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Introduction to Banking Operations

2-Day course ideal for new hires & graduates


This customisable 1 or 2-day course is ideal for new hires & graduates in the banking industry and can be conducted in the convenience of your meeting room.


Training prices start from a TOTAL fee of $3,500 a day for a maximum of 20 staff. Costs include all materials, including customised handbooks for all participants.


               Meeting/conference room and catering available.                       



  • Introduction to Operations

       What is Operations and its role within the firm?

       What are the different departments, and how do they impact each other?

       Different roles in the firm outside of Operations

       A day in the life of…

  • Trade Flow

       Key characteristics of products supported by Operations

       Trade cycle: pre- to post-settlement

       Roles of different market participants


  • Communication Skills

       Using email in the workplace

       Communicating with clients

       How to communicate with your team, manager and front office

       Customer service

  • Operational Risk

       Industry governance

       Trade cycle risk

       Causes of operational risk incidents

       Impact and consequences

       Prevention and mitigation

  • Career Progression

       Defining your role

       Requirements for promotion

       Expectations and responsibilities at different levels

       Career path of a successful operations professional


   Read our testimonials here.

  To enquire, email                

          Why you should attend



- Learn about the different departments and their role within Operations


- Master communication with clients, your team, front office and more


- Understand the importance of operational risk and how to prevent incidents


- Learn how to progress in your banking career   

"Mark is an exceptional trainer. He really cares about everyone who attends the course, and we actually had follow-up after the course, which is something we haven't experienced before. Highly recommended."


Michael Tan, Course Graduate

More testimonials here.

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