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Banking Courses | Financial Training | Edcomm Group

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Seat Time: 1.75hrs - Desc:

This course will discuss the importance of appearance in the professional setting, for both men and women. The course will also outline the necessity of professionalism for tellers, including the importance of cultivating characteristics such as loyalty and respect, with additional points upon socialization. Upon successful completion of this course, the learner will have a solid understanding of the following:

  • The importance of confidentiality.
  • The organizational skills designed to improve productivity and encourage good habits in the workplace.
  • The proper procedures for handling numbers.

Seat Time: 3hrs - Desc:

This course will introduce the learner to the many transactions for which tellers assist customers, such as check cashing, withdrawals, deposits, and other purchases and teller duties. The course will also detail the importance of transaction decisions, and describe processes and procedures to be conducted before every type of transaction. After completing this program, the learner will have a solid understanding of the following:

  • All parts of a check.
  • Appropriate methods for conducting withdrawals for customers.
  • Various types of negotiable instruments available for purchase by customers.

Seat Time: 1.5hrs - Desc:

This course will introduce the learner to the responsibilities of and the functions performed by the investment team. This course will also provide an overview of the various departments involved in investment banking. After completing this program, the learner will be able to:

  • Understand the role of the investment team.
  • Explain the purpose and function of various departments in terms of investment banking.
  • Adhere to the duties of an investment official.

Seat Time: 1.75hrs - Desc:

This course will introduce the learner to the operations team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as items processing, information technology, and international operations. After completing this course, the learner will understand:

  • The functions of the Audit, Compliance, and Legal departments at the organization.
  • The importance of the Finance department to the organization.
  • The role of Human Resources at the organization.

Seat Time: 3.5hrs - Desc:

This course will introduce the learner to the retail team, its role at the organization, and all of the products and services that it offers. The course will familiarize the learner with departments and services such as retail credit, account services, and vault services. In addition, the topics in this course will also focus on checking and savings accounts and other retail services. After completing this course, the learner will understand:

  • What the retail management team is and how it works.
  • The details of each of the products and services that the organization offers.
  • How to provide efficient service to customers.

Seat Time: 2hrs - Desc:

This course will introduce the learner to the basics of trade finance and trade transactions, with emphasis on the parties involved in these transactions, such as importers, exporters, banks, and carriers. Additionally, the course will cover the most important documents that are required in trade finance transactions, such as letters of credit, drafts, invoices, and certificates of origin and insurance. After completing this program the learner will understand:

  • Letters of credit.
  • Documentary collections.
  • Working capital financing.

Seat Time: 1hrs - Desc:

This course will provide an overview of current events and trends in banking which affect the financial world. This course will also introduce the learner to the environment of mergers and acquisitions, and the purpose of this department. After completing this program, the learner will be able to:

  • Maintain customer relationships using appropriate strategies such as commercial lending.
  • Understand the use and purpose of e-signing capabilities and digital cash in a global and technological age.
  • Function accordingly in the mergers and acquisitions environment.

Seat Time: 1.75hrs - Desc:

This course will provide an overview of the various types of risk that can occur. This course will detail credit, market, operational, strategic, interest rate, liquidity, and reputational risk. After completing this program, the learner will understand how to:

  • Differentiate between the types of risk that can occur.
  • Identify, address, and avoid risk by implementing various procedures and preventative measures.
  • Understand the bank products, services, and individuals which are most likely to pose these risks.
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