Banking Strategy and the Development of Customer Service Management Skills

  • Course Code
    BANK-002

Banking Strategy and the Development of Customer Service Management Skills

  • This course covers all the main steps in the formulation of strategy and demonstrates the tools and analytical techniques that can be used to build a strategy for the future based on a sound understanding of the bank’s capabilities and of the macro and market environment within which it operates. Developing strategy requires a combination of sound analysis with creative thinking. 
  • The course encourages participants to ensure that the strategy that they develop is evidence-based, while at the same time allowing them to think “outside the box” in conceiving market-beating and innovative approaches. 

Learning Outcomes

    • Confidence in their understanding of the steps required to formulate a coherent bank strategic plan
    • Knowledge of the typical generic strategies deployed by banks around the world, and their relative merits and disadvantages
    • Practice in the use of varied tools and techniques for situational analysis, market understanding and developing strategic options
    • Ability to align strategy with the capabilities and resources of the organization
    • Ability to present strategic plans to senior management and all staff in a compelling

Course Contents

    • Strategic Plan – What Is It and Why Does It Matter?
    • Situational Analysis – Where Are We Now?
    • Strategic Options – Where Could We Be?
    • Mission and Vision
    • Strategic Goals – Where Should We Be?
    • Communication, Buy-In and Review 

Our Methodology

    • Make coaching and monitoring innovative and using modern
    • Media training also using on the go training by using interactive means and focusing on
    • The exercises, practical applications and real situations study
    • Live delivery method, instructor-led training
    • Experienced consultant, trainers, and professional
    • Qualified trainer with high-level experience

Attendance Reports

    • Send daily attendance reports to training departments
    • Send full attendance report to training dep. by the end of the course
    • Attend 100 % from the course days also provide daily
    • Issue attendance certificate for participant who attend minimum 80% from the course duration

Pre/Post Reports

    • Pre- assessment before starting training
    • Post assessment after finish training
    • Full report for the deferent between Pre-& Post assessment

Who Should Attend

    • The course may be of interest to those working in strategy, business planning, finance or marketing functions within a commercial bank
    • Decision Makers
Date City Venue Language Price Status Register
16 Feb 20 Feb - 2025 Cairo 5 Stars Hotel English $ 3500 Planned Register
20 Apr 24 Apr - 2025 Cairo 5 Stars Hotel English $ 3500 Planned Register
15 Jun 19 Jun - 2025 Sharm El Sheikh 5 Stars Hotel English $ 3500 Planned Register
20 Jul 24 Jul - 2025 Cairo 5 Stars Hotel English $ 3500 Planned Register
07 Sep 11 Sep - 2025 Sharm El Sheikh 5 Stars Hotel English $ 3500 Planned Register
09 Nov 13 Nov - 2025 Cairo 5 Stars Hotel English $ 3500 Planned Register