Data Management and Performance Improvement for Reporting Specialist

Certificate overview

This certificate is designed for professionals working in customer service within the banking sector. It enables participants to learn effective methods for handling customer inquiries and resolving issues in accordance with the bank’s policies and procedures.

This certificate aims to equip participants with the fundamental knowledge and skills in collecting, managing, and analyzing data, and transforming it into professional reports that support decision-making and improve organizational performance. The program focuses on the practical aspects of using data management tools, analyzing data quality and accuracy, designing simplified databases, analyzing and visualizing data, and creating professional reports using modern tools such as Business Intelligence (BI) systems, with practical applications drawn from the workplace—particularly the banking sector.

What you will learn

Curriculum

4 modules

1. 01Applying Basic Techniques and Tools for Data Management and Data Quality Analysis
2. 02Designing a Simplified Database Structure and Developing Data Analysis and Visualization Strategies
3. 03Creating Professional Data Reports and Identifying Key Performance Indicators (KPIs)
4. 04Interpreting Data for Performance Improvement and Classifying Customer Complaint Information

Who it is for

• Customer service employees in the banking sector of various rankings

Eligibility requirements

Applicants must:

• Hold a degree from a recognized educational organization.
• Have professional experience in the field.
• Sit for and pass the certification examination.
• Adhere to the Professional Development Institute (PDI) Code of Ethics.