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ABA Personal Banker Certificate

The ABA Personal Banker Certificate provides a blend of banking knowledge and skills for Personal Bankers, sometimes referred to as Financial Services Representatives or Financial Services Associates, to enable them to provide full-service banking to customers by offering 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, all of which are covered in this curriculum.

 

Curriculum Discount
​Courses for the ABA Personal Banker Certificate can be taken individually, or you can enroll in the full curriculum for a discount.

 

Required Courses

You must complete these courses:

Banking Today*
Building and Retaining Customer Relationships
Consumer Credit Products
Cross-Selling Deposit Products
Dealing Effectively with Co-Workers
Effective Client Referrals
Effective Written Communication
Ethical Issues for Bankers
Fundamentals of Consumer Lending
Fundamentals of Small Business Banking
Introduction to Relationship Selling
Introduction to Analyzing Financial Statements
Managing Time at Work
Teleconsulting
Understanding Bank Products

The estimated time to complete these 14 courses is approximately 43 hours. Students have access to the curriculum for 1 year from date of purchase.

*ABA Principles of Banking may be substituted

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