Corporate Retail Banking Training Course

Edstellar's instructor-led Retail Banking training course empowers professionals with a deeper knowledge of retail banking and practical skills to serve customers better. The course exposes teams to retail banking’s core functions, banking products and services, financial systems, and more. Upskill your team to drive innovation in retail banking.

16 - 24 hrs
Instructor-led (On-site/Virtual)
Language
English
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Retail Banking Training
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Retail Banking Corporate Training Course

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Drive Team Excellence with Retail Banking Training for Employees

Empower your teams with expert-led on-site/in-house or virtual/online Retail Banking Training through Edstellar, a premier corporate training company for organizations globally. Our tailored Retail Banking corporate training course equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific needs, this Retail Banking group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Retail banking is one of the foundational provisions of the banking industry, focusing on providing financial services to individual consumers rather than corporations. Retail banking skills are crucial for a banking company to effectively meet consumer needs, foster trust, and drive business growth. Retail Banking training course equips professionals with advanced retail banking knowledge, enabling them to innovate, manage risks effectively, and improve customer satisfaction. They will also learn to navigate financial regulations and utilize digital banking technologies to enhance service delivery.

Edstellar's instructor-led Retail Banking training course offers an immersive learning experience, delivering virtual/onsite training options led by industry experts with domain expertise. The course is meticulously designed to provide a practical and customizable curriculum, addressing the unique needs of professionals in the banking sector. Edstellar's Retail Banking Training is the catalyst professionals need to transcend traditional banking roles and embrace the future confidently and competently.

Key Skills Employees Gain from Retail Banking Training

Retail Banking skills corporate training will enable teams to effectively apply their learnings at work.

  • Financial Advising
  • Risk Management
  • Sales and Cross-Selling Skills
  • Regulatory Compliance
  • Transaction Processing
  • Anti-Money Laundering (AML)

Retail Banking Training for Employees: Key Learning Outcomes

Edstellar’s Retail Banking training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Retail Banking workshop, teams will to master essential Retail Banking and also focus on introducing key concepts and principles related to Retail Banking at work.


Employees who complete Retail Banking training will be able to:

  • Analyze financial data to make informed decisions on loan approvals, interest rates, and investment products
  • Apply effective communication strategies to build and maintain strong customer relationships in the retail banking
  • Enhance teamwork and collaboration within the banking team to deliver exceptional service and achieve organizational goals
  • Explore and implement regulatory compliance measures to ensure all banking activities adhere to legal standards and ethical practices
  • Develop innovative banking solutions by integrating the latest technologies to meet customer needs and enhance operational efficiency

Key Benefits of the Retail Banking Corporate Training

Attending our Retail Banking classes tailored for corporations offers numerous advantages. Through our on-site/in-house or virtual/online Retail Banking training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Retail Banking .

  • Learn the fundamentals of retail banking, including products, services, and operational strategies
  • Explore innovative risk management and compliance approaches in the rapidly evolving banking terrain
  • Learn the techniques for analyzing and leveraging consumer behavior insights to tailor banking solutions
  • Equip professionals with the skills to manage customer relationships and enhance client satisfaction effectively
  • Develop an understanding of the latest financial technologies and how they can be applied to improve banking services

