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Negotiation Skills for Bankers

On Demand Course

Updated: June 9, 2025

Instructor: David Osburn

What You'll Learn

Today’s competitive environment requires the banker to be able to negotiate in various, sometimes abstract situations – all at once! Attend this proactive presentation and learn to ask for the business and actually close the deal! 

This program will emphasize negotiation skill building, effective communications, telephone techniques, and the negotiation process. Additionally, related topics will include management skills and styles, technical skills, and compensation techniques.

The session will also cover the importance of the human side of negotiations including empathy, ego, and needs.

  

Topics covered in this session

  • Negotiations: Defined
  • Negotiation Skill Building
  • The Communications Process
  • Roadblocks in Negotiations
  • Telephone Techniques & Negotiations
  • Management Skill Building & Negotiations
  • The Human Side of Negotiations
  • Negotiation Scenarios from the Real Life of a Banker

Who Should Attend:

  • Commercial lenders
  • Relationship managers
  • Business development officers
  • Branch managers
  • Private bankers

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