ABA Customer Service Representative Certificate


The ABA 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 business ethics and banking fundamentals. Basic selling and cross-selling skills are covered as well.


Curriculum Discount
​Courses for the ABA Customer Service Representative Certificate can be taken individually, or you can enroll in the full curriculum discount.


Required Courses

You must complete these courses:

Banking Today*
Building and Retaining Customer Relationships
Cross-Selling Deposit Products
Dealing Effectively with Co-Workers
Effective Client Referrals
Effective Telephone Communication
Ethical Issues for Bankers
Introduction to Relationship Selling
Revitalizing Customer Service
Understanding Bank Products

The estimated time to complete these 10 courses is approximately 25 hours. Students have access to the curriculum for 1 year from date of purchase.

*ABA Principles of Banking may be substituted.