AIB Self Paced Courses

December 22, 2009 admin

Offered online, and available to fit any schedule

Today, CBA, in partnership with AIB offers you high-quality education in a convenient online format to suit your schedule and career goals. Online Self-Paced courses include over 130 titles in the retail, small business, personal trust, compliance, and management development areas. ABA's acclaimed self-paced online course library offers cost-effective basic business and banking skills and concepts that can be applied immediately on the job. ABA eLearning provides enhanced training support and tools such as role-based training roadmaps to guide users through a proven training path, blended learning extensions that enable immediate facilitated practice and application of learning, as well as tools and world-class support that ensures the success of your bank training program.

Internet training delivers relevant information that you can use to solve real problems they face daily whenever and wherever it is most convenient, 24/7. Courses take between 2 - 8 hours to complete including a short test at the end of the course. CBA also offers an option to deliver a custom curriculum and receive quantity discounts with a multiple user license.

ABA eLearning meets the needs of individual learners as well as an entire department. Individual students can enroll in the courses they need to enhance their knowledge and skills. Many of these courses link to AIB Diplomas and Certificates.

AIB Certificate Curricula

Certificates build the skills necessary for a specific position in the bank and can be taken entirely online as a certificate curriculum. There are seven curricula currently available, described below.

AIB Bank Service Provider Certificate Curriculum
CBA Member Registration | Non-Member Registration

The AIB Bank Service Provider Certificate is designed for individuals employed by companies that provide products and services to the banking industry. Bank service providers need a broad understanding of the banking business, including banking terminology, and can benefit from the same content used by the institutions they will be selling to and servicing.

This curriculum provides participants with an understanding of the major types of customers banks serve, the principal product lines that banks provide to those customers, the organization of a typical bank, key functions and processes within a bank, how a bank makes money, and the regulatory environment in which banks operate.

Price: $795 Nonmembers / $595 Members

Course Credits: AIB: 2.50; ICB: 0

All 7 courses must be successfully completed in order to earn the AIB Bank Service Provider Certificate.

Banking Today
Ethical Issues for Bankers
Fundamentals of Consumer Lending
Fundamentals of Mortgage Lending
Fundamentals of Small Business Banking
Regulatory Compliance for Personal Bankers
Understanding Bank Products

AIB Bank Teller Certificate Curriculum
CBA Member Registration | Non-Member Registration

The curriculum for the AIB Bank Teller Certificate is centered on AIB Today's Teller, which is designed to onboard newly hired tellers and addresses the critical technical skills of the position.

In addition to handling money well, effective tellers must be service-oriented and work effectively with the public as well as with co-workers. The remaining courses in the Certificate address fundamental banking knowledge, applied skills in banking, regulatory compliance for tellers, and customer service and sales.

The AIB Bank Teller Certificate can be the foundation for a new teller training program, on-board a new hire, and supplement your bank's on-the-line training. It can also provide recognition and a career path for experienced tellers as it meets the pre-certification education requirements for the Certified Bank Teller (CBT) designation through the Institute of Certified Bankers (ICB).

Price: $795 Nonmembers / $595 Members

Course Credits: AIB: 3.75; ICB: 0

All 16 courses, as well as those in Regulatory Compliance for Bank Tellers, must be successfully completed in order to earn the AIB Bank Service Provider Certificate.

Banking Today
Business Etiquette
Dealing Effectively with Co-Workers
Effective Referrals
Ethical Issues for Bankers
Introduction to Relationship Selling
Regulatory Compliance for Bank Tellers
Revitalizing Customer Service
Today's Teller:

The Role of the Teller
Handling Checks
Processing Transactions
Cash Handling
Cash Balancing
Bank Services
Robbery and Bank Security
Providing Quality Customer Services

AIB Call Center Representative Certificate Curriculum
CBA Member Registration | Non-Member Registration

The curriculum for the AIB Call Center Representative Certificate addresses the knowledge and skills necessary to become a superior Call Center Representative. To be successful, Call Center Representatives must have the appropriate level of understanding of retail products, in addition to understanding bank policies and procedures. Call Center Representatives must communicate well and apply sales skills effectively to cross-sell deposit and credit products and services, as well as open accounts for retail customers. Telephone skills, including telephone etiquette, are critical to the position.

In addition to a fundamental understanding of banking and banking regulations affecting the position, the required courses emphasize telephone skills, product knowledge, sales and customer service.

