Drive Team Excellence with Retail Banking Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Retail Banking Training through Edstellar, a premier Retail Banking training company for organizations globally. Our customized training program equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific training 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)

Key Learning Outcomes of Retail Banking Training Workshop

Edstellar’s Retail Banking group training 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 Group Training

Attending our Retail Banking classes tailored for corporations offers numerous advantages. Through our Retail Banking group 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

Topics and Outline of Retail Banking Training

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

Target Audience for Retail Banking Training Course

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

  • Retail Bankers
  • Loan Officers
  • Personal Bankers
  • Customer Service Representatives
  • Financial Advisors
  • Investment Advisors
  • Banking Specialists
  • Mortgage Advisors
  • Teller Supervisors
  • Sales Specialists
  • Credit Analysts
  • Managers

Prerequisites for Retail Banking Training

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

Share your Training Requirements
Valid number

Corporate Group Training Delivery Modes
for Retail Banking 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 for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

 Virtual trainig

Our virtual group training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's onsite group training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

Edstellar's off-site group training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

Explore Our Customized Pricing Package
for
Retail Banking Corporate Training

Elevate your team's performance with our customized Retail Banking training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.

Get a Group Training Quote
Select the Number of Participants
Please select an option or fill in the custom field.
Is the Requirement Only for the Below Course?
Please select at least one course.
Add the List of Training Workshops
Option 1

    No. of Courses selected: 0

    Clear


      Please select the course

      Option 2
      Upload a CSV

      Send us your Training Requirements in 3 Easy steps

      1. Download the training requirement
        template
      2. Add the required training workshops
      3. Upload to get a quick quote or email it to contact@edstellar.com

      Option 3

      Looking for a one-time pricing option for all your annual training requirements?

      View Corporate Training Packages
      Select the Option that best Describes Your Requirement





      Please select an option or choose from the recurring options.

      Review Your Training Details and Submit

      Review your Requirements

      Course Name

      Retail Banking Training

      1. No of Participants

      2. Type of training Requested

      3. No of Batches

      1

      Review your Requirements

      Training Workshops Selected :


        Fill the form to submit
 your details
        Request a Training Quote
        Valid number
        We've received your enquiry. Our team will be in touch soon.
        Oops! Something went wrong while submitting the form.
        Starter
        125 licences

        Tailor-Made Licenses with Our Exclusive Training Packages!

        View Package

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

        Tailored for SMBs

        Growth
        350 licences

        Tailor-Made Licenses with Our Exclusive Training Packages!

        View Package

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

        Ideal for growing SMBs

        Enterprise
        900 licences

        Tailor-Made Licenses with Our Exclusive Training Packages!

        View Package

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

        Designed for large corporations

        Custom
        Unlimited licenses

        Tailor-Made Licenses with Our Exclusive Training Packages!

        View Package

        Unlimited duration

        Designed for large corporations

        Edstellar: Your Go-to Retail Banking Training Company

        Experienced Trainers

        Our trainers bring years of industry expertise to ensure the training is practical and impactful.

        Quality Training

        With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

        Industry-Relevant Curriculum

        Our course is designed by experts and is tailored to meet the demands of the current industry.

        Customizable Training

        Our course can be customized to meet the unique needs and goals of your organization.

        Comprehensive Support

        We provide pre and post training support to your organization to ensure a complete learning experience.

        Multilingual Training Capabilities

        We offer training in multiple languages to cater to diverse and global teams.

        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."

        Liam Anderson
        HR Head,
        A Global Technology Company

        "Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."

        David Park
        Operational Manager,
        A Global High-Tech Engineering and Manufacturing Company

        "Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."

        Carlos Fernandez
        Technical lead,
        Global e-Learning Company

        "Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."

        Ewan MacLeod
        IT Director,
        Innovative IT Company

        "Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."

        Rajesh Mehta
        Operational Manager,
        Sustainable Mobility Company

        "Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."

        David Harris
        Head of Quality Assurance,
        Leading IT Services Company

        "Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."

        John Smith
        Head of Technology Development,
        Defense Technology Company

        "Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."

        James Carter
        Head of Operations,
        Global Food Company

        "Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."

        John Davis
        Head of Training and Development,
        Leading Tech Consultancy

        "Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."

        John Roberts
        Head of IT Operations,
        Leading Broadband Provider

        "Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."

        Andrew Scott
        Head of Training and Development,
        Leading Real Estate Firm

        "Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."

        Olivia Martin
        Head of Quality Assurance,
        Innovative Diagnostics Solutions Provider

        "Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."

        Emily Brown
        Head of Digital Marketing,
        Leading Market Research Firm

        "Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."

        Matthew Lee
        Head of Network Services,

        "Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."

        Sarah Mitchell
        Head of Training and Development,
        Leading Outsourcing Firm

        Get Your Team Members Recognized with Edstellar’s Course Certificate

        Upon successful completion of the Retail Banking training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Course Completion Certificate

        We have Expert Trainers to Meet Your Retail Banking Training Needs

        The instructor-led 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 Access practices.

        Finance Management Trainer in New Delhi
        Amit
        New Delhi, India
        Trainer since
        May 1, 2018
        Time Management Trainer in Mumbai
        Urvashi
        Mumbai, India
        Trainer since
        January 1, 2016
        Retail Banking Trainer in New Delhi
        Promila
        New Delhi, India
        Trainer since
        July 1, 2009
        Core Sales Skills Trainer in Mumbai
        Vinayak
        Mumbai, India
        Trainer since
        September 1, 1985

        Other Related Corporate Training Courses