Become the Banker Who Wins
Bigger Deals, Hits KPIs Early,
and Gets Off the Desk

FINBA Course

Gold Banker Membership

The Gold Banker Membership gives business bankers a proven system used by high-performing relationship managers to grow their portfolio, move deals faster, and take control of their week — in as little as 120 days.
80+ Bite-sized,
step-by-step video lessons 
9 Roadmaps,
70+ Tools & Templates
Built-In Accountability; New Content & Tools Regularly Added; CPD + Accreditation
Access to
“Ask the Expert”

FINBA Gold Banker Membership

Is The Gold Banker Membership Program for You?

Are you experiencing any of these critical challenges in your banking career? 
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Feeling stuck in a transactional routine, yearning for a more strategic and impactful role? 

Struggling to differentiate yourself in a crowded market and attract your ideal clients? 

Overwhelmed by workload, administrative tasks, and a lack of time for high-value activities? 

Battling with inconsistent motivation or struggling to maintain focus on long-term goals? 

Concerned about client attrition and the need to build deeper, more loyal relationships? 

Seeking to enhance your credit acumen for more confident decisions and better client outcomes?

Wanting to lead your portfolio like a true business, driving profitability and proactive growth? 

Looking for a structured, proven pathway to continuous professional development and career acceleration?

Gold Banker Membership fixes what the modern banking role breaks.

This is not another generic training.

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This is a complete performance system designed by bankers, for bankers — to help you:

  • Win better clients (not just more clients)
  • Move deals faster with stronger submissions
  • Run your portfolio like a business
  • Take control of your time and pipeline
  • Hit KPIs earlier and more consistently

The 8 Pillars of
Relationship Banker Success 

A complete, field-tested framework to help you win better clients, move faster, and perform like a top-tier banker—without burning out. This isn’t random training. It’s a structured system built around the real pressure points of relationship banking today—time constraints, portfolio stress, client acquisition, and credit bottlenecks.

Each pillar is designed to solve a specific gap that most bankers don’t even realize is holding them back:

The 3 Keys Formula - The Ultimate Performance Framework

Acquire the tools and strategies to achieve laser focus through Clarity, develop in-demand Capabilities, and fuel your drive with unshakeable Commitment.

The AuthenticEdge Method

Become the most sought-after banker in your local market in the next 90 days!

Motivation Accelerator - The Momentum Guide 

Gain practical tools to stay focused, overcome procrastination, and achieve your goals.

TimeBoost - The Get Off Your Desk Productivity System

Save hours each week, get more done & spend more time with customers!
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The Client Attraction Engine

Attract and convert 2-3 new ideal customers every month.

The Banker's CEO Blueprint - Run It Like You Own It

Master Your Customer Portfolio Like a Business and Unlock Explosive Success.

The Customer Captivation Code- Unlock the Secrets to Increased NPS

Build unbreakable customer relationships and never lose a customer again.

The Credit & Risk Compass - Navigate with Confidence, Amplify Growth 

Enhance your credit skills to get better customer outcomes, and faster credit decisions.

What You'll Get?

Unlock the strategies, tools, and confidence to win more clients, grow your portfolio, and lead with impact—only inside the FINBA Gold Banker Membership.
  • 8 Pillar Training Systems
  • FINBA Pro Tools & Templates a ready-to-use scripts, templates, scorecards, trackers, portfolio reviews, customer engagement playbooks.
  • Monthly Leadership & Performance Themes to keep you focused, accountable, and consistently improving.
  • Direct Support from FINBA Coach Ask questions, get unstuck, and receive practical advice anytime.
  • Community of Bankers Who “Get It” No fluff — just real conversations with people doing your job. 
  • FINBA Accreditation A professional certification your bank leaders will respect. 

What You Get?

