Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate&#039;s treasury workflow —all the way to efficient, finance training programs.

Course Overview

"GTB Account Services (Level 1A)" provides foundational training on account services in the Global Transaction Banking (GTB) sector. Participants will learn about the requirements and processes involved in account opening, how to interpret various client requests, and strategies for efficiently handling daily requests and complaints. The course emphasizes the importance of customer service, priorities setting, and leveraging requests for cross-selling opportunities.

Learning Outcome

Define requirements of account opening

Summarize the account opening process

Interpret different types of clients’ requests

How to handle daily requests

Course Outline

Requirements of account opening
Types of account opening
Account opening process
Relation between account opening stakeholders

Priorities setting and to do lists
Requests follow up
Complaint handling

Customer service area requests
Cash and operations area requests
Requests as a tool for cross selling Analysis

Who Should Attend

Banking Professionals=G T B Associates=Client Relationship Managers=Operations Staff:=Compliance Officers

Nessma Rashwan