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Retail Banking Essentials Course

Retail Banking Essentials Course

  • 30 Day Money Back Guarantee
  • Completion Certificate
  • 24/7 Technical Support

Highlights

  • On-Demand course

  • All levels

Description

The first recorded bank in history with features similar to modern retail banks was Banca Monte dei Paschi di Siena, founded in 1472 in Italy. It is considered the world's oldest surviving bank. DIve into the intricate world of financial services, starting with a captivating exploration of the fundamental principles in banking. Understand the diverse range of services offered by banking institutions, gaining insights into their classifications and intricacies.

As you progress, immerse yourself in the pivotal role of a bank teller, mastering the art of handling transactions and providing exceptional customer service. Be aware of the mathematics tailored specifically for bank tellers, equipping yourself with the essential skills needed in this numerical landscape. Explore the intricacies of bookkeeping and payment systems, honing your abilities to maintain financial records with precision.

The course extends beyond routine operations, going into the critical domains of risk management and ethics within the banking sector. Gain a profound understanding of cash handling techniques, including sorting and counterfeit identification, to fortify your skills in maintaining the integrity of financial transactions. Also learn to combat fraud, ensuring a secure banking environment.

Throughout the journey, our curriculum seamlessly weaves together theoretical knowledge and practical skills, empowering you to excel in the multifaceted world of Retail Banking. Enrol now to shape a rewarding career where financial expertise meets unwavering ethical standards.

Key Features

  • CPD Accredited

  • FREE PDF + Hardcopy certificate

  • Fully online, interactive course

  • Self-paced learning and laptop, tablet and smartphone-friendly

  • 24/7 Learning Assistance

  • Discounts on bulk purchases

Course Curriculum

  • Module 01: Introduction to Banking

  • Module 02: Banking Services

  • Module 03: Categories of Banking Institutions

  • Module 04: Bank Teller

  • Module 05: Bank Accounts and Opening Them

  • Module 06: Mathematics for Bank Tellers

  • Module 07: Bookkeeping and Payment

  • Module 08: Cash Sorting & Counterfeit Identification

  • Module 09: Fraud Handling

  • Module 10: Customer Services

  • Module 11: Banking Risk Management

  • Module 12: Ethics

Learning Outcomes

  • Understand diverse banking services and their applications.

  • Demonstrate proficiency in fundamental bank teller responsibilities.

  • Apply mathematical principles tailored for effective banking operations.

  • Acquire skills in cash sorting, counterfeit identification, and fraud handling.

  • Enhance customer service skills within the banking context.

  • Develop a comprehensive understanding of banking risk management and ethics.

Accreditation

This course is CPD Quality Standards (CPD QS) accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.

Certificate

After completing this course, you will get a FREE Digital Certificate from Training Express.

CPD

10 CPD hours / points Accredited by CPD Quality Standards

Who is this course for?
  • Individuals aspiring to pursue a career in retail banking.

  • Those seeking foundational knowledge in banking services.

  • Entry-level professionals in the financial sector.

  • Students with an interest in finance and banking.

  • Career changers aiming for opportunities in the banking industry.

  • Anyone keen on understanding the ethical dimensions of banking.

  • Individuals desiring expertise in cash handling and fraud prevention.

  • Banking enthusiasts looking to enhance customer service skills.

Career path
  • Bank Teller

  • Customer Service Representative in Banking

  • Retail Banking Associate

  • Banking Operations Assistant

  • Fraud Prevention Specialist

  • Risk Management Officer in Banking

Certificates

Digital certificate

Digital certificate - Included

Once you've successfully completed your course, you will immediately be sent a FREE digital certificate.

Hard copy certificate

Hard copy certificate - Included

Also, you can have your FREE printed certificate delivered by post (shipping cost £3.99 in the UK).
For all international addresses outside of the United Kingdom, the delivery fee for a hardcopy certificate will be only £10.
Our certifications have no expiry dates, although we do recommend that you renew them every 12 months.

About The Provider

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