Overview

"GTB Account Services (Level 2B)" provides comprehensive training on Current Account and Savings Account (CASA) management, as well as operating accounts within Global Transaction Banking (GTB). Participants will learn the definitions of CASA and operating accounts, contrast their nature, explore strategies for acquiring CASA, and understand how operating accounts function. The course emphasizes the importance of CASA for banks, sales techniques for CASA acquisition, and strategies for attracting cheap funds through operating accounts.

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Outcome

Define CASA and operating accounts.


Contrast the nature of both CASA and operating accounts


Describe strategies of acquiring CASA.


Recognize how operating accounts work.

Details

Developed by: Beacon FinTrain

Standard Total Hours: 6 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Definition of saving and current accounts.
  • Importance of CASA for the bank.
  • Sales techniques for CASA.

  • Definition of operating accounts.
  • Strategies for attracting cheap funds.
  • Financial packages for corporates.

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Who Should Attend

  • Retail Banking Managers
  • Corporate Banking Executives
  • Product Development Specialists:
  • Branch Managers

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.