Certified Relationship
Banker (CRB)
Elevating Retail Banking Sales
through Knowledge Skills & Digital Accreditation
Sales Fatigue, Product Confusion, and Competitive Pressure
Retail banking environments today are rapidly evolving fueled by digital disruption, increased competition, and more discerning, digitally empowered customers. While banks invest heavily in expanding product portfolios, one major weakness persists.
Sales teams are often undertrained, misaligned, and unequipped to convert opportunities into results.
Key pain
points include
From Complexity to Capability
- Frontline staff lacking in depth understanding of complex banking products
- Inconsistent application of sales processes and regulatory guidelines
- Inability to differentiate offerings in saturated markets
- Weak customer engagement leading to lost trust and low retention
- Minimal investment in structured, accredited sales training
Without a strategic and standardized approach to sales enablement, banks risk underperformance, brand erosion, and missed revenue targets.
ZEMYD’s Banking
Sales Accreditation Program
ZEMYD’s Banking Sales Accreditation Program is designed to solve these core challenges by building a digitally certified, confident, and customer focused salesforce.
Program Objectives
- Strengthen knowledge of retail banking products to ensure accurate and confident representation
- Reinforce policies and procedures to support compliance, reduce risk, and enhance process integrity
- Empower sales professionals to deliver a clear, persuasive Unique Selling Proposition (USP) that resonates with customer needs
- Drive higher conversion rates, deeper customer relationships, and measurable performance improvements
Who Should Attend
- Retail Banking Sales Officers
- Branch Sales Staff
- Relationship Managers
- Product Specialists
- New Joiners in Sales Functions
Core Modules
-
Retail Banking Products
In depth training on liabilities, assets, credit cards, loans, and digital banking products. -
Policies & Procedures
Institutional best practices that ensure compliance, operational consistency, and ethical selling. -
Unique Selling Proposition (USP)
Techniques to articulate product benefits with clarity and confidence in competitive environments.
Drive Sales
Excellence with ZEMYD
ZEMYD’s Banking Sales Accreditation Program isn’t just a training it’s a strategic enabler that aligns people, performance, and profit. With digital tools, expert content, and measurable impact, we help banks maximize their frontline potential.
Empower your salesforce. Differentiate your offerings. Grow with confidence.