Retail Banking II

Retail Banking II focuses on the competencies and capacities required to build and manage high-performing, cross-functional, agile teams in support of the transformation in retail banking.

The learning objective of this course is to manage high-performing teams to strengthen a customer-centric culture and support a sustainable and profitable retail banking business.

Modules

  1. Digital Marketing
  2. Product Portfolio Management
  3. SME Lending
  4. People Management
  5. Customer Care
  6. Performance Management
  7. Wealth Management
  8. Balance Sheet Management
  9. Risk Management
  10. Financial Management

Learning outcomes and Competencies gained

Upon completion of this program, candidates will be able to:

  • Develop a digital marketing strategy to understand how an approach based on qualitative data can identify and meet customer expectations. 
  • Identify and asses relevant market-related data to analyse the needs of customer segments and define suitable products to correspond to those needs.
  • Understand and compare different types of innovative consumer lending products, such as marketplace lending.
  • Analyse the importance of effective people management and how it can affect the bank’s profitability through actions that promote employee engagement, knowledge management and relational capital.
  • Link appropriate Key Performance Indicators with the bank’s strategic objective of customer care.
  • Create balanced scorecards and dashboards that can be used to evaluate branch performance.
  • Understand and explain typical risks in retail banking as defined by Basel core principles.
  • Grasp the meaning and significance of the main entries in the retail bank’s income statements, balance sheets and loan books

Continue your learning journey and progress your career by entering onto the next level of the Certified Retail Banker (CRB) curriculum. Retail Banking III is the third level of the CRB curriculum, which focuses on developing and strengthening the capabilities, required to lead retail banking strategic business units (SBUs) during periods of dynamic change, with a laser focus on the client.

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