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Understanding the Role of Banks

Understand your role in banking to make sense of decisions and stakeholder expectations. Connect a bank's functions, products and constraints with situations encountered in branches and support departments. Bring greater consistency to your advice and professional contribution.

Program PDF
2 days 14 hours
FMB23FR Code

Presentation

This two-day course provides a comprehensive understanding of banking's role in a globalised economy. As a bank employee, you will better understand its positioning and the expectations of both management and customers. The course also explores the different facets of banking professions.

Objectives

This course aims to help you:

  • Understand how a financial market operates.
  • Master the bank's role in the economic cycle.
  • Understand the key professions within a banking institution.
  • Develop additional arguments about the bank's role when handling a customer complaint or conducting a sales negotiation.
  • Prepare to implement a holistic wealth management approach after mastering the product and service offering.
Last update: 23/09/2026