BANKING FUNDAMENTALS

BANKING FUNDAMENTALS

The purpose of this curriculum is to provide an introduction to the fundamentals of banking, specifically the products and services offered by the bank. The curriculum will provide detailed overviews of each product or service offered by the bank and introduces the learner to the essential functions of each department of the bank.

Duration : 15 Hours

Certificate Accreditation: INSPIRE

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Trends in Banking
T1) The MA Environment
T2) Technology and Services
T3) Global Banking
T4) Tracking the Customer
The Operations Team: Products and Services
T1) Operations
T2) Items Processing
T3) Audit Compliance and Legal
T4) Information Technology
T5) Finance
T6) International Operations
T7) Human Resources
The Investment Team
T1) The Investment Team
T2) Trading
T3) Finance Services
T4) Brokerage
T5) Portfolio Management
T6) Additional Departments
The Retail Team: Products and Services
T1) The Retail Management Team
T2) The Retail Credit Department
T3) Branches
T4) Management Support
T5) Account Services
T6) Vault Services
T7) Overview of Retail Products
T8) Savings Accounts
T9) Checking Accounts T10) IRAs
T11) Credit
T12) Trust Services
T13) Business Accounts
T14) Additional Retail Services

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