What do you need to know to grow within a financial institution at a branch? There are a large number of job titles that vary from organization to organization. With the help of the council and board members, CFTEA has developed a solid career path for branch employees, including courses at no charge to support your career growth.

Discover your next step today! The information below has been pulled from our Career Path page. Click on any of the certificate names for more information and pricing.

New Front-Line Employees

• Essential Professional Skills Certificate

• Foundations in Banking Certificate (See more about free credit transfers)

• Certified Modern Banking Representative

• Front-Line Fraud Detection Certificate

CSA/CSR/Personal Banker/Relationship Banker/Universal Banker

• Certified Modern Branch Professional – Level 1 (Updated Personal/Relationship/Universal Banker model)

• Sales Essentials Certificate

• Certified Modern Branch Professional – Level 2 (Lending) (Updated Personal/Relationship/Universal Banker model)

• Modern Supervisor

• Universal Banking Diploma

Assistant Branch Manager

• Assistant Branch Manager Certificate (new)

• Assistant Branch Manager Diploma (new)

Branch Manager

• Branch Manager Bootcamp

• Outside Calling School Certificate

• Get Deposits Now!

• Small Business Lending and Selling Skills Certificate

• General Banking Diploma

• Commercial Loan Underwriting Certificate

• Branch Manager Certificate

Questions? Ask the CFTEA office for guidance with any of the suggestions above.