Retail Banking Training Topics and Outline

Our virtual and on-premise Retail Banking training curriculum is divided into multiple modules designed by industry experts. This Retail Banking training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Definition of retail banking
    • Core functions of retail banks
    • Distinction from corporate banking
  2. A brief history of the banking industry
    • Evolution from ancient times to modern banking
    • Milestones in banking development
  3. Features and benefits of retail banking
    • Accessibility and customer service
    • Variety of products and services
    • Personalization and technology integration
  1. Importance and role of financial systems
    • Economic development and financial stability
    • Intermediation and resource allocation
  2. Goals, objectives, and products
    • Financial goals of banks
    • Key banking products and their objectives
  3. Role of financial instruments
    • Securities, derivatives, and insurance products
  4. Financial markets, capital gains, and liquidity
    • Market types and their functions
    • Understanding capital gains and liquidity
  1. Definition of banking and banks
    • Legal and economic definitions
  2. Different types of banks
    • Specialized banking institutions
    • Comparison and roles
  3. Retail, commercial, and investment banking
    • Service offerings and target markets
  4. Building societies, central banks
    • Functions and importance in the financial system
  1. Overview of careers and job opportunities in the banking sector
    • Scope and growth in banking careers
  2. Type of job roles within the retail banking sector
    • Detailed roles and responsibilities
  3. Customer service and operational roles
    • Skill sets and qualifications needed
  4. Entry-level requirements for customer-service roles in retail banking
    • Educational and skill requirements
  1. Unsecured and secured loans, housing loans
    • Types and features
  2. Mortgage services: Fixed and variable rates
    • Advantages and disadvantages
  3. Capped, discounted, offset mortgages, mortgage fees
    • Comparison and selection criteria
  4. Tracker, cashback, and LTV rates
    • Understanding mortgage terms
  1. Current and savings accounts
    • Types and benefits
  2. Savings bonds and structured saving products
    • Investment options for savers
  3. Simple cash, basic cash ISA accounts
    • Tax efficiency and savings
  4. Easy access, regular deposit, and fixed bonds
    • Liquidity and returns
  1. Introduction to credit and debit cards
    • Functionality and usage
  2. A brief history of credit cards
    • Evolution of the credit card industry
  3. What is a credit card, and how does it work as a payment mechanism
    • Credit limits, interest rates, and fees
  4. How to calculate APR
    • Understanding the cost of credit
  1. Remittances and fund transfers
    • Types and importance
  2. Types of funds transfers
    • Electronic, wire, and ACH transfers
  3. Online transfers and faster payment services (FPS)
    • Speed and security
  4. Standing orders and direct debits
    • Automated payment solutions
  1. Understanding the role of banks as financial intermediaries
    • Mobilizing savings and allocating credit
  2. Mutual fund investments
    • Structure, types, and benefits
  3. How mutual funds work, charges, costs
    • Expense ratios, and returns
  4. ETFs, Gilts, and bond investments offered by retail banks
    • Diversification and risk management
  1. Understanding 'bancassurance'
    • Integration of banking and insurance services
  2. Components of bancassurance
    • Product offerings and strategic benefits
  3. Finance and repayment products
    • Loan protection and insurance products
  4. Depositor's credit and overdraft insurance
    • Safeguarding deposits and managing overdrafts
  1. Gold, safekeeping of valuables, SIPP/pension funds
    • Investment products and security services
  2. Payment of council taxes and bills
    • Convenience and efficiency
  3. Bacs and CHAPS payments
    • High-value and batch payment systems
  1. Objectives of customer relationship
    • Enhancing customer loyalty and satisfaction
  2. The link between technology and customer services
    • Digital banking and customer engagement
  3. Key requirements and objectives of an effective customer relationship strategy
    • Personalization and data analytics
  4. Features and relevance of relationship banking
    • Building long-term customer relationships
  1. What is money laundering, and why is it a crime?
    • The process and impact on financial systems
  2. Different ways money can be laundered
    • Layering, placement, and integration stages
  3. Why banks are vulnerable to money laundering activities
    • Detection and prevention strategies
  4. Basel committee recommendations for bank accounts
    • Compliance and regulatory frameworks

This Corporate Training for Retail Banking is ideal for:

What Sets Us Apart?

Retail Banking Corporate Training Prices

Our Retail Banking training for enterprise teams is tailored to your specific upskilling needs. Explore transparent pricing options that fit your training budget, whether you're training a small group or a large team. Discover more about our Retail Banking training cost and take the first step toward maximizing your team's potential.

Small Group
Large Groups

Request for a quote to know about our Retail Banking corporate training cost and plan the training initiative for your teams. Our cost-effective Retail Banking training pricing ensures you receive the highest value on your investment.

Request for a Quote

Our customized corporate training packages offer various benefits. Maximize your organization's training budget and save big on your Retail Banking training by choosing one of our training packages. This option is best suited for organizations with multiple training requirements. Our training packages are a cost-effective way to scale up your workforce skill transformation efforts..

Starter Package

125 licenses

64 hours of training (includes VILT/In-person On-site)

Tailored for SMBs

Most Popular
Growth Package

350 licenses

160 hours of training (includes VILT/In-person On-site)

Ideal for growing SMBs

Enterprise Package

900 licenses

400 hours of training (includes VILT/In-person On-site)

Designed for large corporations

Custom Package

Unlimited licenses

Unlimited duration

Designed for large corporations

View Corporate Training Packages

Retail Banking Course Completion Certificate

Upon successful completion of the Retail Banking training course offered by Edstellar, employees receive a prestigious course completion certificate, symbolizing their dedication to ongoing learning and professional development. This certificate not only validates the employees' acquired skills but also serves as a powerful motivator, inspiring them to further enhance their expertise and contribute effectively to organizational success.

Target Audience for Retail Banking Training Course

The Retail Banking training course is ideal for bank tellers, branch managers, financial advisors, loan officers, credit analysts, personal bankers, and risk managers.

The Retail Banking training program can also be taken by professionals at various levels in the organization.

Retail Banking training for managers

Retail Banking training for staff

Retail Banking training for leaders

Retail Banking training for executives

Retail Banking training for workers

Retail Banking training for businesses

Retail Banking training for beginners

Retail Banking group training

Retail Banking training for teams

Retail Banking short course

Prerequisites for Retail Banking Training

Professionals with a basic understanding of financial services and banking operations can take the Retail Banking training course.

Assess the Training Effectiveness

Bringing you the Best Retail Banking Trainers in the Industry

The instructor-led Retail Banking training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Retail Banking Access practices.

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Training Delivery Modes for Retail Banking Group Training

At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online Retail Banking training for companies. This method has proven to be the most effective, outcome-oriented and well-rounded training experience to get the best training results for your teams.

Virtuval
Virtual

Instructor-led Training

Engaging and flexible online sessions delivered live, allowing professionals to connect, learn, and grow from anywhere in the world.

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On-Site
On-Site

Instructor-led Training

Customized, face-to-face learning experiences held at your organization's location, tailored to meet your team's unique needs and objectives.

View PricingEnquire Now
Off-Site
Off-site

Instructor-led Training

Interactive workshops and seminars conducted at external venues, offering immersive learning away from the workplace to foster team building and focus.

View PricingEnquire Now

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