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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Retail Banking Operations
Duration
5 Days
Delivery
In-house, public or online
From
R18,000 per delegate
Certificate
On completion
Course overview
Retail banking runs on high volumes and thin margins, where small operational failures multiply quickly. This programme covers the products, processes and controls behind branch and channel operations, with attention to service quality and loss prevention.
What you will be able to do
- Explain the retail product set and how each generates revenue
- Run account opening and maintenance within regulatory requirements
- Apply the controls that prevent operational loss and fraud
- Manage cash, teller operations and reconciliation
- Handle customer complaints and service recovery effectively
- Use channel data to improve branch performance
Who should attend
- Branch managers and supervisors
- Retail banking operations staff
- Customer service and sales consultants
- Operational risk and audit staff
Course outline
01
The retail banking product set and its economics
02
Customer onboarding, identification and account maintenance
03
Deposit, payment and card transaction processing
04
Cash management, teller controls and reconciliation
05
Fraud typologies in retail banking and how to prevent them
06
Complaint handling, service recovery and customer retention
07
Branch performance measurement and channel migration
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 2 to 6 Nov 2026 | London | 5 Days | US$1,800 |
| 23 to 27 Nov 2026 | Dubai | 5 Days | US$1,800 |
| 7 to 11 Dec 2026 | Pretoria | 5 Days | R18,000 |
| 11 to 15 Jan 2027 | Durban | 5 Days | R18,000 |
| 22 to 26 Feb 2027 | Cape Town | 5 Days | R18,000 |
| 26 to 30 Apr 2027 | Johannesburg | 5 Days | R18,000 |
| 12 to 16 Jul 2027 | London | 5 Days | US$1,800 |
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za