- Business Analysts with 5+ years of experience working in banking and financial services.
- Developers and QAs with 5+ years of experience working on core banking applications.
- Business Operations Associates with 5+ years of experience working in the financial services industry.
- Banking professionals with 5+ years of experience exploring career opportunities in information technology.
- Understanding of the business of banking and their products.
- Understanding of banking channels.
- Understanding of core banking services and operations.
- Understanding of core banking systems and vendor products.
- Understanding of regulatory frameworks in the banking industry.
- Those certified are required to recertify after 3 years for Associates and 5 years for Professionals either by taking a recertification assessment or through continuing education credits.
- Continuing education credits may be earned by taking industry certifications, participating in industry conferences including professional presentations and writing industry thought papers that get published on skillboard.org or other online forums.
Domain | Weightage |
---|---|
Banking products and Channels Bank Products & Services, Customer Channels. | 0-10% |
Core Banking Operations Client Onboarding, KYC/FCC Compliance Operations, Cash Management, Credit Card and Payment Operations, Reconciliation, Billing & Revenue Management, Tax Operations. | 10-20% |
Core Banking system - CRM & Client Servicing Modules CRM Modules, KYC Compliance, Customer Onboarding & Maintenance, Personalization, Preferences, Alerts, Customer Analytics & Campaigns, Contract and Document Management, Customer Communications & Statements. | 10-20% |
Core Banking system - Product Module Deposit, Consumer Lending, Corporate Lending, Domestic payments & Remittance, Card Management, Trade Finance, Remittance, Wealth Management, Treasury & Cash Management, Product Management - Promotions, Bundling & Pricing. | 20-30% |
Core Banking system - Transaction Processing & Accounting General Ledger, Chart of Accounts, Accounting, Reconciliation, Reporting, Fees & Billing. | 10-20% |
Core Banking System - Shared services Security, Risk Management, User Access Management, Reference Data Management. | 5-10% |
Core Banking Transformation Core Banking Legacy Modernization, Business & Application Architecture, Data Migration Management. | 10-20% |