Retail Banking: Foundations For Bankers

Discover the core concepts of retail banking and develop the expertise needed to excel in your banking role.

Created by: Rian Chapman
Senior Digital Product Manager...Crafting CX for +3m users!

What Will I Learn?

• Understand the fundamentals of retail banking and its role in the economy.
• Learn how banks make money through interest and fees.
• Explore different banking channels, including branches, call centers, relationship managers and digital banking.
• Master key retail banking products like transaction & savings accounts, loans, and credit cards.
• Discover the importance of customer service and lending operations.
• Gain insights into payment operations and credit collections.
• Understand financial crime prevention strategies in retail banking.
• Explore the roles of finance, treasury, and technology in banking.
• Learn about compliance, legal, and risk management in retail banking.
• Analyze the importance of credit and operational risk.
• Discover key metrics used to measure retail banking performance.
• Explore the future trends shaping retail banking and digital transformation.

Requirements

• Basic banking knowledge (take my course: Banking Fundamentals first)

Target audience

• Aspiring Banking Professionals: Ideal for individuals who are looking to start a career in banking and want a comprehensive understanding of the industry.
• Finance Students: Perfect for finance or business students who want to supplement their academic knowledge with practical insights into the banking sector.
• Current Bank Employees: Beneficial for those already working in banking who wish to broaden their knowledge, enhance their skills, or transition into different areas within the bank
• Entrepreneurs and Business Owners: Helpful for entrepreneurs and business owners who want to better understand banking products and services to effectively manage their finances.
• Financial Advisors and Consultants: Essential for financial professionals who need to deepen their understanding of banking to better serve their clients.
• Anyone Interested in Banking: Suitable for anyone curious about how banks operate, generate revenue, and manage risks in today’s financial landscape.