Price: $795 Nonmembers / $595 Members

Course Credits: AIB: 4.25; ICB: 0

All 10 courses, as well as those in Regulatory Compliance for Call Center Representatives, must be successfully completed in order to earn the AIB Call Center Representative Certificate.

Banking Today
Cross-Selling Deposit Products
Dealing Effectively with Co-Workers
Effective Referrals
Ethical Issues for Bankers
Introduction to Relationship Selling
Regulatory Compliance for Call Center Representatives
Revitalizing Customer Service
Teleconsulting
Telephone Etiquette
Understanding Bank Products.

AIB Customer Service Representative Certificate Curriculum
CBA Member Registration | Non-Member Registration

The AIB Customer Service Representative Certificate addresses the knowledge and skills necessary to achieve superior performance in this important position within the bank. Customer Service Representatives (CSRs) conduct basic banking transactions and cross-sell bank products and services. Successful CSRs respond to customer needs with a thorough understanding of retail products and services and resolve customer problems with knowledge of pertinent bank policies and procedures.

In addition to courses that address sales and customer service, the curriculum also emphasizes regulatory compliance, business ethics and banking fundamentals. Basic selling and cross-selling skills are covered as well.

Price: $795 Nonmembers / $595 Members

Course Credits: AIB: 4.25; ICB: 0

All 10 courses, as well as those in Regulatory Compliance for Customer Service Representatives, must be successfully completed in order to earn the AIB Customer Service Representative Certificate.

Banking Today
Building and Retaining Customer Relationships
Cross-Selling Deposit Products
Dealing Effectively with Co-Workers
Effective Referrals
Ethical Issues for Bankers
Introduction to Relationship Selling
Regulatory Compliance for Customer Service Representatives •Revitalizing Customer Service
Telephone Etiquette
Understanding Bank Products

The AIB Customer Service Representative Certificate meets the pre-certification education requirements for the Certified Customer Service Representative (CCSR) designation through the Institute of Certified Bankers (ICB).

AIB Small Business Banking Certificate Curriculum
CBA Member Registration | Non-Member Registration

The AIB Small Business Banking Certificate is primarily for relationship managers who need the skills to build a relationship-centric sales approach, engage customers to better understand their needs and appropriate solutions, handle objections, plan and execute the perfect sales call, and manage relationships post-sale.

This curriculum provides an approach to building trusted relationships with business banking customers – as a means to both retain and grow your current book of business. And to attract new accounts from business customers of other institutions who may feel their needs are not being fully met. It focuses on the process needed to identify sales prospects and close the deal, and not on making the credit decision.

Price: $795 Nonmembers / $595 Members

Course Credits: AIB: 1.00; ICB: 0

All 10 courses must be successfully completed in order to earn the AIB Small Business Banking Certificate.

Banking Today
Calling on Small Business Customers
Credit Products for Small Businesses
Deposit Products and Services for Small Businesses
Fundamentals of Small Business Banking
Introduction to Analyzing Financial Statements
Personal Tax Return Analysis
Relationship Selling to Small Business Customers
Servicing and Growing Small Business Relationships
Small Business Borrowing

AIB Supervisor Certificate Curriculum
CBA Member Registration | Non-Member Registration

The AIB Supervisor Certificate prepares new and potential supervisors for their emerging responsibilities with a combination of leadership and managerial skills and by offering fresh insights on proven supervisory approaches.

The courses in the program explore ways to interview, evaluate and select employees, while being mindful of legal considerations. The performance management process is reviewed in detail, with special attention placed on coaching, rewards and recognition, and corrective action. Managing employee relations is addressed through four major strategies: compliance with laws, managing diversity, handling work and personal issues, and fostering open communication among staff members. In addition, the certificate program includes a component on ethical practices in banking.

Price: $795 Nonmembers / $595 Members

Course Credits: AIB: 2.75; ICB: 0

All 8 courses must be successfully completed in order to earn AIB Supervisor Certificate.

Banking Today
Coaching for Success
Corrective Action
Ethical Issues for Bankers
Hiring the Best
Managing Employee Relations
Performance Management
Rewards and Recognition

For learners who prefer interaction with other students and an instructor, ABA also offers an Instructor-Led online version of the AIB Supervisor Certificate.

AIB Team Leader Certificate Curriculum
CBA Member Registration | Non-Member Registration

The AIB Team Leader Certificate is designed to help individuals develop the necessary skills to lead and manage effective teams. The courses in the program have been developed for bankers, and are presented in a banking context. The program is appropriate for bankers who have direct supervisory responsibility for team members and for bankers who collaborate with others in the bank on occasion to meet common objectives and achieve specific results.