Unlock the strategies, tools, and confidence to win more clients, grow your portfolio, and lead with impact—only inside the FINBA Gold Banker Membership.
✅ Membership for Business, Commercial, Agri & Private Bankers in Small, Medium or Large business segments, from new to role, to 20+ years experience.
✅ Access to the step-by-step 8 systems of success (value over $5,000)
✅ Use FINBA Gold Banker status and badge on your profiles.
✅ Fillable Tools, templates, roadmaps, workbooks and help-guides to save you hours each week, and move the dial fast (value over $2,500)
✅ Access to Banker Coaches to help you implement what you learn. Email and chat access (value over $3,000)
✅ Accountability system to keep you on track (value $600)
✅ Access to the secrets and best-practices of the world's top performing bankers. (value $Priceless)
✅ Access to the private Gold Member community to share ideas and best-practices, and to learn from each other. (value $Priceless)
✅ Accreditation certificate and CPD points awarded on completion of optional self-paced assessments.

💰 Over $10,000 in value
Bankers Are Getting Real Fast Results

1k+ bankers and counting

Before joining Gold Banker, my deals were constantly delayed in credit. Within 3 months, I cut my turnaround time by around 60% and started getting approvals faster. It completely changed how I manage my pipeline and gave me real confidence in my submissions


James R., Senior Relationship Manager (SME Banking, 8+ years' experience)

In my first month applying the system, I closed 4 quality clients—something that used to take me a full quarter. The structure and tools made my prospecting more focused and actually effective.


Mark D., Business Banking Manager(Commercial Portfolio, Top 5 Bank)

My biggest shift was in how I handle relationships. My clients are now staying longer, engaging more, and even referring new business. It’s no longer just transactions—it’s a real portfolio I can grow.


Angela P., Relationship Manager (SME & Commercial Clients, 6 years' experience)

Gold Banker Membership

Only $547/year

(less than $1.50/day)
Everything you need to perform at a higher level:
  • 80+ bite-sized, step-by-step video lessons

  • 9 proven banker roadmaps

  • 70+ ready-to-use tools, templates & scripts
  • Direct access to banker coaches
  • Built-in accountability system
  • CPD accreditation + Certification
Use your training or membership budget – most
employers cover this in full.


Over $10,000 in Value!
Cancel or upgrade any time!
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Don’t Pay
for This Yourself


Many members get 100% reimbursed by their employer.
Most banks already allocate training budgets for their bankers.
Gold Banker Membership fits exactly into that category.

All you need to do is position it as:

  • Performance Improvement
  • CPD Development
  • Revenue Growth Support
The Banker Coach

Meet Jason Guy

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 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

Is The Gold Banker Membership Program For You?

Are you experiencing any of these critical challenges in your banking career? 
Empty space, drag to resize

Feeling stuck in a transactional routine, yearning for a more strategic and impactful role? 

Empty space, drag to resize

Struggling to differentiate yourself in a crowded market and attract your ideal clients? 

Empty space, drag to resize

Overwhelmed by workload, administrative tasks, and a lack of time for high-value activities? 

Empty space, drag to resize

Battling with inconsistent motivation or struggling to maintain focus on long-term goals? 

Empty space, drag to resize

Concerned about client attrition and the need to build deeper, more loyal relationships? 

Empty space, drag to resize

Seeking to enhance your credit acumen for more confident decisions and better client outcomes?

Empty space, drag to resize

Wanting to lead your portfolio like a true business, driving profitability and proactive growth? 

Empty space, drag to resize

Looking for a structured, proven pathway to continuous professional development and career acceleration?

Gold Banker Members are already preparing for the future of banking - want in?

Don’t wait until it’s too late to gain the edge.
Join today and secure your place at the forefront of the industry!
The FINBA Gold Banker Membership Program is engineered to provide comprehensive, integrated solutions to these
very pain points and more, offering a holistic transformation
for your entire career.

Membership to our Gold level Banker Coaching Program, is just $547 USD / Year ($1.5/day) - yes that's all, for the entire year!

Access to 80+ easy to digest Video lessons, implementable actions, downloadable workbooks, worksheets, tools, templates and individual and team activities to improve engagement, increase results and have a better day at work. Clarity on exactly which 20% of activities you need to focus on to get you the most results. 
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