top-performing leaders and bankers he's met along the way.
Jason is the co-creator of the world’s only step-by-step, proven, results-guaranteed, performance uplift program for Relationship Bankers. He holds Bachelor’s and Master’s degrees in Commerce and Economics, is an internationally accredited Executive & Leadership Coach, and can be contacted for Consulting, Coaching or Team Training worldwide, directly via his Linkedin profile, or personal website www.jasonguy.au
Meet Jason.
With over 30 years of frontline and leadership experience across four countries, Jason has risen from his first banking job in the mailroom, to the C-Suite, leading relationship banking teams to exceptional success.
His passion for performance improvement, coaching, and customer captivation, drives him to share the best practices he’s learned during his journey, as well as from top-performing leaders and bankers he's met along the way.
Jason is the co-creator of the world’s only step-by-step, proven, results-guaranteed, performance uplift program for Relationship Bankers. He holds Bachelor’s and Master’s degrees in Commerce and Economics, is an internationally accredited Executive & Leadership Coach, and can be contacted for Consulting, Coaching or Team Training worldwide, directly via his Linkedin profile, or personal website www.jasonguy.au
Meet Jason.
With over 30 years of frontline and leadership experience across four countries, Jason has risen from his first banking job in the mailroom, to the C-Suite, leading relationship banking teams to exceptional success.
His passion for performance improvement, coaching, and customer captivation, drives him to share the best practices he’s learned during his journey, as well as from top-performing leaders and bankers he's met along the way.
Jason is the co-creator of the world’s only step-by-step, proven, results-guaranteed, performance uplift program for Relationship Bankers. He holds Bachelor’s and Master’s degrees in Commerce and Economics, is an internationally accredited Executive & Leadership Coach, and can be contacted for Consulting, Coaching or Team Training worldwide, directly via his Linkedin profile, or personal website www.jasonguy.au
Relationship Bankers!
Join us with our
Gold Banker Membership
Enjoy exclusive access to our FINBA Gold Banker Membership, featuring bite-sized video lessons, tools, PDFs, and eBooks, to master exceeding KPIs, while working less hours, and having a better day at work!
©2025 Finance Business Academy (FINBA) | Privacy
Relationship Bankers! Join us with our
Gold Banker Membership
Enjoy exclusive access to our FINBA Gold Banker Membership, featuring bite-sized video lessons, tools, PDFs, and eBooks, to master exceeding KPIs, while working less hours, and having a better day at work!
©2025 Finance Business Academy (FINBA) | Privacy