To build a successful team requires the knowledge and skills to build a climate of trust, leverage personal strengths of team members, manage team weaknesses, and set meaningful goals and expectations. Successful team leaders focus on both team purpose and individual tasks, promote shared responsibility for results, identify appropriate methods for rewards and recognition, and communicate effectively with team members and stakeholders. They also coach team members and help manage the change process.

This curriculum prepares individuals to leverage the power of teams to provide solutions to problems, to innovate and enhance organizational capabilities, and to take advantage of emerging business opportunities.

Price: $795 Nonmembers / $595 Members

Course Credits: AIB: 2.50; ICB: 0

All 8 courses must be successfully completed in order to earn AIB Team Leader Certificate.

Banking Today
Coaching for Success
Dealing Effectively with Co-workers
Managing Change
Meetings that Work
Presentation Skills
Rewards and Recognition
Writing Bank Correspondence

Basic Banking Knowledge

Banking Today
CBA Member Registration | Non-Member Registration

Banking Today introduces new employees to the essential principles, concepts and operations of banking. This course explores the impact of banking on the economy, trends on how banks operate as a business, as well as developing trends in banking today. This course provides a "big picture" perspective of the financial services industry and banking.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0.25; ICB: 3.25 CBT, CCSR, CPB

Audience

Bank personnel new to the banking industry at all levels, specialists in non-banking functions such as marketing, information systems, and human resources.

Learning Objectives

After completing this course, students will be able to:

Define the administrative and functional lines for most banks
Describe the Federal Reserve's organization and function
Explain how banks operate as a business to make a profit
Summarize important federal laws and regulations affecting bank operations and practices
Examine the categories of bank products and services
Describe bank challenges in the financial marketplace and trends likely to affect the future of banking.

Fundamental Business Skills

Business Etiquette
CBA Member Registration | Non-Member Registration

Business Etiquette introduces the four guiding principles of business etiquette. This course explores how to make introductions with others appropriately, describes the importance of following professional dress codes, explains how workplace behavior can affect others, and describes how the rules of business etiquette apply to work situations out of the office.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0.25 ; ICB: 2.25 CBT, CCSR, CPB

Audience

Bank personnel in the branch and administrative office environments.

Learning Objectives

After completing this course, students will be able to:

Define the four guiding principles of business etiquette
Introduce yourself or others appropriately to reflect professional hierarchy
Describe professional dress code and the effect of not following the code
Explain how workplace behavior can affect others
Explain how the rules of business etiquette apply to work situations out of the office

Dealing Effectively with Co-Workers
CBA Member Registration | Non-Member Registration

Dealing Effectively with Co-Workers focuses primarily on behavior among co-workers. This course introduces information about social behavioral styles and how the different styles affect communication among co-workers. Students will identify their own base preference group and learn what creates the challenges with his/her behavioral opposite. Students will also learn strategies and guidelines for dealing with difficult co-workers and the resulting conflict.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0.5 ; ICB: 0

Audience

Bank personnel at all levels.

Learning Objectives

After completing this course, students will be able to:

Identify elements that contribute to individual perspective
Describe how perspective drives actions and behaviors
Describe how behavior choices impact the work environment
Describe the characteristics and behaviors of the four base preference groups
Explain the differences found in the same base preference group
Describe how to look at things from a different perspective
Describe the benefits and challenges of working with behavioral opposites
Use the five steps to enhance the working relationship with a difficult co-worker
Describe the benefits of focusing on what someone else finds important

Ethical Issues for Bankers
CBA Member Registration | Non-Member Registration

Ethical Issues for Bankers focuses on the ethical standards expected of financial services professionals. This course teaches general guidelines that determine banking ethics, helps students gain the knowledge and skills needed to perform ethical decision-making, and prepares them to observe their institution's code of conduct and Federal laws. This course also explores typical ethical dilemmas that tend to occur in financial institutions, and how to apply a thoughtful three-step approach to such dilemmas.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0; ICB: 1.75 all designations

Audience

Bank personnel at all levels.

Learning Objectives

After completing this course, students will be able to:

Describe the importance of ethical practices in banking
Define the nature and elements of ethical dilemmas
Describe business practices commonly covered in financial institutions' codes of conduct
Identify the regulations prohibiting unethical practices in banking
Use the three-step approach to determine appropriate action in situations that could lead to ethical violations

Managing Time at Work
CBA Member Registration | Non-Member Registration

In Managing Time at Work, you will learn how to make your time at work more productive. You'll learn to create daily plans that focus your energies on business priorities in your workday. Additionally you'll learn techniques to manage your work area, interruptions, telephone calls, and other daily activities that take valuable time away from your workday. You'll be able to customize these steps and techniques into a daily planning system that works for you. By understanding these techniques and constructing your own plan, you'll be more productive.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0.25 ; ICB: 0

Audience

Bank personnel who are not currently using an organized method to plan and manage their time or who want a refresher. This includes any bank employees who are responsible for completing varied tasks in a typical day.

