Overview

"GTB Account Services (Level 1A)" provides foundational training on account services in the Global Transaction Banking (GTB) sector. Participants will learn about the requirements and processes involved in account opening, how to interpret various client requests, and strategies for efficiently handling daily requests and complaints. The course emphasizes the importance of customer service, priorities setting, and leveraging requests for cross-selling opportunities.

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Outcome

Define requirements of account opening


Summarize the account opening process


Interpret different types of clients’ requests


How to handle daily requests

Details

Developed by: Beacon FinTrain

Standard Total Hours: 12 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Requirements of account opening
  • Types of account opening
  • Account opening process
  • Relation between account opening stakeholders

  • Priorities setting and to do lists
  • Requests follow up
  • Complaint handling

  • Customer service area requests
  • Cash and operations area requests
  • Requests as a tool for cross selling Analysis

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Who Should Attend

  • Banking Professionals
  • G T B Associates
  • Client Relationship Managers
  • Operations Staff:
  • Compliance Officers

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.