BTS Banking

At the end of his/her training, the holder of this BTS will be able to:

- welcome customers and support them throughout their journey, whatever the communication channel available to them, ensuring the quality of the service provided and the adaptation of the proposal formulated with a view to building customer loyalty and developing a relationship of personalised trust based on knowledge of each customer;

- deal with most of the day-to-day problems faced by private individuals in the areas of day-to-day banking, investment, credit, personal, property and liability insurance ;

- to develop business quantitatively and qualitatively by applying the commercial policy of the institution or network of institutions in compliance with safety rules, regulations and ethics specific to the sector of activity ;

- to provide advice and technical expertise corresponding to each customer's request and situation while controlling financial risks and drawing on partners inside or outside the institution;

- to ensure an organisational, legal, economic and sectoral watch that enables an up-to-date and coherent response to be provided to the customer, in compliance with the prudential and regulatory framework.

RNCP38381BC01 - CUSTOMER CARE FOR BANKING AND FINANCIAL SERVICES

- Customer care

- Directing the customer to the right internal or external contact

-. Handling day-to-day alerts

- Supporting digital usage

RNCP38381BC02 - SALES DEVELOPMENT

- Implementing sales initiatives

- Preparing sales advice

- Conducting the sales consultation

- Consolidating the customer relationship

RNCP38381BC03 - ADVICE AND EXPERTISE IN BANKING AND FINANCIAL SOLUTIONS

- Opening and monitoring bank accounts

- Provision and monitoring of means of payment

- Development of a savings solution

- Development of an insurance solution

- Development of a financing solution

RNCP38381BC04 - ORGANISATIONAL MONITORING, LEGAL, ECONOMIC AND SECTORAL MONITORING

- Informing clients about the French, European and international financial system

- Monitoring developments in the banking market, insurance and finance markets

- Working as part of a team

- Working within the legal framework specific to the financial system

- Keeping an economic and social watch

GENERAL CULTURE AND EXPRESSION

- Expressing oneself orally in a foreign language

- Understanding and understanding the French language and its culture Expressing oneself orally in continuous speech and then in interaction, adapting to the context

- Arguing in writing

- Using written work effectively

- Understanding and interpreting a text, assembling an intertext

- Mobilising a common culture

FOREIGN LIVING LANGUAGE - English CEFR level B2

- Listening, speaking and interacting orally

- Listening, speaking and interacting in writing

• Diploma from the Ministry of National Education and Youth Level 5 (BTS)

Find out more about this qualification (RNCP38381, exact wording of the diploma, name of the certifier, registration date of the qualification) by clicking here.

• All audiences

Bac technologique (STT) ou général ou professionnel ou niveau IV et 3 ans d'expérience professionnelle

15 people

• Fully classroom-based training

• Group lessons

• Equipped technical platforms

Positioning upstream of entry into training.

Interviews, remediation with the educational referent and/or company referent during training.

Adaptation of training and certification methods.

Taking into account beneficiary satisfaction during and at the end of training.

Possibility of post-training support.

National Education certified teachers, Bac +3 trainers with significant experience in adult education, professional contributors.

Expert assessors in the observation and analysis of results (mastery of skills).

Experienced trainers in the individualisation of learning.

Tests at the end of training (one-off assessment)

In-course assessment (CCF)

Insertion into a position as an individual customer adviser

to be exercised in a branch, in entities responsible for "transaction processing" or in remote relations structures of banking, insurance or financial institutions and networks.

With a very good record, further study is possible in a professional degree in the field of banking-finance.

Access for people with disabilities

Learning dynamics built on professional simulations and group mobilisation
Experience of trainers and expertise in the content and expectations of the diploma

Assets of the establishment: Our partner's technical platform responds to the disabilities of each trainee. Tailor-made support is offered.