Course

ABA Certificates
Certificates build the skills necessary for specific positions in your bank

Certificates build the skills necessary for a specific position in the bank and can be taken entirely online as a certificate curriculum. The programs are continually reevaluated and refined to reflect the current needs of bankers in their jobs today and changes in the industry.

ABA eLearning includes more than 130 training courses in the retail, small business banking, wealth management and trust, management and leadership, and compliance topics, many of which lead to certification.

When you have earned a certificate, please fax or mail the appropriate worksheet to the CBA office. You will be billed a $30 processing fee per certificate.

Bank Service Provider Certificate

The ABA 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 of 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.

Duration: 12 hrs 15 min

Credit: AIB 2.50

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3005841

CURRICULUM

All courses, including those in Regulatory Compliance for Personal Bankers (listed below), 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 Small Business Banking
Regulatory Compliance for Personal Bankers
Understanding Bank Products

Bank Teller Certificate

The curriculum for the ABA Bank Teller Certificate is centered on ABA 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 ABA 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.

Duration: 14 hrs 10 min

Credit: AIB 3.75

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3004975

CURRICULUM

All courses, as well as those in Regulatory Compliance for Bank Tellers and Today’s Teller must be successfully completed in order to earn the AIB Bank Teller Certificate.

Banking Today
Business Etiquette
Dealing Effectively with Co-Workers
Effective Client Referrals
Ethical Issues for Bankers
Introduction to Relationship Selling
Regulatory Compliance for Bank Tellers
Revitalizing Customer Service: Parts 1 and 2
Today’s Teller

Call Center Representative Certificate

The curriculum for the A 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 for the Certificate emphasize telephone skills, product knowledge, sales and customer service.

Duration: 20 hrs 45 min

Credit: AIB 4.25

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3004274

CURRICULUM

All 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: Parts 1 and 2
Teleconsulting: Parts 1 and 2
Telephone Etiquette
Understanding Bank Products 

Customer Service Representative Certificate

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.

Duration: 25 hrs

Credit: AIB 4.25

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3004273

CURRICULUM

All 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: Parts 1 and 2
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: Parts 1 and 2
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).

Personal Banking Certificate

This course of study, leading to the AIB Personal Banking Certificate, addresses the appropriate mix of banking knowledge and skills for Personal Bankers, sometimes referred to as Financial Services Representatives or Financial Services Associates, to provide full-service banking to customers by providing appropriate credit, deposit and other banking services that meet customer needs and expectations.

Personal Bankers often drive the sales and service function in the bank office or branch and call on potential and current customers to develop new business relationships and to support customer retention strategies. They require broad product knowledge, including specific understanding of the different types of retail deposit and loan products, which are covered in this curriculum.

Duration: 42hrs 30min

Credit: AIB 4.25

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3007395

CURRICULUM

All courses, including those in Regulatory Compliance for Personal Bankers (listed below), must be successfully completed in order to earn the AIB Bank Service Provider Certificate.

Banking Today
Building and Retaining Customer Relationships
Consumer Credit Products
Cross-Selling Deposit Products
Dealing Effectively with Co-Workers
Effective Referrals
Ethical Issues for Bankers
Fundamentals of Consumer Lending
Introduction to Relationship Selling
Managing Time at Work
Overview of Financial Statements
Regulatory Compliance for Personal Bankers
Teleconsulting
Writing Bank Correspondence

Small Business Banking Certificate

The AIB Small Business Banking Certificate is primarily for branch-based relationship managers who need the skills to build a relationship-centric sales approach, engage business 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.

Duration: 4 hrs 15 min

Credit: AIB 1.0

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3005840

CURRICULUM

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

Supervisor Certificate

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.

Duration: 11 hrs

Credit: AIB 2.75

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3004272

CURRICULUM

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

Team Leader Certificate

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.

The curriculum in this Certificate 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.

Duration: 15 hrs

Credit: AIB 2.50

Price:  CBA Member: $595.00  Nonmember: $795.00

ABA Course ID:  3004275

CURRICULUM

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

Universal Banker Certificate

The ABA Universal Banker Certificate provides banking knowledge and skills needed for the newest and fastest growing role in retail banking. Universal bankers have multi-faceted job responsibilities, ranging from minimal cash handling and basic transactions to product and service sales, and referrals to other lines of business. The coursework in the certificate ranges from key product knowledge to relationship building, customer service, and expert referral skills.

This certificate is designed to help new Universal Bankers cater to a changing customer mindset by being the single point of contact for walk-in customers and fulfilling sales, service and referral needs. This provides a seamless experience and adds value to new and existing customer relationships.

Duration: 22 hrs 45 min

Credit: AIB

Price: CBA Member: $595.00 Nonmember: $795.00

ABA Course ID:

CURRICULUM

All courses must be successfully completed in order to earn the ABA Universal Banker Certificate.

Banking Today
Building and Retaining Customer Relationships
Consumer Credit Products
Cross-Selling Deposit Products
Dealing Effectively with Co-Workers
Effective Referrals
Ethical Issues for Bankers
Introduction to Relationship Selling
Presentation Skills
Revitalizing Customer Service
Understanding Bank Products

Commands