CFTEA

Certified Modern Branch Professional—Level 1

CERTIFIED MODERN BRANCH PROFESSIONAL – LEVEL 1

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.

 

Select from the following formats (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

  • Deposit Accounts and Services

  • Handling Workplace Conflict

  • IRA Fundamentals or internal IRA course transfer or Understanding Banking Products

  • Legal Foundations in Banking (formerly Law & Banking)

  • Principles of Banking

  • Sales Essentials Certificate

  • Security Awareness

  • Certification Level 1 Exam with CFTEA replay

2020.07

AIB ABA CFT

 

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