CERTIFIED
Preliminary results of the survey
on the relevant business areas
CERTIFIED Coordination Meeting
Frankfurt, 14/02/2007
Elisa Mancinelli, SCIENTER
The available options
• Professional roles • Business areas
– Middle Manager – Retail
– Branch Manager – Corporate
– Training Manager – SMEs
– Compliance Officer – Risk Management
– Customer Relationship – Asset / Liability
Manager Management
– Internal Audit Manager – Call Centre Operations
– Other – Other
E. Mancinelli - SCIENTER Coordination meeting, 14/02/2007 2
Rating options
• Ranking of each option from 1 to 8, being
1 the most relevant training need in your
Organisation
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Key professional roles
• Customer Relationship Manager
– 4 times ranked n.1 priority
• Compliance Officer
• Internal Audit Manager
• Middle Manager
• Branch Manager
E. Mancinelli - SCIENTER Coordination meeting, 14/02/2007 4
Key business areas
• Risk management
– 4 times ranked n.1 priority
• Retail
• Corporate
• SMEs
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Validation
• From the analysis it emerges that the key
professional role to be addressed is the
Customer Relationship Manager
• Need to discuss and validate
– Discussion group
E. Mancinelli - SCIENTER Coordination meeting, 14/02/2007 6
Discussion aims
• To validate the preliminary results
• To discuss about the coherence of the
results vis-à-vis the situation in your
country, and in EBTN member countries
• To define clear action lines to complete
the survey
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