Bank Branch Management
A programme for branch managers, deputies and candidates: applying management functions to branch activities, planning and execution, marketing banking services and achieving targets.
At a glance
- 5 days
Who it's for
- Branch managers and deputies
- Senior branch staff
- Retail banking supervisors
Learning objectives
- Apply branch management functions
- Plan and execute branch targets
- Market banking services
- Lead the team to achieve results
Detailed content
- Branch roles
- Controls
- Service quality
- Branch plans
- Daily routines
- Reporting
- Cross-selling
- Customer segments
- Local marketing
- Sales targets
- Coaching staff
- Performance reviews
Day-by-day agenda
A typical schedule. In-company versions are tailored to your processes, data and timing.
- Branch management functions
- Planning and execution
- Marketing banking services
- Achieving targets
- Practical workshop applying the tools to participants' cases
- Case study, action plans and course assessment
Practice, tools and assessment
Hands-on practice
- Analyse a real set of financial statements with ratios
- Build a budget and variance report in Excel
- Case study: decision using cost-volume-profit and NPV
- Negotiation and sales-call role plays with video feedback
Tools and templates you keep
- Ratio-analysis and budgeting workbook
- NPV/IRR and break-even calculators
- Negotiation planner (BATNA, ZOPA, concessions)
- Account plan and pipeline tracker
How learning is assessed
- Pre- and post-course knowledge check
- Assessment of practical exercises by the trainer
- Action plan reviewed at the end of the course
Built on these standards and bodies of knowledge
- IFRS Accounting Standards (IASB)
- COSO Internal Control and ERM frameworks
- Basel III/IV (banking risk)
Certificate
Participants who complete the program and its assessment receive a certificate from The Excellence Center, which can be verified online.
How it is delivered
- Public courses in Cairo, in-company programs and live online training
- Practical exercises, case studies and examples from your sector
- Can also run as Train & Stay in Sharm El Sheikh, Hurghada or Cairo
Part of these career paths
- Finance, Banking & Risk · Leader
Frequently asked questions
How long is Bank Branch Management?
The program runs 5 days. In-company versions can be adapted to your needs.
Is the course taught in Arabic or English?
Sessions are usually delivered in Arabic with English technical terms and materials. Full English delivery is available for in-company groups.
Can you run it inside our company?
Yes. In-company programs use exercises built on your own processes. Tell us the group size and preferred timing and we will send a proposal.
Will I receive a certificate?
Participants who complete the program and its assessment receive a certificate from The Excellence Center, which can be verified online.
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Get dates, fees and the full outline.
Tell us whether you are joining as an individual or planning a program for your team.