Learning Objectives

After completing this course, students will be able to:

Plan your time effectively
Create a task management plan
Organize the workspace
Manage interruptions and daily activities

Meetings That Work
CBA Member Registration | Non-Member Registration

Meetings That Work focuses on how to effectively lead meetings and use them as productive methods to communicate, solve problems, and make decisions. It covers the appropriate reasons for holding meetings; the characteristics and typical structure of meetings; principles and tools for planning, leading, and participating in meetings; and how to handle distracting problem behaviors.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0 ; ICB: 0

Audience

Anyone who leads or participates in meetings within or outside an organization.

Learning Objectives

After completing this course, students will be able to:

Describe the benefits, risks, and costs of business meetings
List valid purposes for holding meetings
Evaluate a group meeting against other methods of achieving a stated purpose Determine the appropriate type and number of participants to include in a meeting
Complete detailed steps to prepare an effective agenda
Evaluate alternative meeting room set-ups
Use key principles and specific techniques to effectively lead and participate in meetings

Presentation Skills
CBA Member Registration | Non-Member Registration

Presentation Skills covers the basics of planning an organized, audience-focused oral presentation. The course covers the physical aspects of presenting, such as body language, voice and gestures, handling nervousness, and dealing with disruptive audience members.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0.25 ; ICB: 0

Audience

Any bank employee who makes stand-up, verbal presentations to schools, community groups, business prospects, staff, senior management, and so on.

Learning Objectives

After completing this course, students will be able to:

Write a purpose statement for their presentation topics.
Write an opening statement that catches the audience's attention.
Identify components of a presentation that gain attention and keep interest.
Describe effective uses of visual aids (flipcharts and overheads).
Define and demonstrate the benefits of using open-ended and closed-ended questions.
Develop a closing statement that calls the audience to action.
List methods for dealing with disruptive audience members.
Identify ways to control nervousness.
Demonstrate appropriate body language.
Deliver a presentation that meets the needs of the audience

Telephone Etiquette
CBA Member Registration | Non-Member Registration

Telephone Etiquette covers fundamental skills and techniques for using the telephone effectively on the job. It spotlights the importance of the telephone as a business tool and provides practical tips and techniques for its effective use.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0.25 ; ICB: 0

Audience

Branch and administrative office staff who answer calls or who make calls to customers and other bank staff. This course is appropriate for call-center staff as an introduction to telephone skills.

Learning Objectives

After completing this course, students will be able to:

Prepare for typical calls
Set up work area to support organized telephone communications
Use professional call greetings
Use appropriate language and voice inflection during telephone conversations
Use questioning and listening skills that support effective telephone communication
Handle special telephone tasks professionally
Use effective skills when working with technology tools

Writing Bank Correspondence
CBA Member Registration | Non-Member Registration

Writing Bank Correspondence will teach you how to write clearly and professionally. You'll learn to plan, write, revise, and polish your writing in a systematic way. In addition, you'll develop a sense of why certain writing is weak or ineffectual and how it can be fixed. By the end of the course, your writing will have improved, and you will have gained the tools and the confidence necessary to write the effective business correspondence required of your position.

Price: $130 Nonmembers / $95 Members

Course Credits: AIB: 0.5 ; ICB: 0

Audience

Anyone who writes business correspondence such as letters to customers, memos, faxes, or e-mail messages.

Learning Objectives

After completing this course, students will be able to:

Plan for a written document
Draft a document that achieves a planned objective
Revise a document to maximize clarity and conciseness
Choose a format that is appropriate to the content and to the audience

AIB Self Paced Courses

AIB Certificate Curricula

Basic Banking Knowledge

Fundamental Business Skills

Management and Leadership

Regulatory Compliance

Retail Banking Fundamentals

Retail Banking Sales Skills

Small Business Banking Fundamentals

Small Business Banking Sales Skills

Wealth Management and Trust

Building Trust Expertise Level 1

Building Trust Expertise Level 2

Building Trust Expertise Level 3

Microsoft Office 2007

Microsoft Office 2003

John Lingvall

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