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Beacon FinTrain

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

Course Overview

"GTB Account Services (Level 2B)" provides comprehensive training on Current Account and Savings Account (CASA) management, as well as operating accounts within Global Transaction Banking (GTB). Participants will learn the definitions of CASA and operating accounts, contrast their nature, explore strategies for acquiring CASA, and understand how operating accounts function. The course emphasizes the importance of CASA for banks, sales techniques for CASA acquisition, and strategies for attracting cheap funds through operating accounts.

Learning Outcome

Define CASA and operating accounts.

Contrast the nature of both CASA and operating accounts

Describe strategies of acquiring CASA.

Recognize how operating accounts work.

Course Outline

  • Definition of saving and current accounts.
  • Importance of CASA for the bank.
  • Sales techniques for CASA.

  • Definition of operating accounts.
  • Strategies for attracting cheap funds.
  • Financial packages for corporates.

Who Should Attend

Retail Banking Managers=Corporate Banking Executives=Product Development Specialists:=Branch Managers

Mohamed Fathy

Software Engineer Product Owner