Bank Management

Course Category : Finance

From Foundation to Mastery
Duration: 5 days (total of 20 hours)

Introduction

This course is designed to provide participants with a comprehensive understanding of the banking environment, focusing on essential principles of banking management.
It covers the foundational structure of banking institutions, daily banking operations, banking products and services, as well as an introduction to financial analysis, digital banking, and risk management.
Through a balanced approach between theoretical knowledge and practical applications, the course equips participants with the competencies needed to enter or grow within the banking sector.

Targeted Specializations

  • Graduates of financial, banking, and administrative disciplines
  • Job seekers aiming to work in the banking sector
  • Newly hired bank employees or those transferred to different departments
  • Individuals interested in enhancing their banking and financial knowledge

Targeted Skills

  • Understand the structure of the banking system and the functions of banks
  • Learn about daily banking operations and their management
  • Distinguish between different types of bank accounts and financial products
  • Gain knowledge of the fundamentals of financial analysis in banking
  • Understand key concepts in bank risk management
  • Comprehend the mechanisms of digital transformation in banking operations
  • Develop effective customer communication skills within the banking environment

Expected Outcomes

By the end of the course, the participant will be able to

  • Build a comprehensive understanding of the fundamentals of banking operations
  • Apply daily banking procedures in accordance with approved practices
  • Identify banking products and services and their areas of application
  • Conduct preliminary analysis of bank financial statements
  • Understand the basic concepts of risk management and compliance
  • Keep up with modern trends in banking digitalization
  • Enhance communication skills with clients in line with banking standards

Training Topics Index

The role of banks in the economic system

Fundamental principles of banking

Evolution of the banking sector locally and globally

Commercial banks

Investment banks

Islamic banks

Central banks and their supervisory role

Main administrative and technical departments

Branch functions and task distribution

Relationship between branches and top management

Types of bank accounts and opening requirements

Procedures for withdrawals, deposits, and transfers

Cash management, checks, and remittances

Types of deposits

Loans and credit facilities

Bank cards (credit, prepaid, debit)

Customer service and various banking channels

Online banking services and mobile applications

ATMs and point-of-sale (POS) systems

Cybersecurity in the banking sector

The future of financial technology (FinTech)

Components of banks’ main financial statements

Financial performance indicators and analysis of liquidity and profitability

Simplified practical applications

Types of banking risks (credit, operational, market)

Concept of compliance and internal control

Overview of international standards (e.g., Basel)

Effective communication skills with clients

Managing customer complaints and objections

Strengthening customer loyalty and trust

Analysis of real-world banking cases

Implementation of practical banking operation scenarios

Evaluating banking performance and providing recommendations

Course Features

  • Modern and practical content
  • Real-world examples and leadership exercises
  • Pre- and post-course assessments to measure impact
  • Accredited certificate with QR code verification