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Retail Banking Certification

Course overview Course benefits Course modules

Retail banking is increasing in popularity throughout the world, as banks compete to take market share of private clients. It is different to traditional banking, in that it focuses on the customer and their needs, putting packages and plans in place, to ensure that the client’s financial needs are met.

Anyone already in the banking industry or interested in a career within the banking industry can gain insight and benefit from this course.

This course is perfect, if you wish your employees to gain a full insight into the world of retail banking and, upon completion, will end in an industry-recognised certification.

What’s Covered In The Course?

This course is designed to provide your employee with the required knowledge and skills, in order to be effective when it comes to retail banking. The team member can expect to learn the following:

An introduction to retail banking: understand what this type of banking is and why it is important to banks, both now and in the future;
The various financial systems and how they link to retail banking;
The different types of banking and banking channels;
The different retail banking products and how these differ from traditional banking products.
What sets retail banking apart from banking that has been used for years;
An understanding of retail mortgages and loans and why this is important in today’s marketplace;
Various banking services and how these relate to retail banking;
The different banking payment systems that improve the customer experience and meet customers’ unique banking and financial needs;
Various banking operations that will be beneficial to the team member in the retail banking sector;
The importance of great customer service;
Money laundering: what it is, how it is carried out and what to watch out for, in order to reduce the risk of this happening within your bank.