Course Overview
This training equips SACCO staff with in-depth knowledge of core banking system functionalities to improve operational efficiency and enhance customer service delivery.

Course Objectives

By the end of the training, participants will be able to:

  1. Navigate the SACCO’s core banking system with confidence.

  2. Perform daily transactions accurately, including account opening, deposits, withdrawals, and loan processing.

  3. Generate operational and financial reports effectively.

  4. Maintain data security and ensure system compliance.

  5. Identify and troubleshoot common system-related issues.

Course Content

  • Introduction to Core Banking Systems

  • User Roles and Access Rights

  • Member Onboarding and Account Management

  • Transaction Processing (Deposits, Withdrawals, Transfers)

  • Loan Application and Processing Modules

  • Reporting and Data Analytics Tools

  • System Security Protocols

  • Troubleshooting and Support Procedures

Target Audience

This training is ideal for:

  • Front Office Staff

  • Credit Officers

  • ICT Officers

  • Finance Department Staff

  • Supervisors and Managers

Course Duration

2 hours

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