Professional Banker Certificate

This description is for the version of the Professional Banker Certificate relaunched in 2023. The Professional Banker Certificate comprises a single course, the Foundations of Responsible Banking, which aims to develop the learner’s knowledge, understanding and skills relating to the business of banking. The course combines study of core banking principles and practice with learning about the forces that are transforming the way we bank, and how banks are responding to meet the changing expectations of customers in an increasingly competitive environment. The learning covers themes such as responsible and sustainable banking, and what it means to be a professional in banking in the current environment. The learner will be better able to apply those principles to help their bank deliver its strategy, perform well at work, and serve customers, communities, and the wider environment well. On completion of this qualification, learners are able to: ● explain the purpose and function of different types of banks and banking ● explain what is meant by responsible and sustainable banking, and how goals and other objectives are articulated through a bank’s mission, vision, and values statement ● describe the different types of bank customers, and the products, services and delivery channels banks provide to meet their needs ● describe the customer service environment and the impact of technology on the customer experience ● explain the purpose of banking regulation, and the principles of good regulation and conduct ● explain what is meant by professional and ethical banking, and describe the measures in place to ensure banks and banking professionals treat customers fairly This qualification also supports learners in the development of a number of key skills including: customer relationship management, cyber security, digital literacy, problem solving, self-directed learning, and teamwork . This flagship introductory banking certificate is suitable for all bank employees globally. It is of particular relevance to those new to banking, who want to expand their knowledge and understanding of the business they are in – the business of banking – and have that knowledge and understanding recognised through the award of a professional banking qualification.