Back Office Management Workshop
Course Description
This training course will teach you how to create an air-tight back office. You’ll learn how to effectively improve the control, efficiency and performance of your back office operations.
This programme is designed primarily for new entrants into this market and will look to equip them with some of the basic skills that they will need if they are to make a success of what they do and enable them to continue to grow the success of their employer banks.
This programme is also designed for new entrants into the market although it could also prove suitable to those who feel in need of a refresher and who wish to broaden their knowledge base.
Learning Objectives
There is an enormous and growing market for retail banking across the world and a need for the skills necessary to manage that process. As more people seek to protect and grow their wealth that need will show a commensurate growth in retail banking.
This 3- day course will provide an introduction to retail banking and the main types of transaction undertaken to enable new entrants to gain a general understanding of the market including:
- Deposit taking
- Loans & facilities including….
- Overdrafts
- Mortgages
- Term Finance
- Structured lending
- Syndicated lending
- Credit Cards
- Personal Loans
- Auto Loans
- Sovereign debt
- The management of risk
- Capital requirements & regulations
- Source of deposits.
- Distribution channels & technology
- Credit analysis
- Pricing & required return
- Asset Management
- Customer Retention & Loyalty
- Sales model
- Direct Sales Channel – Do’s and Don’t’s
- Balance Sheet maximization
- Quality Assurance
Who Should Attend?
- Bank Office Management
- Middle office staff
- Operations staff
- Settlement staff
- Risk management staff
- Treasury operations personnel
- Treasury auditors
- Financial controllers, accountants and analysts
- Regulatory and compliance personnel
Methodology
This course incorporates workshop and case study sessions and we encourage you to ask questions and interact with the trainer and other delegates.
Knowledge Pre-requisites
Whilst some basic knowledge of back office banking operations would be beneficial, the course will commence with a brief refresher to deal with basic concepts. Given the focus on the practical it is important for delegates to contribute to the course to ensure that all delegates achieve the maximum value from the event.
