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.

Curriculum Discount
Courses for the ABA Universal 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
Ethical Issues for Bankers
Introduction to Relationship Selling
Presentation Skills
Revitalizing Customer Service
Understanding Bank Products
Handling Mortgage Inquiries and Making Referrals

The estimated time to complete these 11 courses is approximately 23 hours. Students have access to the curriculum for 1 year from date of purchase.