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
Fundamentals of Consumer Lending Suite
Fundamentals of Small Business Banking Suite
Introduction to Analyzing Financial Statements
Understanding Bank Consumer Bank Products Suite and Understanding Business Bank Products Suite
Written Communication Suite
* The entire Personal Banker Certificate program is available as a self-paced online bundled program.
CFT ABA
2020.07