All workshops are available in-person OR virtually. We are experiencing strong demand in from November to December 2024.
Enquire and book early to avoid disappointment
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.
COURSE OUTLINE
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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…
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Trade Flow
Key characteristics of products supported by Operations
Trade cycle: pre- to post-settlement
Roles of different market participants
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Communication Skills
Using email in the workplace
Communicating with clients
How to communicate with your team, manager and front office
Customer service
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Operational Risk
Industry governance
Trade cycle risk
Causes of operational risk incidents
Impact and consequences
Prevention and mitigation
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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.
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.