BTS Banking
- 100% online 24/7 • Web & Mobile
- Estimated duration: 1100 hours • 16 months
- Starting at any time of the year
- State-recognized diploma certification • Level 5 (Bac+2)
- ECTS credits: 120 credits
In short
Become a banking expert in the retail market!
Mastery of banking techniques, professional skills in economic, legal, tax matters, oral communication and customer relations… The BTS Banking Customer Advisor training enables employees to acquire the technical, commercial and behavioral skills to manage customer relations face-to-face or remotely.
You will be able to:
To provide support throughout the customer journey in banking and financial services
To ensure business development in the banking sector
Providing advice and expertise in banking and financial solutions
Conducting organizational, legal, and economic monitoring in the banking sector
Program
The fundamental skills of a bank customer advisor
Mastering simple calculations
- The percentages
- Proportional quantities
- Learning to read, collect, organize and classify data
Communicating with customers
- Nonviolent Communication: Communicating with Empathy
- Communicating effectively
- The importance of adapting your message
- Live replay: Tips for public speaking (verbal, non-verbal and paraverbal)
- Professional writing: The letter
- Professional writing: Summary note
- Professional documents: reports and minutes
- Professional writing: The professional report
To provide support throughout the customer journey in banking and financial services
Welcoming and managing customers
- The fundamentals of professional communication
- Verbal and non-verbal communication
- Customer-oriented professional communication
- Adopting a professional posture
- Relational effectiveness
- Organize and manage spaces dedicated to welcoming guests
- Handling incoming and outgoing calls
- Active listening
- Actions to proactively manage dissatisfaction
- Resolving conflicts and managing conflict situations
- The GDPR
- Schedule a qualified appointment
- Transforming a discovery interview into a relationship building
- The preliminary definition of a client’s/prospect’s potential needs
- Procedures relating to the obligation to provide information
- Explain the compliance rules to the client.
- Procedures relating to the obligation to provide information
- Identify the customer’s expectations and needs
- Offer the appropriate products and services
- Compliance with obligations to provide information, advice and warnings
Supporting and guiding clients
- Personalize the call and qualify a contact
- Direct the client/prospect to the appropriate contact person
- Adherence to rules and procedures in the context of routine operations
- Guiding and supporting the client in their banking environment
Monitoring compliance and handling alerts on a daily basis
- Maintaining a client file in compliance with regulations
- Analysis of a risk management situation
- Knowledge of anti-fraud measures
- Customer knowledge and money laundering
- Rating tools
Supporting customers in their digital practices
- The service offering is tailored to situations of vulnerability and digital illiteracy.
- Using digital technology responsibly and managing private data
- Understanding the impacts of digital technology
- Digital tools, serving the needs
- Online reputation
- Training and support for the client in using remote services
- Securing your digital presence and countering threats
- Cybersecurity awareness
- Customer equipment for remote services
- Safety and precautionary measures when using digital tools
To ensure business development in the banking sector
Implement sales actions;
prepare for consultative selling;
ensure the execution of consultative selling;
strengthen customer relationships
Providing advice and expertise in banking and financial solutions
Ensure the opening and monitoring of bank accounts;
Provide and monitor payment methods;
Develop a savings solution;
Develop an insurance solution;
Develop a financing solution
Conducting organizational, legal, and economic monitoring in the banking sector
Inform clients about the French, European, and international financial systems;
monitor developments in the banking, insurance, and finance markets;
integrate into a team;conduct business within the legal framework specific to the financial system;
and perform economic and social monitoring.
General knowledge and expression (BTS)
Understanding and arguing
- Methodology for analyzing works
- Test methodology
To find out more and gather information
- Researching through time, staying informed in the age of the internet and social networks.
- Mastering documentary research tools and monitoring
- Organizing your information search
- Relying on the right support
- Extracting information from an organized or unorganized document
- Processing information
- Learn comparative analysis
- To qualify and relativize information based on transtextuality
- To conduct a critical assessment of a document or subject
- Recognizing the different cognitive biases
- Recognizing the different sophisticated techniques and the art of always being right
Read and understand a message
- Literary Analysis – Methodology and Tools
- Knowing how to read graphic documents
- Analyzing the form to understand the content of a text, whether alone or within a corpus
Write a message
- To search for an idea, to extract an idea from a fact, an example, a document
- Organize your ideas, put them in order / Create a plan
- Knowing how to nuance, relativize, and modulate.
