Banking Contracts & Financial Routines Course
Gain mastery in banking contracts and everyday financial routines. Master KYC verification, booking loans and deposits, calculating interest, performing reconciliations, handling incidents, and creating audit-ready controls. This reduces errors, ensures compliance, and boosts your finance career in banking operations.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course equips you with hands-on skills to manage loan and deposit contracts confidently. You will learn precise contract processing, key KYC procedures, interest computations for actual products, plus daily back-office tasks like reconciliations, incident management, and reporting. Access practical templates, controls, and Excel tools to cut errors, comply with regulations, and elevate operational standards swiftly.
Elevify advantages
Develop skills
- Master banking contract intake: validate KYC, terms, and signatures quickly.
- Excel in interest calculations: for loans, deposits, day counts, and roll conventions.
- Expertise in back-office routines: booking, payments, reconciliations, and controls.
- Design spreadsheet controls: secure calculators, checks, and audit-ready tools.
- Develop incident handling skills: document, escalate, and fix banking errors.
Suggested summary
Before starting, you can change the chapters and workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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