Retail Banking Certificate

Course Code: PRO1040
School: ProTrain Online

Description

This program acquaints the participants with an in-depth understanding of various knowledge areas that are required of a modern banking professional. The students will be equipped with the knowledge of the various retail banking products, how to effectively sell these products and services, and how to build a long-term relationship with their customers. The students will also be provided with essential technology skills required to work effectively.

The key knowledge areas are:

• Banking essentials
• Banking products
• Soft skills
• Banking technology
• Marketing banking services
• Regulatory environment

Course Highlights:

• Introduction to banking
• Banker Customer Relationship
• Types of Customers and Their Accounts
• Negotiable Instruments and Related Matters
• Overview of Deposit Function
• Demand Deposits
• Time Deposits
• Types of Deposits - Advantages and Disadvantages
• Payment and Settlement System
• Electronic Transfer of Funds
• Overview of Credit Function
• Principles and Practice of Lending
• Securities for Lending
• Mortgage Loans
• Auto Loans
• Fee-based Banking Services
• Credit Card Operations
• Dematerialization and Other Services
• Introduction to Marketing
• Marketing of Bank Services
• Customer Relationship Management
• Banking Technology
• Know your Customer

Outcomes

The students will be equipped with the knowledge of the various retail banking products, how to effectively sell these products and services, and how to build a long-term relationship with their customers.

Assessment

I'd Like To Enroll In This Course   $575.00