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This online webinar covers everything you need to know about banking and building strong communications.

What is this webinar about? This online webinar covers everything you need to know about banking and building strong communications.

Who is it for? Operations Managers, Finance Teams or anyone who works for a charity based in Kirklees and is involved in day-to-day banking and the operation of bank accounts.

Why take the course: Learn what key documents you will need to have to open an account for any bank to begin the account opening process; internal risk management and controls, how to select the right banking products; communicating with your bank; fully understand the importance of keeping your bank mandates updated. Consideration for cash flow and liquidity requirements.

What will be achieved: Understanding banks processes and why it is important for banks to go through the know your customer and due diligence processes when opening new accounts. The importance of undertaking periodic reviews, updating information and ensuring you have the right internal security controls in place. Better understanding of a bank’s products and services.

Other information: The course comprises practical insights and expert guidance on transactional banking. It's delivered by knowledgeable professionals who can answer your questions and concerns, relating to all your banking requirements. Please come armed with your questions and an open forum for Q&A will be held at the end of the presentation.

Online webinar using a PowerPoint presentation which will be circulated to all attendees after the session. You'll have the opportunity to interact with the speakers and get answers to your specific questions.

No prior knowledge is needed before attending this session!

Trainers:

Dominic Walsh – Deposits Desk Manager

Reon Odendaal – Head of Charities

Sid Kochar – Deposits Relationship Manager