Overview

The "Branch Operations (Level 1F)" course provides foundational knowledge and practical skills essential for effectively managing day-to-day branch activities. Through an examination of cash, operations, service, sales activities, and handling requests and complaints, participants will learn to design performance reports, facilitate staff communication, and plan branch operations from opening to closing.

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Outcome

Define the day-to-day branch activities


Design the frequent performance report


Summarize Staff communication process


Plan from day opening and closing

Details

Developed by: Beacon FinTrain

Total Hours: 6 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Cash activities
  • Operations activities
  • Service activities
  • Sales activities
  • Request and complaints handling

  • Morning Huddle
  • Mid mid-date touch point
  • Daily sales performance
  • Daily control reports (operations, compliance, ….. etc.)
  • Phone calls and visits reports
  • Service quality and clean desk
  • Sudden check up on different departments.

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Who Should Attend

  • Newly appointed branch managers
  • Assistant branch managers transitioning to managerial roles
  • Frontline staff aspiring to advance to supervisory positions
  • Operations managers and team leaders involved in branch management

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.