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Banking Assistant Training
Tyne Academy

Video & PDF Combined Course | Free PDF Certificate Included | 24/7 Tutor Support | No Hidden Fees | Lifetime Access

Summary

Price
£22.99 inc VAT
Study method
Online, On Demand
Duration
1.4 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Certification of completion - Free
  • Reed Courses Certificate of Completion - Free

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Overview

The Banking Assistant Training course is designed to introduce learners to the core functions and responsibilities within the banking industry, focusing heavily on accounting and finance principles, banking operations, and the structure of investment banking. This course offers a detailed overview of essential banking processes, financial systems, and regulatory compliance that are integral to supporting daily activities in both retail and investment banking environments.

Key Takeaways

  • Focused coverage of accounting and finance, banking operations, and investment banking fundamentals

  • Insight into administrative and compliance responsibilities within financial institutions

  • Repeated integration of accounting and finance concepts with banking procedures

  • Broad understanding of how banking assistants support both traditional and investment banking services

Certificates

Certification of completion

Digital certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

Curriculum

4
sections
9
lectures
1h 22m
total

    • 1: Module 1 Introduction to Banking 18:15
    • 2: Module 2 Banking Operations and Services 10:00
    • 3: Module 3 Bank Financial Statements and Analysis 16:08
    • 4: Module 4 Banking Risks and Risk Management 10:00
    • 5: Module 5 Investment Banking 14:41
    • 6: Module 6 Retail Banking 09:00

    • 7: _Assignment Banking Assistant Training 483236 01:00

    • 8: _Claim Your Certificate for Banking Assistant Training 483236 01:00

    • 9: Review Request For Banking Assistant Training 483236 01:00

Course media

Description

Banking Assistant Training delivers a structured approach to understanding the financial services sector, emphasizing key concepts in accounting and finance, banking procedures, and investment banking operations. The course covers topics such as customer account management, financial transaction processing, regulatory compliance, banking documentation, and the fundamentals of lending. Special attention is given to how accounting and finance principles apply directly within banking roles, ensuring learners grasp how transactions are recorded, monitored, and reported.

Participants will explore how banking systems are organized and the critical role that banking assistants play in maintaining accurate records, managing client data, and supporting banking operations. Core areas of investment banking such as securities processing, trade settlements, and financial product administration are also covered to provide a broader understanding of the banking landscape.

Throughout the course, the interconnections between accounting and finance, banking services, and investment banking practices are continuously emphasized. From risk management and internal controls to the basics of financial markets, the training ensures repeated engagement with these core concepts. The terminology, tools, and compliance frameworks introduced are relevant across the banking, accounting and finance, and investment banking sectors.

This course reinforces the essential role of banking assistants in supporting both front- and back-office functions. It highlights the operational and administrative aspects of banking, providing a solid foundation for future roles in accounting and finance or advancement within the banking and investment banking fields.

Who is this course for?

This course is suited for individuals seeking entry-level positions in banking, accounting and finance, or investment banking. It is ideal for those looking to develop a strong understanding of banking operations and the financial principles that support daily functions in financial institutions.

Requirements

There is no formal prerequisite for this Banking Assistant Training course.

Career path

Graduates may pursue roles such as banking assistant, financial services administrator, operations clerk, or support staff in accounting and finance or investment banking departments.

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Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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