Retail Banking’s strategic intent is ‘to deliver a choice of distinctive, client-centred banking experiences’ for all in Southern Africa, thereby fostering enduring client relationships underpinned by sound risk management, people, processes and technology. All employees in the Retail Sales department within a bank are well suited for skills development training in the areas related to the retail banking sales and marketing management learnership.

Qualifications

National Certificate in Banking (SAQA ID: 20186)

Target Market

Employees already employed in and those who wish to be employed in the financial services industry

Entry Requirements

Grade 12 or equivalent

Objectives

At the end of this programme, the learner should be able to:
• Determine the banking-related financial needs of a business
• Provide sales-related services within the banking sector
• Produce and present banking-related sales solutions
• Apply banking-related direct selling techniques
• Identify financial implications for making decisions
• Apply business financial practices
• Explain client requirements and their impacts
• Explain legislative and regulatory requirements and their impacts
• Perform external sales process of a bank
• Implement personal selling strategies to achieve banking-related targeted results
• Identify product features, advantages and benefits to the customer

Target Group

Employees already employed in and those who wish to be employed in the financial services industry