- The essentials for writing during an exam 1
- The essentials for writing during an exam 2
- The rules of argumentation
- Develop and illustrate an idea
- Choose the means of communication
- Write a readable message
- Engage with the message / Present your point of view
- Create an authentic message
- Use deictics and shifters wisely
- Logical connectors
- Structure your speech to make it logical
- Language levels
- Professional writing: The letter
- Professional writing: Summary note
- Professional documents: Reports and minutes
- Professional writing: The professional report
Upon completion of the training, you will obtain
State Diploma
Obtain the BTS « Banking » level 5 qualification, registered with the RNCP under number 38381, by decree of 22/11/2023 published in the Official Journal of 08/12/2023
School diploma
&
Earn the Banking Contracts, Products and Services Manager diploma awarded by Studi in partnership with ESG Finance
120 Credits
The Studi Method: Your Path to Success
Support until success
Methodological and motivational support at every stage of your training journey, and support from your expert trainers
Career coaching
Exclusive job and career-oriented coaching program to boost the success of your professional project and your employability
Learning by doing
Preparing for the professional world
Skills directly applicable based on real-world examples, projects, case studies, and immersive content.
Network of leading trainers
More than 700 expert trainers to pass on best practices in each field
Academic & Digital Excellence
Terms and conditions
Admission requirements
To enroll in the training program leading to the targeted qualification, the candidate must:
- Be at least 16 years old on the date of entry into training
For any other situation, contact a training advisor who will assess your eligibility.
Professional experience and internship
The professional internship, which complements the theoretical learning, is essential for the validation of your qualification.
The total duration of the internship is a minimum of 210 hours.
The candidate will present proof of this period in the company to the examination session manager, who will keep a copy in the
session file.
Exam
The candidate will be evaluated according to the following methods:
- Assessments completed during training
- Production of a Professional Portfolio
- Creation of supplementary materials (document and slideshow)
- Completion and successful completion of the final in-person examinations:
– Professional simulation (4.5 hours)
– Technical maintenance (1 hour 25 minutes)
– Questioning based on production(s) (0h35)
– Final interview (0h10)
Certification
To find out the job placement rate for the targeted positions, consult the RNCP profile on the France Compétences website.
Validation by skills block
Professional certification is composed of several skill blocks that must be acquired in order to obtain the professional certification.
It is possible to validate one or more of the skill blocks. Each block can be acquired individually.
The RNCP record accessible from each training course record specifies the conditions for obtaining it.
For any questions regarding skills blocks, contact your training advisor.
Equivalencies and pathways
Partial equivalencies with:
RNCP36938 – BTS (Advanced Vocational Diploma) – Social and Family Economics;
RNCP36939 – BTS (Advanced Vocational Diploma) – Services and Benefits in the Health and Social Sectors; RNCP38575 – TP (Professional Title) –
Manager of a Small or Medium-Sized Structure;
RNCP38676 – TP – Manager of a Retail Unit.
Full equivalency with:
RNCP35993 – TP – Home Services Coordinator.
For more details: see the France Compétences fact sheet – https://www.francecompetences.fr/recherche/rncp/39539/
Further studies
After obtaining the Professional Title of Home Services Coordinator, you can either:
enter the job market directly
or continue towards:
– a Professional Bachelor’s Degree in Personal Services
– a University Diploma of Technology (BUT) in Social Careers: Coordination and Management of Health and Social Care Establishments and Services.
This list is not exhaustive.
Other further options are available.
Performance indicators
Pricing and financing solutions
€3,890
Price for individuals.
France Work
Training eligible for funding from France Travail (formerly Pôle Emploi)
From
€0
Personal financing
From
€76 / month
Scholarship
From
-30%
€4,190
Price for individuals.
France Work
Training eligible for funding from France Travail (formerly Pôle Emploi)
From
€0
€3,890
Price for individuals.
Personal financing
From
€76 / month
€3,890
Price for individuals.
Scholarship
From
-30%
Included
- Written courses and videos on demand
- Educational support and guidance
- Career coaching
- Application and registration fees***
- Unlimited access to over 10,000 virtual classes**** live and on-demand
- Professional projects
- Unlimited access to Skills 360 for 2 years
- 2-Year Success Guarantee and Graduate or Your Money Back Guarantee*****
*Subject to sufficient CPF training credits and exemption from financial contribution.
**Subject to acceptance. You have a withdrawal period. See terms and conditions. ***Excludes State Diplomas and exam preparation. ****Average number of live virtual classes observed over the last 12 months (mostly organized from 6 pm onwards). *****See Studi’s Terms and Conditions.
Target professions
- Customer advisor
- Wealth manager
- Technical sales representative in banking and insurance
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