CFTEA

Personal Banker Certificate (ABA)

PERSONAL BANKER CERTIFICATE (ABA) – Course Code A1101SP

Print formatted Personal Banker Certificate Worksheet

Develop essential skills for providing full-service banking. Build broad product knowledge and an understanding of the different types of retail deposit and loan products. Gain insight into how to offer the appropriate credit, deposit, and other banking services to meet customer needs and expectations. Learn best practices for cultivating customer relationships.

By completing the ABA Personal Banker Certificate curriculum, you’ll strengthen your ability to drive sales and service, as well as retain and grow customer relationships.

Required Courses:

Banking Basics Suite or Principles of Banking or Banking Fundamentals

Communications Basics Suite

Effective Referrals Suite

Ethical Issues for Bankers

Fundamentals of Consumer Lending Suite

Fundamentals of Small Business Banking Suite

Introduction to Analyzing Financial Statements

Making the Client Call Suite

Managing Time at Work

Online Communication Suite

Overcoming Objections Suite

Relationship Sales Suite

Sales Planning Suite

Understanding Bank Products

Verbal Communications Suite

Written Communication Suite
* The entire Personal Banker Certificate program is available as a self-paced online bundled program.

CFT ABA

2019.07

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