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Affiliate International Retail Banker

The Affiliate International Retail Banker programme is RBI’s entry-level retail banking qualification and is designed for people who run the bank on a day-to-day basis, from customer service people to sales and marketing people, and from people working in operations to those in credit risk. This programme is designed for busy professionals, and can be taken over the course of ten weeks with a requirement of 3 to 5 hours per week to cover reading, study, tutorials and exams.

Course Details

Back home / Certified International Retail Banker / Affiliate International Retail Banker

Course details: Online lessons supplemented with interactive tutorials.
Hours: 3 – 4 reading per module plus hour-long live tutorial
Price: €799.00

affiliate international retail banker programme

ENTRY-LEVEL BANKING CERTIFICATION WITH THE AFFILIATE INTERNATIONAL RETAIL BANKER CERTIFICATION

Advance your career with one of the most trusted retail banking qualifications in the industry.

WHAT QUALIFICATIONS DO RETAIL BANKERS NEED TODAY?

In a volatile and fast-transforming world where customers appreciate rapid and accessible digital financial services, retail bankers have to compete with well-funded new competitors while upholding the highest ethical and professional standards in a highly regulated industry.

Retail banking, which deals with large numbers of customers, requires people who have a deep understanding of customer service and a customer-centred culture, and how this is supported by an excellent operational culture. The programme is designed to build your skills and knowledge across these inter-related areas of retail banking. It will help you learn how to run a customer-centred, modern profitable retail bank.

Even banks with large branch networks understand that digital transformation is now a priority to compete with the fintechs, telcos and neobanks that are seizing market and value share from traditional banks. Digital transformation requires not just digital changes but culture transformation.

The Affiliate International Retail Banker certificate is our entry-level banking certification which covers all of the most important aspects of retail banking and provides an excellent foundation from which to build your knowledge and expertise.

HOW CAN THIS CERTIFICATION ADVANCE MY RETAIL BANKING CAREER?

With this retail banking qualification, you will learn how a modern digital customer-centric retail bank operates, in terms of the culture of retail banking, and technological tools of modern banking.

You will be more confident in your dealing with customers and other employees across the retail bank.
You will understand the central place of ethics in building customer trust and long-term relationships with customers.
You will appreciate the importance of a customer-centred culture and the central place of operations and high-quality customer management in retail banking.
You will know how customer data drives excellence in marketing, sales, and customer relationships.
You will have a comprehensive understanding of the risks in retail banking, and how to minimise them.
You'll understand what makes retail banking different from the financial services provided by fintechs and telcos.

WHAT MAKES THE RETAIL BANKING INSTITUTE DIFFERENT FROM OTHER PROVIDERS?

Retail Banking Institute is part of Lafferty Group, which has been serving the retail banking industry with education and knowledge services since 1981. Our expert tutors have deep experience in retail banking across all five continents.

Unlike other business schools or training businesses, we are completely focused on retail banking. Our curriculum and research draws on our daily interactions with retail banks through our International Retail Banking Councils. This allows bankers from all around the world to learn from international best practice and see how it applies in their own markets.

Programmes aren't just theoretical; they are built from practical real-world case studies of leading retail banks worldwide. Participants don't just "learn about banking" -- they see how the best banks do it today, including digital transformations, fintech partnerships, and customer-centred business models.

Online Exams

There is continuous assessment with an exam for each module.

Successful candidates earn the Affiliate International Retail Banker certificate from Retail Banking Institute.

The Curriculum:

Introduction to Retail Banking

Retail banking is about customers, employees and risk. Learn to operate a bank and generate revenue, and how to prepare your bank for the future.

Ethics and Customer Trust

We learn the role of ethics in building customer trust, the customer centred business model, and the role of the bank's leadership.

Customer Management I

We learn how to understand customers in order to best serve them. This include understanding key roles and the use of customer analytics.

Marketing for Retail Banks

Learn how to create value and differentiate your service. It starts with the customer, building personas, and expert use of digital marketing.

Sales Management

We learn how to manage and motivate sales teams through targets and rewards, and the dynamic use of data and technology to support the sales.

Profitable Propositions

It's not just about prodcuts, but building relationships through customer propositions, personalisation, and intelligent applications of technology.

Payments

Payments has strategic importance and a role to play in driving innovation, including through new platforms, digital wallets, and embedded payments.

Operations & IT

Develop the operational excellence to drive the bank's core capabilities, plays a critical role in digital transformation, and support customer service.

Risk Management

Understand the culture of risk awareness, and specialist knowledge including risk appetite, the 'Three Lines of Defence', risk mitigation, and crisis control.

Retail Credit Risk I

We cover risk identification and assessment, the tools for credit assessment and credit scoring, the role of technology and AI – and how to make profits.

For a detailed look at the material covered in each area, you can click through here to the Course Details.

SUPPORTING SERVICES

Video Tutorials Live
Virtual Instructions
In-house Training

This Affiliate-level retail banking qualification is suitable for aspiring or early-career professionals. On completion of the Affiliate International Retail Banker programme, successful candidates can progress to the second level, which trains candidates in how to manage people and services.

We welcome you to apply today for the Affiliate International Retail Banker programme.