Creating Service Excellence in Transaction Banking

In-person teaching Classroom
Exclusive online content Webinar

This ‘Creating Service Excellence in Transaction Banking’ course will empower your people to influence client perceptions, effectively break bad news, ensuring that clients are neither under nor over serviced.

Those attending will be able to use these skills to drive future business growth through the creation of new service opportunities.


This course is for client service managers, client success managers and account managers.

Learning Outcomes

  • Implement strategies that will positively influence client’s perceptions​
  • Get client relationships off to a great start​
  • Build value and client loyalty
  • Effectively work with multiple decision makers

Course Content

  • Setting the scene: What is excellence in the delivery of global banking services?​
  • Service is not the same as value​
  • Right servicing clients​
  • Having strategic service conversations that lead to more business​
  • Solution driven thinking and its link to great client service: Dealing effectively with challenging client interactions


of our clients would recommend Alpha to a colleague or peer


of a cohort was promoted within 2 years after participating in an Alpha course.


of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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