Designed for branch employees seeking a true and rich universal banking model and suited as a career path beyond entry-level through assistant manager levels. Retail employees require a full range of skills and knowledge to manage relationships across a broad spectrum of modern topics. Next level after Certified Modern Banking Representative. This certification works perfectly for any front-line branch staff, universal bankers, personal bankers, etc. This certification provides the knowledge and confidence to fully interact with customers in opening and managing their account relationships. (Formerly CFT Training)
The online certification exam includes CFTEA replay. This allows students a second chance, at no cost to them or the organization, to retake the exam 24 hours after the prior attempt. CFTEA replay was developed to manage test anxiety and provide cost savings to organizations.
Application, Exam, and Status: The exam will be a timed, online test. CFTEA replay is included (2 attempts).
Select from the following formats (click blue checkmarks) to gain course information and pricing. Courses may be taught in-house or live based on requests to the CFTEA office.
Required Courses
Instructor Led Online
Guided Learning
Self Paced
Virtual Classroom
Calming Upset Customers
Contributing to a Respectful Workplace
Deposit Accounts and Services
IRA Fundamentals or Understanding Banking Products
Legal Foundations in Banking
Principles of Banking
Safeguarding Customer Information and Nonpublic Areas
Sales Essentials Certificate
Certification Level 1 Exam with CFTEA replay
2024.07
AIB ABA CFT
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