Certified Bank Branch Manager

Certificate Overview

This professional certificate has as been designed to provide participants with a holistic overview on managing banking branches in practice. It will provides a comprehensive understanding of the key principles of managing bank’s branches as it remain the primary channel for customer acquisition and consultative sales for both consumers and small businesses.

What you will Learn – Key Takeaways

  • Understand the Bank’s management practice, by examine and identify the key roles of branch employees and their associated ethical and professional stance in relation to creating positive customer experience
  • Develop the level of knowledge that teaches professionals the essential business acumen and best practice-led competencies in customer-centric service delivery that creates customer value, drives revenue and process efficiencies and serves customer needs through the branch network.

Target Audience

This highly practical and interactive certification program has been specifically designed for professionals in the banking sector with positions:

→ Financial Institutions Branch Managers

→ Line of Business Staff

Certificate Outline

  • Introduction to Banking and Financial Services
  • Retail Banking
  • Corporate Banking
  • Marketing and Effective Sales Management
  • Customer Service Quality
  • Relationship Management
  • People Management Operations
  • Financial Management

Exam Requirements

Online Examination will need to be sat under controlled conditions at an PDI accredited centre.

  • 70% passing grade
  • Exam available in a range of languages
  • 3 Hours duration

Download PDF here.